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
valuation icon
Valuation
Undervalued
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Similar
CP
PAST TOP PICK
(Top Pick May 7/09, Up 27% excluding dividends)
PAST TOP PICK
(Top Pick Oct 1/09, Up 20%) Well-managed company, backbone of economy. Prefers to CP because of their network – they are more North American. They are quite efficient and economically sensitive. Increased dividend every year.
PAST TOP PICK
(A Top Pick May 7/09. Up 22%.) A healthy railway reflects a healthy economy. Will benefit with the continuation of the growth of the North American economy.
BUY
Is at a new all time high. If a stock is above the 200-day moving average, which is rising, then go for it.
PAST TOP PICK
(A Top Pick May 25/09. Up 35.6%.) Sold this one part way through the year but would buy back in the mid-$50's.
BUY ON WEAKNESS
Shippers have had a great move. Trading at multiples that are huge expectations on earnings next year.
PAST TOP PICK
(Top Pick Oct 01/09, Up 20%) Volumes have come back but he still likes it. CN has east/west and north/south so he prefers it to CP. They are the leader on how to run a yard. Dwell hours are 12 vs. 24 for competitors.
PAST TOP PICK
(A Top Pick May 7/09. Up 26.3% not including dividends.) Getting expensive now and would wait for a pullback before buying.
HOLD
Model price is $69.10, 12% upside.
BUY ON WEAKNESS
(Market Call Minute.) Has had a nice move.
WAIT
It’s a question of how long you are investing. Bullish on railways but it may not be this year. Prefers CP. Could tread water for 3-6 months.
TOP PICK
Best run railroad in North America. Rail traffic and volumes are a great barometer of economic and industrial activity. Bought a railroad near Chicago that allows them to bypass the city core. Opportunity to decrease transit times. Long-term they will get growth due to economic growth. Dividend increased recently and they started share buy-backs.
BUY
(Market Call Minute) Limited downside of 5% / 15% upside.
BUY
N.A. economy continues to grow. This has been a great company. Year after year of raising dividend. Core holding in portfolios. CP is only in private portfolios.
TOP PICK
Just raised dividend and re-instituted their share buy back even after they've had the worst possible slowdown in rail traffic in the last 35 years.
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