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This Week’s Stock Picks & BNN Top Picks Summary: JPM-N, META-Q and 19 Stock and 5 ETF Top Picks (Apr 04-10)Wall St. flat amid earnings, TSX fades3 All CanadianThis summary was created by AI, based on 48 opinions in the last 12 months.
Canadian National Railway (CNR) has shown mixed sentiment among experts, with many emphasizing its critical role in North America's transportation infrastructure. Despite facing challenges such as labor disruptions and extreme weather, CNR is viewed as a stable, long-term investment, particularly due to its oligopoly status alongside Canadian Pacific (CP). Experts generally agree on the company's potential for growth with an expected uptick in trade, alongside a steady dividend yield, albeit with caution regarding short-term price fluctuations. Analysts have noted its valuation relative to peers, suggesting it is trading at a discount to CP, making it attractive for long-term holders. However, tariff uncertainties and a slowing economy remain potential headwinds that could affect performance in the near term.
Critical piece of the supply chain. Still remains a dominant player in the vast network linking Canada and the US. Rough Q4 from labour strikes and extreme weather. Yield ~3.4%.
Stable, long-term asset, but facing margin headwinds from rising costs and lower productivity. Increased competition from CP-KSU merger.
As part of the CP/CNR oligopoly, it will always make money. Not even AI can make rails obsolete anytime soon. Very capital intensive -- operating costs, unionized workers, equipment. So FCF as percentage of revenue is not that amazing. Even with pullback today, still trades ~18-20x PE. Not overly expensive, but not cheap either.
Probably OK if you have a long-term view and want reasonable stability, grow as fast as the economy, get some efficiencies along the way, and collect the dividend. But it's not for him.
Owns both, core holdings. No one's building any more rails. Cheaper to ship commodities by rail than any other way. If an economic slowdown, traffic and volumes will slow down but it's still a pretty steady business.
If the trade war goes on, everything gets more expensive and these two will be impacted negatively. But these events are always temporary. Trade wars are not good for inflation or the economy with US mid-term elections only 2 years away. He's trusting that rational minds will prevail.
Good idea. Together, CP and CNR have a duopoloy within Canada plus operations in the US. Rails have not performed that well this past year. Company guiding to high-single to double-digit topline growth. Tariffs won't impact directly, but risk is that economic slowdown would affect volumes. Trading ~18x forward PE, and wide discount to CP.
Canadian National R.R. is a Canadian stock, trading under the symbol CNR-T on the Toronto Stock Exchange (CNR-CT). It is usually referred to as TSX:CNR or CNR-T
In the last year, 40 stock analysts published opinions about CNR-T. 22 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Canadian National R.R..
Canadian National R.R. was recommended as a Top Pick by on . Read the latest stock experts ratings for Canadian National R.R..
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
40 stock analysts on Stockchase covered Canadian National R.R. In the last year. It is a trending stock that is worth watching.
On 2025-04-11, Canadian National R.R. (CNR-T) stock closed at a price of $138.53.
It's been a struggle holding this for years. The dividend continues to grow. With more trade, will be more transport by rails which is 300% more efficient than truck. Trades at a cheap 17x PE. Add some now, more later. If we don't trade with the US, we will be shipping to the coasts to export abroad.
(Analysts’ price target is $172.72)