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.

Experts have a range of opinions on Canadian National R.R. (CNR-T), indicating it may currently represent a buying opportunity given its recent price declines and historical valuation lows. Many analysts perceive CNR as well-positioned due to its unique rail network, strong market position, and capacity for growth once economic conditions improve. However, concerns about the ongoing freight recession and the impact of tariffs on the earnings of both CNR and other rail companies persist. While some analysts express caution, advocating for a 'wait and see' approach, others emphasize the significant long-term value of CNR due to its operational efficiencies and competitive advantages in a recovering economy. Overall, the sentiment is mixed but leans toward optimism for future growth as macroeconomic conditions stabilize.

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Consensus
Neutral
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Valuation
Undervalued
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HOLD
First-quarter was affected by weather problems. Expects they will continue to do well. The economy is fine.
BUY
Good entry point. Longer term, both rails will do extremely well.
BUY
Superbly managed company. Best in class in North America. Lowest operating ratios. Earnings will be a little weak with the impact of the strike, but only temporarily. Feels it will continue to rise on a fairly consistent basis. Economically sensitive.
HOLD
The stock is sitting on its resistance point, so has support. Tremendous upside potential based on his FMV. Remember, if the market suspects there is any potential weakness, it tends to be chary about paying too much. If it drops to $49-$50, Sell.
COMMENT
The recent strike will cause an earnings hit, but not enough to hurt the stock.
PAST TOP PICK
(A Top Pick Oct 31/06. Down 0.7%.) Best railroad in North America. Best profit margins and growth prospects. If forthcoming strike depresses stock price, that will be a buying opportunity.
BUY ON WEAKNESS
Best railroad in North America. Not inexpensive, so if you are going to buy it, you have to be comfortable and confident the economy and commodities are going to stay reasonably robust. Would look for a 10% correction to buy.
COMMENT
The chart is trying to tell us that the economy is not doing as well as we might think. If it breaks out, it will be the last run for it. The massive patterns are Elliott 4th Wave. Watch the long bonds and be prepared to let it go.
PAST TOP PICK
(A Top Pick Sept 22/06. Up 13.8%.) Latest earnings were very impressive. Best railroad in North America. Taking market share from trucking. Still likes.
TOP PICK
#1 railway in North America. Best run with best operations, best margins and best growth prospects. Prince Rupert terminal is opening up next year giving good growth opportunity. Premium earnings growth so it should sell at a premium valuation, which it doesn't.
BUY
Incredibly efficient. Has ports in the East and West tied up well. If the economy slows down, railroads slow down as well. Cash flow yield of about 10%.
HOLD
An area that is extremely levered to the state of the economy. There is a period last year were the economy was weaker and the chart shows a downtrend. Now the economy is surprising people and rails/transports have been doing quite well and will probably continue for a couple of months.
TOP PICK
In oil prices keep dropping, this company will be a beneficiary of that. The model price is $62.80, which gives it an 18%-19% positive differential.
BUY
Likes the rails, which transports 60% of the freight in Canada, but only accounts for 3% of the greenhouse gas emissions. This one is the most efficient in North America.
BUY
Expect that it will be relatively flat for the next few months. People are still wrestling with what does a soft economy mean for them. Expecting a dividend increase. Thinks the stock will recover in the second half of the year.
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