TSE:CNR

Canadian National R.R. (CNR.TO)

168.22
-0.13 (0.08%)
as of Sep 10, 2026, 3:25:09 pm Market Open.
1168 watching
0
Investor Insights
star iconSep 10, 2026, 12:00 am

This summary was created by AI, based on 31 opinions in the last 12 months.

Canadian National R.R. (CNR) has garnered mixed opinions from experts, highlighting both its long-term potential and recent challenges. While the company's strong earnings, increased revenue, and share buyback initiatives have garnered positive feedback, concerns about tariffs, cyclical pressures, and reduced capex have tempered enthusiasm. Many experts note that CNR's ability to adapt to current pressures, such as trade uncertainties and economic slowdowns, will be crucial for its performance moving forward. Despite these challenges, many believe that the underlying business remains solid, with an irreplaceable network providing a competitive advantage. Long-term growth of around 4-5% is projected, and the current valuation appears attractive compared to historical benchmarks.

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Consensus
Mixed
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Valuation
Undervalued
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Similar
CP
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.
TOP PICK
57% operating ratio which is unheard of in the railroad business. All of their segments, with the exception of autos, are doing well. Prince Rupert's container port is opening next year.
TOP PICK
In the last 10 years, they have gone a long way in reducing their sensitivity to the overall level of economic activity. Economic activity is driven as much by services now as it is by goods. Picking up market share from trucking.
BUY
A very good long-term play. Prefers the shipper rather than the producer of commodities. You get similar returns at half the risk.
BUY
A good hold in a blue-chip portfolio. He believes in resources.
BUY
Came out with very good earnings. Likes the company, but sees risks in transport stocks. This one is doing remarkably well and raised guidance.
DON'T BUY
Likes this company long-term. The biggest hesitation in buying has been the threat of a recession or slowdown in the US economy. Until there is a clearer direction on the North American economy he will just sit back and watch.
BUY ON WEAKNESS
On Canadian National (CNR-T) and Canadian Pacific (CP-T) he is indifferent technically. There has been a downtrend, a nice base and a start of a nice breakout. If the markets are strong and the economy is strong, at a minimum it will make a retest of the April high. However, he questions the optimistic outlook for the economy. You could buy on a pullback.
BUY
Probably the best run railroad in North America. Generates good cash flow. Railroads are cyclical and fairly heavily tied to economic activity.
BUY
It is the best railway in N. America. It is sensitive to commodity prices. Recommends keeping it if you own and become a buyer if you don't.
TRADE
If you think we are heading for a slowdown, you don't want to be in rails, however CNR is the best of the pack.
TRADE
Slowdown has hurt the company a little. The resource sector has helped the railways. CNR is a better run company then CPR.
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