TSE:CP

Canadian Pacific Rail (CP.TO)

124.52
+1.21 (0.98%)
as of Jul 31, 2026, 8:00:00 pm Market Open.
640 watching
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Investor Insights
star iconAug 1, 2026, 12:00 am

This summary was created by AI, based on 26 opinions in the last 12 months.

Canadian Pacific Rail (CP-T) has garnered mixed opinions from experts. While many believe in the long-term potential of the company, particularly after the KSU acquisition, concerns about cyclical economic conditions and ongoing tariff discussions are prevalent. Some analysts suggest waiting for better entry points or pullbacks, whereas others see current levels as appealing given the potential for recovery in industrial goods and manufacturing. Long-term growth rates are projected to be modest at around 4-5%, but the company is expected to benefit from efficiencies tied to artificial intelligence and expanding freight opportunities across North America. Overall, CP is recognized for its solid footprint spanning Canada to Mexico but may face headwinds amid uncertainties in trade policies and the economic landscape.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
CNR
COMMENT
This is on his watch list. This is more commodity oriented and he is bullish on commodities.
COMMENT
One of those things that gets hurt at the tail end of a bear period. Looking at a long-term chart, around the $60 level, there should come in some major support.
BUY
One issues is that their Midwest acquisition target got stalled. Stronger Cdn$ is hurting a little bit. Also some slowdown in terms of product being delivered. Thinks transports have been overly hurt in this market slowdown. Reasonable bet at this price.
BUY ON WEAKNESS
This is on his radar screen. If there is a recession, which he doubts, it would further hurt the rails. Bullish on commodities.
BUY
Proportionately less of their business is exposed to the US than that of CNR (CNR-T). Also liked their US acquisition but unfortunately it is going to take longer for the regulators to approve.
BUY ON WEAKNESS
Right now earnings estimates on the rails are falling. Countervailing that, Warren Buffet continues to buy more and more of his rail stocks. Good long-term buy but you may get a chance to buy it a little bit cheaper.
BUY
He got out at near $90 on its peak at the spurious takeover thing from Brookfield. It is getting into an interesting territory here. The model price is $71.62, a 9% positive differential. He just got into it again.
TOP PICK
Their reported earnings are up 33%. They are ahead of their expections. They will be a big ethanol player with a new takeover(Dakota). They bought below $50.
HOLD
Hold onto any of the railroads. Owns CN because prefers north, south, east, west to just east-west.
WAIT
Does not own CP right now but has owned in the past. Prefers CN railway because it is a little less cyclical. Both companies have had a weak flattish quarter because of the high Canadian dollar. Long term these companies are good to own as they give a nice broad exposure to the N.A. economy. Expects the stock to go sideways for a while. Best to wait another quarter before buying.
BUY
Likes cp over CN because of their product mix, and the acquisition they made in the mid-west of the US is going to turn out to be very smart over the long haul.
BUY
He likes the rails. It does have exposure to the economy. It's a good infrastructure play. He is more partial to CN then CP but they are both good.
BUY
Railways are interesting. Has room for improvement. Good investment, but she chose CN rail instead, although this is still good.
BUY
This is the junior of the 5 or so big rail companies. It’s probably ultimately a takeout if commodities stay strong. Well run.
PAST TOP PICK
(A Top Pick Oct 12/06. Up 23.1%.) Still a Buy. Economically sensitive. Recently made an acquisition of a US rail. Good growth engine. Their exposure to coal bodes well for them.
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