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.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Undervalued
review icon
Similar
CP,CP
PAST TOP PICK
(A Top Pick Oct 31/06. Down 6%.) Weather conditions in British Columbia has affected profitability. Good opportunity to buy.
BUY
The rails in general are concerned about the sustainability of the economic growth in North America. This one in particular has a very large exposure to the US. Longer term, this is a railroad that would be held up as a model of efficiency. They have the distribution across North America. This year could be the time to really looked at investing in it.
BUY
Great company. This is a sector that he highly recommends you have a holding in. Long-term outlook for rails is excellent.
DON'T BUY
Very near to having their Prince Rupert terminal open. A major part of their business is the North/South line and there may be some concern on the slowdown in the US economy. This could be a choppy year for them. If you own, you may want to take some money off the table.
HOLD
If he were going to buy a rail stock, it would be this one. Nasty weather out west will cut into them. If there is any slowing in the economy in the US, it could impact them. If you are looking to buy, look for 5%-10% down from here. 1.3% yield.
TOP PICK
Back under $50 for the 1st time in a while, which is where it was when it reported record earnings last quarter. A cheap chicken way to get some cyclical growth.
BUY
Best railway in North America. Best assets, best run, best margins and most profitable. Stock has come off recently, partly weather related. Does a lot of business out west, especially in B.C. and their weather has been playing havoc. Good time to buy.
COMMENT
Strong management. Good discipline on costs. One of most efficient railroads in North America. Have a very strong network of rails in the US and if you think the auto and housing sectors are slowing down, it could be a concern.
WATCH
A little worried about the transportation group. Currently struggling to make the top of the growth channel. Watch to see if it violates the lower range of the growth channel.
HOLD
Should edge a little bit higher. Transportation tends to go counter to the oil/gas commodities. Looking for a better 07 out of them.
BUY
Had a great 3rd quarter. The overall rate of return right now is about 10% plus dividends. Likes it longer term.
BUY
Sees earnings growing at double-digit rates. Best operating rail in North America. Earnings will slow down with the economy over the next year. It will give you a 10%-15% annualized return.
BUY
Likes this company very much.
WAIT
This is not his favourite sector. His personal view is that there will be weaker economic performance than people think. This could result in another correction which would be your next buying opportunity.
TOP PICK
Best run railroad in North America as well as best operating ratios. Diversifying downstream to go right to the customer's door. Earnings growth is fabulous. Dividends are growing regularly. Even though it's cyclical, this is one you buy and put away.
Showing 1,006 to 1,020 of 1,329 entries