TSE:CNR

Canadian National R.R. (CNR.TO)

176.19
+0.09 (0.05%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
1170 watching
0
Investor Insights
star iconJul 12, 2026, 12:00 am

This summary was created by AI, based on 40 opinions in the last 12 months.

Canadian National Railway (CNR) has been viewed as a foundational investment within the rail sector, with many experts noting its strong competitive advantage due to its extensive and irreplicable network. Despite facing challenges such as a freight recession and pressures from tariffs, analysts highlight that CNR has positioned itself well for a potential recovery, especially with reduced capital expenditures and ongoing share buybacks. Several reviews suggest that the current valuation, trading at historical lows, could present a good long-term buying opportunity, especially as the Canadian economy shows signs of improvement. While concerns about economic conditions remain, many feel that any positive developments related to trade agreements like CUSMA could benefit CNR. Overall, the sentiment leans towards cautious optimism, suggesting that patience may be rewarded for those willing to invest now.

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Consensus
Neutral
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Valuation
Undervalued
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Similar
CP
BUY ON WEAKNESS
Likes it. His favourite railway. It is an out and out buy on weakness. It is in hold territory and will go up and down with the market over the next little while. Buy at $73
BUY ON WEAKNESS
Has held in pretty well relative to the correction. Would prefer it closer to $70. Best operator and lowest operating ratio. Will continue to try to take shares from trucking by improving service levels. Recently increased dividends and are buying back stock.
COMMENT
Canadian National (CNR-T) or Canadian Pacific (CP-T)? He prefers CP. CNR deservedly sells for a premium but he sometimes thinks the premium is of little out of line. CP has never been as efficient but has been making strides in improving their operating efficiency. Both of them are a play on economic recovery. Has seen CP forecasts having them earned $4-$5 a year over the next couple of years.
HOLD
They do the best job of managing costs and revenues. You have to believe in the US economy.
COMMENT
Canadian National (CNR-T) or Canadian Pacific (CP-T)? He owns both, but substantially more CN than CP. Prefers CN because it is a North American Railway going east/west and north/south where CP primarily just goes east/west. Operating ratio on CN is substantially better.
HOLD
Believes it is the most profitable run railway in North America. Big north/south exposure in the US.
BUY
Owns and prefers CNR-T to CP-T. CNR-T has a better cost and is north south, not east west. CNR raised dividend when CP profit warned because of severe winter weather. CP is not cheap enough to switch to at this time.
COMMENT
Has been doing fantastic. Raised their dividend 20% in January. Forecasting 15% earnings growth. Free cash flow of $1.2 billion. Trading in a range. Seasonally he got out of the transportation sector because it tends to suffer some weakness this time of year. If it breaks down through the lower part of the range, you should get out.
PAST TOP PICK
(A Top Pick Feb 1/10. Up 18.13%.) Still likes and is still a Buy.
TOP PICK
Weather in the first quarter is always a question mark so they tend to under perform in the first quarter. Throwing off a huge amount of free cash flow. Increased dividend 20% this year and bought back shares. They give back to shareholders and don’t go out making acquisitions. Has a huge system in the states.
HOLD
He is concerned, but not overly so. Would be a sell if oil went to $120. Monitor it closely. They are the most efficient. Had lagged the whole group. Was a buyer 6 weeks ago.
HOLD
Long time favourite. Just hit a 52-week high. Great way to play the growth in emerging economies because it ships to the ports that ship. May be a little bit pricey here.
HOLD
A little wary of railroads but if gasoline prices go up, it is great for railways. Concerned about their major US exposure. Probably a good long term Hold.
PAST TOP PICK
(A Top Pick Feb 26/10. Up 27.18%.) Recommended on the recovering economy and improving business. Rails have had good control on costs.
PAST TOP PICK
(A Top Pick Dec 16/09. Up 23.51%.) Still likes.
Showing 781 to 795 of 1,329 entries