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.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Undervalued
review icon
Similar
CP
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.
HOLD
(Market Call Minute.) Likes the rails and his preference today would be CNR-T. It's a question of being the bigger guy and having a wider range of distribution network.
BUY
(Market Call Minute.) Buy for a long-term hold.
TOP PICK
Transportation is a barometer of economic activity. Management team is 2nd to none in North America. Have pricing power and even in a downturn are able to increase the price. Anything below $45 is a good entry point.
Showing 856 to 870 of 1,329 entries