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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 faced recent challenges, including strikes, weather issues, and reduced guidance, leading to a volatile stock performance. Despite these hurdles, experts are cautiously optimistic about the company's long-term stability, citing its established network and the cyclical nature of its business. Valuations have contracted significantly, creating a potential buying opportunity for investors. While there is concern over ongoing trade negotiations and market dynamics, the general sentiment is that CNR remains a strong player in the rail industry, which benefits from higher barriers to entry and has exhibited resilience over the years. Overall, CNR's fundamentals are solid, offering a favorable risk/reward scenario as the economy stabilizes and demand for rail services picks up.

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Consensus
Positive
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Valuation
Undervalued
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Similar
CP
TOP PICK
Rail shipping is a barometer of the economy and so far we haven't seen a lot of improvement. If the economy does pick up this company will be the first to see it. Best management team and good balance sheet.
DON'T BUY
Thinks we are in a multi-month rally that could take us out to the fall. Historically retracement rallies off of bear market bottoms through a 50% bear market you might get a 50%-60% rally coming out and then at that point we'll find out if a stimulus has an impact and the economy recovers. He prefers owning things that are participating right now. Transports and rails have been lagging.
WAIT
Canadian National (CNR-T) versus Canadian Pacific (CP-T)? Canadian National but don't buy either until the 2nd quarter earnings come out. Expects a very rough quarter.
TOP PICK
Early cyclical growth. Best run North American railroad. Historically cheap.
DON'T BUY
In the whole sector, this one probably has the best results. He personally finds it too expensive at more than 10X earnings. He has this one as a Short.
DON'T BUY
With the slowdown, he thought the numbers would fade a bit. Internal numbers faded but profitability stayed high. He is hoping that if the recession goes on long enough, the volume numbers will catch up to them and he'll get a shot to buy it cheaply.
TOP PICK
Last quarter was very good. A true cost conscious company. Even in a downturn they can deliver some earnings growth. Dividend of over 2%.
BUY
Has been a great stock to own through the entire meltdown. He views it as a core holding. Well run company. Will probably stay range bound for a while.
TOP PICK
(A Top Pick Jan 22/09. Up 24.86%.) Proxy for the North American economy. Fantastic management.
COMMENT
If you want to be in rails, this is the one to own. Best run and highest operating ratio and continues to improve itself. Big exposure to US and Mexican markets. Yield of 2%.
WEAK BUY
Can buy for the longer term. Can see $4 above current price.
BUY
Core holding for 10 years. Unique amongst railroad stocks in that it has north/south and east/west lines. Build into a position over a couple of months. Modest dividend and a buy back program.
BUY
Broke out recently. Lots of stocks are being held back. Sky’s the limit now.
BUY ON WEAKNESS
(Market Call Minute.) Buy in the low to mid-$40's.
COMMENT
Very well run company. And economy stock so if you are concerned about a recession, there could be pressure on the earnings over the next year or so. An article suggested oil could be shipped cheaper by rail than by pipeline from the oil sands. Sounds like an excellent concept.
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