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
0
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.

consensus icon
Consensus
Wait
valuation icon
Valuation
Overvalued
review icon
Similar
CNR, CNR
BUY ON WEAKNESS
This stock seems to run into resistance at around $50. This is an economy stock. There has been a lot of commodities to ship. A good, solid, long-term growth story. If it gets close to $45, buy more.
BUY
Just started to buy it again when it took a dip into the high $40’s. Still thinks it's a pretty good buy. Trains are a lot more efficient than trucks. There is a lot more natural resources that has to be moved. Not as good a company as CNR but is less expensive.
BUY
Railways have done very well in Canada. This one is very resource oriented. He prefers Canadian National (CN-T) as he likes the US exposure and the broader aspects of it.
BUY
Likes the rails. The downgrade in earnings estimates is due to Fording's (FDG.UN-T) downgrades. It's a better way to play the cyclical moves on grains, coal, basic materials, etc. Cost reductions over trucking continues to improve dramatically and should continue.
BUY
Likes the railway business and in Canada in particular. Has a much higher exposure in commodities than Canadian National (CNR-T) making it more volatile. Prefers CNR.
BUY
Guidance for next year is $3.75/3.85 but because they are conservative, could still make $4 at the end of the day. In the $47's is a decent entry point.
BUY
The rails have been a great industry to participate in. Good pricing power. The Cdn$ can hurt them. The industry is partly driven by the commodity cycle.
BUY
Likes this stock and it could move higher.
DON'T BUY
Making a lot of money on commodities. Management has seemed to be able to get their act together this year. A little pricey.
BUY
Has done extremely well. A sort of a commodity play. Have re-negotiated a coal contract with more favourable terms. Operating ratios are up.
BUY
It's a coal and emerging economy story. Before this, its profitability was OK in terms of its level, but it appeared to be stalled out. Its only in the last quarter that the ROE has started to accelerate and today, its profit growth is the fastest in the industrial sector. A high rate of profit growth is the most important factor for future returns.
PAST TOP PICK
(A Top Pick July 14/05. Up 7.5%.) Kind of a chicken kind of way to get some cyclical exposure. A bit of grain, a bit of coal. Fairly low multiple.
BUY
Likes both Canadian Pacific (CP-T) and Canadian National (CNR-T). The whole rail industry looks quite interesting. The capacity utilization is very strong. Has strong exposure to coal and metals which creates very strong traffic.
WEAK BUY
Has been a major recipient by the run up in commodities. More of a cyclical railway compared to CNR (CNR-T). Would prefer CNR as a long term hold.
DON'T BUY
The rails are interesting. It seems the more expensive that fuel gets, the better the rails do. They have an energy advantage over other transportation. If oil gets choppy, they will too. They are in a growth channel where you buy at the low side of the channel and sell at the upper range.
Showing 661 to 675 of 915 entries