TSE:CNR
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Nervous markets await NvidiaThis summary was created by AI, based on 48 opinions in the last 12 months.
Canadian National Railway (CNR) is viewed as a critical player in the North American transportation infrastructure, operating within an oligopoly alongside Canadian Pacific Railway (CP). Opinions are mixed; while many analysts highlight the company’s strong business model and essential role in logistics between Canada and the U.S., concerns have emerged regarding recent challenges such as labor strikes and adverse weather affecting performance. The recent downturn in stock price has made the stock more attractive, prompting some experts to suggest it may be a good time to purchase. Many appreciate CNR's dividend growth and long-term stability, although fears of rising costs and increased competition due to the CP-Kansas City merger cast a shadow over its prospects. Overall, CNR is seen as a solid long-term investment, particularly for those interested in steady growth and income through dividends.
Sold this in favour of trucking, a more cyclical and higher-torque way to get exposure to recovery in manufacturing and merchandising. Covid explosion in purchasing made for difficult comparisons later, so trucking experienced a 3-year "freight recession".
Still, there's no good reason to abandon the rails. They give you a good franchise and "forever" earnings power. Sector is largely an oligopoly. Those trains should still be rolling 100 years from now. This name is a backbone of the Canadian economy. Tremendous compounder and TSX outperformer.
Canadian company. He's been 75% US, 25% Canada for a long time. He's now trying to reverse that and repatriate some of that US cash. The stock's been through a lot, dropping $40 in the last little bit. Spending lots of $$ to improve infrastructure, which will hopefully translate into some growth. Tariffs will resolve themselves shortly. Fairly good dividend of 2.53%.
Doesn't own yet, but plans to buy with proceeds from sale of US stocks. Sell if it drops below $130.
Both are really good, monopoly-type businesses. On timing, don't do either right now. Tariff inflation hasn't happened yet, but it will. As that causes economic problems, it will affect the economically sensitive names. The NA economy is vulnerable right now.
That said, his preference is definitely CP. Now that it includes Mexico, its footprint is so unique. Growth profile gives them more upside on earnings, which provides a buffer during economic weakness. Both trade at less than 20x PE, but CP is more compelling, along with its phenomenal management team. An OK buy here, but be prepared to buy more if it does get hit. Perhaps buy 1/2 a position now, and then the other half later whether it goes up or down.
Sold late last year, due to worries partly on tariffs and partly on management's ability to create value. Didn't like that it was buying back stock using debt, or yo-yo projections (up) versus guidance (down). Heavy capex business. Growth hasn't been there with pandemic, tariffs, inflation.
Probably some good value here. If you have a long-term investment horizon, not the worst idea to have a 1-2% position in the Canadian rails and just leave it alone. Doesn't have a strong conviction either way right now on CNR vs. CP.
Something she's looking at now. Higher yield, lower valuation. Has come up significantly in the past week or two with the market run. If it went back down to $125, she'd definitely be interested. Stable, not easily replicable. Consistent cashflow that supports the dividend. Still the cheapest way to transport goods. Prefers it to CP.
Is watching it after falling to current levels. The rails track GDP levels. CN boasts a slightly lower PE and higher ROE than CP, but are paying much more in price-to book than CP, but you get more. Overall, it evens out slightly in CP's favour. You can buy some shares now and more if it falls further.
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)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.
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, 54 stock analysts published opinions about CNR-T. 18 analysts recommended to BUY the stock. 18 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.
54 stock analysts on Stockchase covered Canadian National R.R. In the last year. It is a trending stock that is worth watching.
On 2025-07-04, Canadian National R.R. (CNR-T) stock closed at a price of $144.12.
Pricing power. Good track record on safety. Last year, economy was weaker, and this hit the rails. Labour disruptions. Volumes were affected. Affirmed guidance after Q1 reporting, expects 10-15% EPS growth (assuming there's still volume growth and no recession). Valuation is now at a very attractive multiple compared to historical levels and to the group.
(Analysts’ price target is $162.93)Went public in 1995, and has increased dividend every year since. Yield is 2.49%.