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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
TOP PICK
Looks very attractive. Down 10% at start of year. Pretty good earnings considering economy. Highly leveraged to fertilizer and grain prices. Can buy cheaper than Buffet paid for his railway. A defensive way to play a rebounding economy.
BUY
Canadian National (CNR-T) versus Canadian Pacific (CP-T) on a 4 or 5-year hold? A question he wrestles with all the time but currently he would put his cards with Canadian Pacific as he sees at benefiting from a recovery in commodities. CN is a benchmark railroad with the best operating ratio and are diversified throughout North America.
HOLD
Rail stocks are good indicators of economic activity. Rails have moved ahead of expectations. On the high end of its historical price/earnings ratio.
HOLD
Likes the rails. Preference is Canadian National (CNR-T) but this one is fine. Has risen recently on Teck Resources (TCK.B-T) announcement on coal production. Good play on global, and more particularly, North American growth. (See Top Picks.)
COMMENT
(Market Call Minute.) If you like East-West shipping of coal, grain and potash this would be a preference over CNR.
BUY ON WEAKNESS
Likes the long-term outlook very much because there is the potential for them to double earnings from $2.70 to over $5 over a 5-year period. Near-term look for further weakness.
COMMENT
Canadian National (CNR-T) or Canadian Pacific (CP-T)? CP, the smaller railroad, is commodity oriented. On the longer term, CNR is the great railroad of Canada and this is the one he would own.
BUY
It’s a western Canadian play in grains and coal, which Asia needs and wants. He likes it. He is moving back more into CN after owning both.
COMMENT
Doesn't own it because it is more of a commodity carrier than anything and it depends on how the economy works out. When demand from China starts to rebuild he likes the outlook for them. Would like to get it 5%-10% cheaper.
PAST TOP PICK

(Top Short July 29/08. Up 36.1%.) Still concerned about this one and wouldn't own it. He covered his Short.

BUY ON WEAKNESS
Prefers Canadian National (CNR-T) because it is a better run company. Rails have done very well considering they were supposed to be in an economic downturn. With production being down and all the other things it is hard to conceive that they can continue doing well. Would like to see a pullback before buying.
HOLD
This is fine but she prefers Canadian National (CNR-T). Volumes are looking stronger. Have done a better job of cost control.
DON'T BUY
Canadian National (CNR-T) versus Canadian Pacific (CP-T)? Canadian National but don't buy either until the 2nd quarter earnings come out. Expects a very rough quarter.
DON'T BUY
Corrected on the economic slowdown. If you wanted to Buy on a true market correction, you should always go to the better company, which in this case would be Canadian National (CNR-T).
DON'T BUY
(Market Call Minute.) Would be careful on this one because it is so economically sensitive and so dependent on bulk shipping.
Showing 511 to 525 of 918 entries