TSE:CP

Canadian Pacific Rail (CP.TO)

127.62
-0.39 (0.30%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
639 watching
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Investor Insights
star iconJul 10, 2026, 12:00 am

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

Canadian Pacific Rail (CP) has emerged as a topic of interest among analysts, primarily due to its recent performance and strategic positioning. While some experts believe that it has strong growth potential stemming from the KSU acquisition, others express concerns about the ongoing freight recession impacting demand. The company's valuation is seen as higher compared to competitors, and its performance is tied to broader economic conditions, particularly the Canadian economy. Experts are split on whether now is a good time to buy, with several suggesting waiting for a pullback before entering. Tariff uncertainties and the effects of trade agreements like CUSMA are recurring themes in the reviews, indicating that while CP has a strong operational network, external factors could influence its short-term outlook.

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Consensus
Wait
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Valuation
Overvalued
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Similar
CNR, CNR
COMMENT
If you are a long-term investor, the stock is not a bad idea. He would prefer Canadian National (CNR-T), which is much more efficient and more continental. Canadian Pacific is more commodity related.
COMMENT
Hasn't fared as well as Canadian National (CNR-T). If it reaches its resistance level of $66 it would not be a bad place to exit.
DON'T BUY
Primarily Canadian and more commodity-related, which he doesn’t like. You will like this if you are a commodity bull.
BUY
Approval to make a recent acquisition but now they have to spend considerable money to expand rail lines.
COMMENT
Bulk carrier of commodities. Ran into some problems with congestions in the Port of Vancouver. Mis-planned on having cars available. Cost of fuel has hit them reasonably hard.
PAST TOP PICK
(A Top Pick Oct 29/07. Down 14%.) Stock is down because the fuel price was up. Auto and lumber shipping was down. This is a western Canadian play. Still likes.
DON'T BUY
Not particularly interested in either Canadian National Rail (CNR-T) or Canadian Pacific (CP-T).
DON'T BUY
Rails are not particularly attractive to him right now. Earnings are de-accelerating and on a year over basis will be negative. Valuations are not particularly attractive.
BUY
Likes the rail stocks in general. Taking market share from the trucking business. Came through a really tough period and yet earnings are missing expectations by only a slight amount.
BUY
(Market Call Minute.) Would look at buying it but don't expect any substantial performance in the near term.
TOP PICK
Top Short Last quarter was their 1st miss in some time but it was a big one. Cockroach theory is that if you see one, there’s another behind the fridge. Increased costs and reduced volumes are a problem.
COMMENT
Moves commodities. A slowdown of the economy will create some slowdown in the rails. Expect to see more downside in the near term but longer term, you are getting to valuation levels that is attractive.
BUY
Cheap at 13/14X next year's earnings. Earnings growth has tailed off a little bit with the slowdown in the US economy.
BUY
Expensive oil is positive for the rails. They are about 4 times more efficient than trucks per ton-mile of freight. Rails are going to make a lot of money hauling commodities. Everybody should own one of them.
BUY
Liked that its exposure was more in Canada, unlike Canadian National (CNR-T) that had north/south traffic. Rails are really making money now in shipping grains, commodities, etc. Not that expensive.
Showing 541 to 555 of 915 entries