Canadian National R.R. | StockChase
984
Canadian National R.R. (CNR-T)

Last Price Recorded: $107.1000 on 2018-05-19

ON STOCKCHASE SINCE Oct 2000

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984
Canadian National R.R. (CNR-T)

Last Price Recorded: $107.1000 on 2018-05-19

ON STOCKCHASE SINCE Oct 2000

Transportation

Canadian National R.R.


Signal Opinion Expert
DON'T BUY

They had a surge in volume, but suffered terrible weather and couldn't meet demand. The new CEO will attack these problems with new and more trains and tracks. Meanwhile, other rails like CSX are catching up. 

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They had a surge in volume, but suffered terrible weather and couldn't meet demand. The new CEO will attack these problems with new and more trains and tracks. Meanwhile, other rails like CSX are catching up. 

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Mario Mainelli, CFA

Portfolio Manager, Caldwell Investment ...

PricePrice
$102.200
Owned Owned
Unknown

BUY

It's a solid industrial company that's seen a slight pullback. A good long-term hold, a play on the economy, particularly in the west to transport oil where there's tremendous demand (from a lack of pipelines).

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It's a solid industrial company that's seen a slight pullback. A good long-term hold, a play on the economy, particularly in the west to transport oil where there's tremendous demand (from a lack of pipelines).

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Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$102.080
Owned Owned
Unknown

BUY

Relatively cheap compared to its peers. Cost increases. He is modeling 9% earnings growth. You can write a put. The trend is good over a couple of years.

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Relatively cheap compared to its peers. Cost increases. He is modeling 9% earnings growth. You can write a put. The trend is good over a couple of years.

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Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$98.450
Owned Owned
No

PAST TOP PICK

(A Past Top Pick on Aug. 30, 2017, Down 0.17%) It's rallied 10% off the lows. The market reacted well to last week's earnings with a strong balance sheet. During the conference call, the CEO addressed several investor concerns, including bottlenecks. Bad weather hasn't helped. It's his worst-performing stock of the past 12 months, but he'll hold on. 

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(A Past Top Pick on Aug. 30, 2017, Down 0.17%) It's rallied 10% off the lows. The market reacted well to last week's earnings with a strong balance sheet. During the conference call, the CEO addressed several investor concerns, including bottlenecks. Bad weather hasn't helped. It's his worst-performing stock of the past 12 months, but he'll hold on. 

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Mike S. Newton, CIM FCSI

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$99.170
Owned Owned
Yes

WATCH

They have been struggling.  It is a great franchise.  Consolidation has been the story and this has been a great story since the early '90s.  They are well run but we ran into problems with weather.  We are not building a third rail line in Canada.  The issue is valuation.  They are trading at much higher multiples than they have.  He is watching it.  You could put it away for 20 years and not worry.

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They have been struggling.  It is a great franchise.  Consolidation has been the story and this has been a great story since the early '90s.  They are well run but we ran into problems with weather.  We are not building a third rail line in Canada.  The issue is valuation.  They are trading at much higher multiples than they have.  He is watching it.  You could put it away for 20 years and not worry.

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Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$99.900
Owned Owned
Unknown

BUY

There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

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There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

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Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$99.900
Owned Owned
Yes

BUY on WEAKNESS

He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

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He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

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Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$98.460
Owned Owned
No

WATCH

Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

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Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

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Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$96.580
Owned Owned
No

SELL ON STRENGTH

The rail sector is very, very cyclical.  If industrials are doing well, then the rails should be doing well.  He thinks 2019/20 is when the next recession hits and the rails will do badly then.  He would avoid the rails a bit.

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The rail sector is very, very cyclical.  If industrials are doing well, then the rails should be doing well.  He thinks 2019/20 is when the next recession hits and the rails will do badly then.  He would avoid the rails a bit.

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Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$94.740
Owned Owned
Unknown

BUY

He has owned this for a long time. Because of the better infrastructure layout, he prefers them over CP. He just doubled their position recently, cognizant of the issues with the new management changes. The infrastructure cannot be replicated, but it still has to be run well.

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He has owned this for a long time. Because of the better infrastructure layout, he prefers them over CP. He just doubled their position recently, cognizant of the issues with the new management changes. The infrastructure cannot be replicated, but it still has to be run well.

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Bill Harris, CFA

Portfolio Manager, Avenue Investment Ma...

PricePrice
$93.760
Owned Owned
Yes

COMMENT

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

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What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

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Alex Ruus

Portfolio Manager, Arrow Capital Manage...

PricePrice
$94.160
Owned Owned
Unknown

TOP PICK

It has gone through a lot of changes recently.  They had a tough winter.  They had capacity constraints.  It is the cheapest it has been in years.  He models 9% earnings per share growth.  They can fix their issues.  They should be trading at a premium.  (Analysts’ target: $104.94).

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It has gone through a lot of changes recently.  They had a tough winter.  They had capacity constraints.  It is the cheapest it has been in years.  He models 9% earnings per share growth.  They can fix their issues.  They should be trading at a premium.  (Analysts’ target: $104.94).

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Greg Newman

Director & Portfolio Manager, Scotia Wealth Manage...

PricePrice
$94.160
Owned Owned
Yes

COMMENT

CN (CNR-T) versus CP (CP-T).  He would love to see CNR-T to pullback to $83 and has a model price of $120.  He has a model price on CP-T of $261.   There is more upside potential on CNR-T.

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CN (CNR-T) versus CP (CP-T).  He would love to see CNR-T to pullback to $83 and has a model price of $120.  He has a model price on CP-T of $261.   There is more upside potential on CNR-T.

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Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc....

PricePrice
$96.660
Owned Owned
Unknown

TOP PICK

A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

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A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

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Douglas Kee

Chief Investment Officer, Leon Frazer & Associ...

PricePrice
$94.090
Owned Owned
Yes

BUY on WEAKNESS

It went sideways in 2017.  There was almost no reaction today to a change in the CEO.  It is not an expensive stock right now.  You could buy closer to the recent lows.

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It went sideways in 2017.  There was almost no reaction today to a change in the CEO.  It is not an expensive stock right now.  You could buy closer to the recent lows.

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Larry Berman CFA, CMT, CTA

Chief Investment Officer, Partner, ETF Capital Manageme...

PricePrice
$97.150
Owned Owned
Unknown

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