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Showing 1 to 15 of 1,170 entries
BUY on WEAKNESS
Really likes it. Also owns CP. Industrial exposure, but not labour intensive. Great business. CNR is under pressure to improve operational metrics. A bit pricey. For CP, lots of synergies with the KSU acquisition. Perhaps a bit more upside with CP over the next 12 months.
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COMMENT
CN Rail vs. CP Rail Asked to choose between these two. It's a close call. The railway business has been very resilient over many years. CP is much more exposed to grain which had a bad year. They also made a huge acquisition of Kansas City S which is dilutive in the short term but accretive over time. CN does not have this kind of uncertainty and not as much grain exposure so he would side with CN
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BUY on WEAKNESS
Great businesses however, thinks that railroad stocks (CP & CN) are overvalued. Growth outlooks don't justify valuations. Wait to buy on a pullback. Free cash flow yields are too low low (~3.5%) 20x earnings an attractive point of entry.
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BUY
CNR vs. CP You can probably buy CP here, hold it for the long term, make pretty good money, and outperform the TSX. He aims to buy the best opportunity in each sector, so he owns CNR. BC flooding will impact earnings of both, but not a long-term issue. KSU merger with CP is this week, likely to be approved, but a challenge integrating this sizeable acquisition. Opportunity is better in CNR.
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COMMENT
CNR is probably the better buy right now. Likes CP but it is trading at 20x which is expensive. CNR has a better price to growth level.
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COMMENT
Owns CN Rail and is happy with the share price recovering lately. The play book has been to invest in railroads facing activist pressure. Feels that there will be big changes in CNR soon. CP is also good. Positive on railroads. Lots of upside potential in CNR.
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HOLD
Operational gains have seen diminishing returns. Multiple expansion has kept the stock going. Does the multiple expansion continue, are there more operational efficiencies? Both are ambiguous. That's why they tried to acquire KCU. Slowdown in durable goods, fuel cost inflation, labour price inflation. Economy may slow in the next 12-18 months. Great long-term company. If you own don't sell, but he wouldn't buy here.
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HOLD
Historically the most efficient. Likes railways as a whole, the backbone of the countries. Expansion caused issues such as operating ratio increasing, which is bad. Shareholder pressure has forced them to state goals for improvement. This should play out positively in the next couple of years.
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COMMENT
CN vs. CP He sold CNR earlier this year over high valuation. Both enjoy an oligopoly. Another concern is growth for both rails. Exit when the PE gets too stretch. Both were so desperate for growth that they battled over KSU. He prefers CP, though both are well run, though both PEs are rich. He'd add to CP on a pullback.
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WATCH
In a maelstrom of a big investor wanting to remove the CEO and the board. Performance of the company has been dreadful so he agrees. They had pricing power, get lowest costs and best railroad efficiency ratios with a rising dividend. This has not been happening in the last few years. There is no reason for drop in cash flow, higher operating prices, etc because it is in an oligopoly.
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BUY
CP vs. CN CP is in the process of buying KSU, beating out CN last month. CN is the better rail with better assets than CP. Facing an activist shareholder, CN just announced $700 million in cost savings to return to their industry-leading operating ratio. CP's issue is that it has a weaker network, but will be boosted if they absorb KSU. He's not sure it's a slam dunk that CP will win KSU, because the US federal commission may balk. If it does happen, CP will take on a lot of leverage and integration risk that will distract them in their core business that cold let CN take away some of that market share.
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HOLD
CNR vs. CP Rail industry is a great area to be in. Limited competition, strong barriers to entry, environmentally friendly, pricing power, got rid of non-core assets. Continue to own them, even on the dips. As the economy gets better, they'll do well. The KSU deal will make CP more competitive with CNR. Two of the best companies in the sector in NA. Own one or both.
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BUY
CNR vs. CP The takeover was a real love triangle. He's confident CP will get approval. You want to buy them into this weakness. 9% growth rate, 17.5x 2023 earnings. Will be a better entity going forward. CNR looks very good with their new strategy to better their OR over time. Both are to be owned at this point.
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DON'T BUY
CP vs. CP Don't chase CN now. There's a bidding war by CN and CP for KSU. KS is talking to CP and he expects CP to win the war. He prefers CP. He's short CP, because he's long KSU. CP looks good in terms of earnings.
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BUY

CN vs. CP It's surging today. Rails are good--they are the economy. CN is more of a commodity shipper and commodities are in demand. Both CN and CP will be hit by the weak grain harvest from lack of rain. He hopes CN wins the battle for KSU. (Didn't comment much on CP.) There is integration risk in buying KSU and they will need to borrow money to close the deal, but this is a short-term problem and it's worth building a network to Mexico.

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Showing 1 to 15 of 1,170 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 23

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 33

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, 33 stock analysts published opinions about CNR-T. 23 analysts recommended to BUY the stock. 4 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?

33 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 2022-01-24, Canadian National R.R. (CNR-T) stock closed at a price of $152.73.