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Investor Insights

This summary was created by AI, based on 34 opinions in the last 12 months.

Experts have mixed views on Canadian National R.R. with some favoring its long-term potential, strong fundamentals and compelling valuation. Others cite concerns about trade wars, tariffs, and reduced guidance due to wildfires and labour disruptions. Overall, the stock is seen as a long-term investment with steady EPS growth and solid balance sheet, but with short-term headwinds.

Consensus
Mixed
Valuation
Fair Value
HOLD
Sell CNR to buy BNS (down 3% today)?

No. He'd stick with CNR. CNR is part of a true duopoly in Canada. Its infrastructure is extremely difficult to replicate. If there's a resurgence in transportation, this name will do well. Can outperform the overall market over the long term. It won't be a tremendous investment, but it will do better than BNS over the next 3-5 years.

Banks have had a good run, so best to be a bit cautious now. 

Post-election in the US, prospects for the US economy and domestic manufacturing will be good for the transportation sector as a whole. With rails in the US, this name can benefit.

Transportation
DON'T BUY

In the spotlight recently because trade wars and tariffs could impact the volumes being taken to the US by quite a bit. ROE tends to be more profitable than CP, but you're paying close to twice the price-to-book. Prefers CP, as its merger with Kansas City has opened up a whole new area.

He'd be looking south of the border instead.

Transportation
WEAK BUY
Bottomed at $147? Start a position?

Looks good fundamentally. Long-term chart shows an upward trend, and then it's gone sideways for the last couple of years. Average price of $156 for that sideways consolidation phase. These bigger, more predictable companies can go sideways for years. Not bad for dividends. For Canadian investors, almost a must-own stock.

Short-term trading range is about $148 to $174. We're closer to the lower level now. Not a bad time to buy. Expectations should be tempered to 10%, or $15, over the next year.

Transportation
TOP PICK

Wildfires and labour disruptions hurt volumes. Recent quarterly results show that's improved. Guidance cut. Part of an oligopoly. More economical than trucking. Rails will be a solid part of the economy forever. Compelling valuation, good chance to step in. Yield is 2.2%.

Goods consumption has slowed as consumer spending has slowed. Question marks about tariffs and importing goods. If the US administration gets tougher on tariffs from Mexico (where CNR isn't as active as CP), that could benefit CNR as we see more goods come through Canada.

(Analysts’ price target is $180.84)
Transportation
BUY

He owns both CN and CP Rail and they are ones to hold for the long term. Rail is still the cheapest way of transportation. The stocks are cheap enough to offer double digit growth over the next five years.

Transportation
SELL

Always issues with weather or strikes. Buying back stock at a very poor price, so he was not happy with capital allocation.

Transportation
PARTIAL BUY

Attractive entry point, valuation is quite a discount to CP. Decreased earnings guidance due to general economy plus potential strike. Start building a position. Well positioned to take on additional capacity.

Transportation
WEAK BUY

Rail is the most efficient way to ship freight. In this higher inflationary environment he'd prefer a rail such as CNR or CP. CP is his preference. Wide moat, massive cost advantages to choosing this method of transport, tough to replace.

Transportation
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

CNR controls 19,500 miles of rail in Canada and the US and is intricate to the economy.  EPS grew 5% over the year in a trying market, now analysts expect double-digit annual growth over the next 5 years.  It trades at 18x earnings and supports 27% ROE.  We like that cash reserves are growing, while debt is aggressively retired and shares bought back.  We recommend setting a stop-loss at $141, looking to achieve $181 -- upside potential of 17%.  Yield 2.0% 

(Analysts’ price target is $180.71)
Transportation
DON'T BUY
CNR vs. CP, for a TFSA.

His preference is CP, due to the recent acquisition of Kansas City; still has synergies to go, better offerings for customers. High barriers to entry. Just pulled back on earnings.

Transportation
DON'T BUY

Cut to growth forecast is just a short-term thing. Over the long term, not too worried about the cyclicity of it. Prefers CP. 

Transportation
BUY

Has fallen alot because of the sense that the economy is weakening, but rails have pricing power. Are higher operational expenses due to issues in Vancouver and are labour negotations. He sees these as short-term headwinds. Rails are a great, environmentally friendly business. There are only 5 major rail companies in North America, which is another plus.

Transportation
WAIT

It has had a choppy sideways market. It tried to break out but the strike issues haven't helped. Wait to buy at $150.

Transportation
TOP PICK

Recession-resistant business model. More conservative earnings growth outlook. Great long-term investment. Recent 10% price drop is a great time to average down or get in. Lagged peers in performance, but still strong free cashflow and better operating margins. Yield is 2.2%.

Last year, earnings increased 15% YOY despite revenue slump and economic uncertainty. Pullback is an opportunity. If all goes well, should see 10-15% EPS growth through to 2026. Ranks 9/10, with 16% price appreciation to $180.

(Analysts’ price target is $186.05)
Transportation
BUY

Great business, likes rails. More environmentally friendly than trucking. Almost an oligopoly, can't build more rails. Falling because of a difficult commodity cycle, plus it's a cyclical in the face of slower economic growth. Worth buying at these levels. Executes well. Price competition with competitors no longer as cutthroat. 

Transportation
Showing 1 to 15 of 1,258 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 5

Bearish - Sell Signals / Votes : 6

Total Signals / Votes : 26

Stockchase rating for Canadian National R.R. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Canadian National R.R.(CNR-T) Frequently Asked Questions

What is Canadian National R.R. stock symbol?

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

Is Canadian National R.R. a buy or a sell?

In the last year, 26 stock analysts published opinions about CNR-T. 15 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Canadian National R.R..

Is Canadian National R.R. a good investment or a top pick?

Canadian National R.R. was recommended as a Top Pick by on . Read the latest stock experts ratings for Canadian National R.R..

Why is Canadian National R.R. stock dropping?

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.

Is Canadian National R.R. worth watching?

26 stock analysts on Stockchase covered Canadian National R.R. In the last year. It is a trending stock that is worth watching.

What is Canadian National R.R. stock price?

On 2024-12-06, Canadian National R.R. (CNR-T) stock closed at a price of $151.37.