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TSE:CNR

Canadian National R.R. (CNR.TO)

178.70
+1.85 (1.05%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
1167 watching
0
Investor Insights
star iconAug 21, 2026, 12:00 am

This summary was created by AI, based on 34 opinions in the last 12 months.

Canadian National R.R. (CNR) has received mixed reviews from experts, reflecting both optimism and caution about its future performance. Several analysts praise the company's extensive rail network, market position, and operational resilience, particularly highlighting the recent share buybacks and a strong dividend yield. However, concerns persist regarding macroeconomic factors like tariffs, a soft Canadian economy, and ongoing freight recession. While some experts express hesitancy in the face of potential CUSMA negotiations and overall economic uncertainty, others see current valuations as attractive, suggesting long-term stability. The cyclical nature of the rail industry, along with the influence of external factors like labor disputes and weather issues, adds complexity to the investment thesis.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
CP
PAST TOP PICK
(A Top Pick May 12/09. Up 36.49%.)
BUY ON WEAKNESS
Canadian National Railway (CNR-T) and Canadian Pacific (CP-T). Both are coming in with strong numbers on volume/yield. More lower fruit with CNR on operational improvements/cost cuts. Bought a line in the Chicago area, which will help them bypass congestion. For a long-term hold, he would prefer CNR but would wait for a pullback on either. Below $60 would be a good entry point.
BUY ON WEAKNESS
Has had a nice move up. Rail traffic has been very strong in Canada, and with this company in particular. Very efficient operator but they still feel they can do more cost cutting. Can still take share from the trucking industry going forward. Would like to see it below $60.
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.
Showing 811 to 825 of 1,332 entries