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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
SELL
CNR (CNR-T) and CP (CP-T) have one thing in common; very energy efficient and very sensitive to the economy. If the economy slows down, and energy prices backed off, they would lose their competitiveness. Easy money has been made. Reduce your holdings, especially on any rally.
BUY
Rails are down because of worries about economic slowdown. Canadian rails are more insulated from the US downturn.
DON'T BUY
Both CNR (CNR-T) and CP (CP-T) are about the same price earnings multiples on this year's end next year's earnings with just about identical yields. Prefers CNR.
BUY
Management feels the second half of the year is going to be stronger.
DON'T BUY
Sold his holdings earlier this year as it had had a decent run. Likes company and management. There has been a total breakdown in the transportation index. Prefers CNR which he owns.
TOP PICK
Reported pretty good earnings. Prospects seem to be good going forward. Potash, coal and grain are going to be the big drivers. The efficiency ratio keeps going up. An attractive entry point.
BUY
Positive on both Canadian Pacific (CP-T) and Canadian National (CNR-T) railways. This one is not quite the same quality in terms of their route network. Has higher costs than CN but they are bringing them down. Cheaper. Good management.
DON'T BUY
Prefers CNR (CNR-T) because it is more diversified, both geographically and what they haul. This one is a commodity hauler, making them more exposed to the commodity market. This is the time you want to lighten up in cyclicals.
SELL
A very cyclical type stock. Very strong support in the mid-$40. Thinks it will come back and test that support.
BUY
On a relative price basis, would prefer this to CNR (CNR-T).
BUY
Has a pretty good outlook. Have had some recent problems with the value of coal and their Fording coal contract, but it looks like a pretty good year for grain. More of their transportation volumes are with higher value added stuff. Stands to benefit from Canada’s growing economy.
HOLD
Both Canadian Pacific (CP-T) and Canadian National (CNR-T) are exceptionally well-run businesses. If you believe commodities are going to continue to stay strong, then you should stay put.
DON'T BUY
A great company. This is more resource oriented then Canadian National (CNR-T). If commodity stocks are weakening, that makes this company more vulnerable.
BUY
Canadian National (CNR-T) and Canadian Pacific (CP-T) are both good places to get cyclical exposure without large multiples. Of the two, he prefers CP.
DON'T BUY
Would avoid railroads right now. Has been selling recently as he sees the bulk carriers not doing as well in the upcoming economic cycle.
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