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TSE:CP

Canadian Pacific Rail (CP.TO)

133.08
+2.27 (1.74%)
as of Aug 21, 2026, 8:00:00 pm Market Open.
641 watching
0
Investor Insights
star iconAug 21, 2026, 12:00 am

This summary was created by AI, based on 25 opinions in the last 12 months.

Experts generally regard Canadian Pacific Rail (CP) as a strong long-term investment opportunity despite some concerns over current economic conditions and tariff negotiations. The recent acquisition of Kansas City Southern (KSU) is highlighted as a pivotal factor that could enhance competitive advantage and operational synergies across North America. While some analysts suggest potential resistance in the short term and the possibility of a pullback before buying, the overall sentiment leans towards a belief in the company's foundational strength and resilience. Several analysts note the cyclical nature of the rail industry, with expectations that improvements in the manufacturing sector and trade flows will positively impact future performance. However, there are cautionary voices regarding potential disruptions from trade negotiations and the current freight recession, which could affect volumes and pricing power in the near future.

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Consensus
Positive
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Valuation
Fair Value
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Similar
CNR, CNR
DON'T BUY

All rails have taken a surge up lately and this one particularly after their proxy fight. Sold his holdings. Stock is priced for perfection. It has to go through a few years of anguish. There will be some management problems bringing their operating ratios down. Would prefer Canadian National (CNR-T). Buying a rail is buying a proxy on the economy.

WAIT

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He prefers CNR and their operating ratios. Have had a good upward move. These are both economy stocks. Yields on both are pretty skinny. Thinks they should go sideways a little bit before he steps in.

DON'T BUY
Stock has gotten a big bump because of the proxy battle where they management team was replaced. The jury is out on whether the new CEO will be able to improve the profitability. Rails are shipping a lot more, including oil which he thinks is temporary for couple of years until the pipeline companies work out their issues. Coal shipments have been falling because of low natural gas prices.
DON'T BUY
Feels the stock is probably fully valued and you would probably do better with Canadian National (CNR-T) at this point. The operating ratios are still abysmal compared to CNR. Also, the coal situation does not look very good in terms of Chinese demand.
SELL
Dow transportation average at a very high level from a historical point of view. So there are increasing risks going into this sector.
DON'T BUY
(Market Call Minute.) Valuation went up sky-high when the proxy fight went on.
DON'T BUY
The strike is going to be short term. The stock is discounting a lot. Doesn’t own it because it is ‘priced for perfection’. He doesn’t feel there is a lot of upside potential. Prefers CSX corp. over the Canadian railroads.
DON'T BUY
(A Market Call Minute.) Sold his holdings about a month ago and bought Canadian National (CNR-T). Expectations are probably too high. It will take longer to get the operating ratios down.
SELL
He owns CNR. It is the best in class and the most efficient. CP is richly priced. Thinks there will be labour issues.
BUY
He is happy with the result. It is a buying opportunity. It is an excellent entry point. Sees $7 per share in earnings. Thinks shares can go into the high $80s
WAIT
A perennial under performer but had a spike on this proxy ballot. He may have to look at it harder after it plays out.
COMMENT
Doesn't have higher expectations. Does see that they did produce some results. Terrible terrain that they occupy.
PAST TOP PICK
(A Top Pick April 5/11. Up 23.21%.)
HOLD
A Hold because of the shenanigans going on between the CEO and the Board of Directors. There could be a takeover premium in there.
PAST TOP PICK
(A Top Pick April 18/11. Up 27.92%.) Has sold this and bought Canadian National (CNR-T).
Showing 436 to 450 of 918 entries