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
(A Top Pick Jan 22/09. Up 33.1%.) Valuation is getting a little bit full but longer-term the quality of management and assets it's a good place to be. Buy on weakness.
COMMENT
Canadian National (CNR-T) versus Canadian Pacific (CP-T) on a 4 or 5-year hold? A question he wrestles with all the time but currently he would put his cards with Canadian Pacific as he sees at benefiting from a recovery in commodities. CN is a benchmark railroad with the best operating ratio and are diversified throughout North America.
BUY
On his Buy list. As the US economy recovers, they will be in a prime position to benefit. Has been weak lately giving a buying opportunity
COMMENT
Economically sensitive. Have all directions covered very well. Volumes are going to increase over time as the recovery takes hold. Good place to be longer-term. 1.8% dividend yield.
PAST TOP PICK
(A Top Pick Oct 1/09. Up 13.5%.) Good balance sheet and good management. Low-cost operator.
TOP PICK
Best run railway in North America. Will benefit with a pickup in global economic activity, particularly in the developing world. Trading at a very reasonable multiple. Decent dividend with a good record of increasing dividends.
BUY ON WEAKNESS
(Market Call Minute.) Would like it to be a little bit cheaper. A definite buy in the low $50's.
HOLD
(Market Call Minute) Some appreciation in railways lately.
TOP PICK
(A Top Pick Jan 23/09. Up 36.8%.) Like the exposure to the improvement of the economy. Starting to see carload improvements, which can give them some great earnings going forward. Continues to like the fundamentals for the rail industry. Top-notch management.
BUY ON WEAKNESS
Looking for further weakness in order to buy.
BUY
Canadian National (CNR-T) or Canadian Pacific (CP-T)? CP, the smaller railroad, is commodity oriented. On the longer term, CNR is the great railroad of Canada and this is the one he would own.
HOLD
(Market Call Minute) Best run railway in N.A and stock got a little ahead of itself.
BUY ON WEAKNESS
On her watch list. Going to benefit as the economy strengthens. Possible Teamsters strike so there could be some negative fallout. Try to buy in the low $50's.
PAST TOP PICK
(A Top Pick Oct 1/09. Up 11.63%) Has been a good dividend grower, about 20%, over the last 5 years. Thinks this will continue in the future. They also buy back a lot of their stock from free cash flow.
HOLD
(Market Call Minute.) Has just broken out again and railroads have been pretty strong in the last few months.
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