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Most Anticipated Earnings: CNR-T, WCP-T and more Canadian Companies Reporting Earnings this Week (Jul 22-26)Wall St. flat amid earnings, TSX fades3 All Canadian
Investor Insights

This summary was created by AI, based on 25 opinions in the last 12 months.

Based on the reviews from different experts, it seems that Canadian National R.R. (CNR-T) is a well-established company with a strong management team and a focus on long-term growth. The company has a valuable asset in its rail network and is considered a bellwether for the economy. While there is some concern about economic downturns and competition in the industry, many experts believe that CNR has the potential to continue growing its dividends and delivering strong returns for investors.

Consensus
Bullish
Valuation
Fair Value
TOP PICK

Best in class business with excellent prospects. Assets very hard to replicate. Strong management team. Safe earnings that are very consistent. Business that is an essential service, that carries goods across the country. 

Transportation
HOLD
The rails vs. TFII

TFII is up 17% YTD, so not much of a pullback. On a YTD basis, outperforming the railroads. He likes both those businesses. Canada has good geography for trucking and infrastructure. 

CNR is the laggard. CP is doing nicely. He still regrets not switching from CNR to CP. 

Transportation
HOLD

It's traded in a lovely, rising range the past 10 years, but is now falling to the bottom of that channel. He'd hold on.

Transportation
WAIT

Economic indicator. As the economy weakens, particularly in Canada, stocks come down. Stocks are forward looking, so this is a view of the next 12-24 months. Can be a core holding. May drift lower. Around $160 a good place to start accumulating; won't shoot up, so you can take your time. Over time, most likely will continue to appreciate.

Transportation
PAST TOP PICK
(A Top Pick May 03/23, Up 2%)

Shares weak recently, but shipment volumes should rise as inflation eases. Labour negotiations right now. Leading indicator of the economy, and management seeing economic improvements. Strong fundamentals, profitability good, strong balance sheet. He'd buy more on weakness. Nice dividend yield of 2%.

Transportation
HOLD

Enjoys an oligopoly, but prefers CP which has a better footprint though you pay a higher multiple, which its growth justifies. Long term, CP will be a bigger winner. CN remains a fine business.

Transportation
BUY

Likes the rail industry, essentially an oligopoly, can't replicate rail infrastructure. A "soft" cyclical -- pricing power, transports diverse goods. Even though economy is slowing, they carry necessary goods, so OK as long as not an outright recession. You can hold rails through the cycle. She's been adding.

Transportation
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

NR’s total debt/equity is 100%, which means, CNR has one dollar of debt for every dollar of equity. We don’t think this leverage level is excessive given the stability and cash flow of the business. Also, we think net debt/EBITDA is a better metric to evaluate companies that generate consistent cash flow over the years, CNR’s net debt/EBITDA is 2.2x, moderately leveraged compared to CP and UNP of 3.2x and 2.7x, respectively. We are still very comfortable with CNR’s overall debt level.
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Transportation
WAIT

Rails are always good, but you need to buy them at the right time. Q1 was weak, sold off. Maintained guidance for 2024. On price to growth, trades at almost 2, with 11% growth. You could buy it lower. Hands down, buy CP now instead.

Transportation
BUY
CNR vs. CP

Rails in NA are an oligopoly. CP acquisition of Kansas City Southern is probably the last one we'll see in NA. Can't really go wrong with either. CNR valuation is more appealing. Industry has lots of tailwinds. 

Transportation
BUY

A bit soft recently on the back of earnings. Not building any more rails, cheapest way to transport lots of stuff including commodities. Likes it. Would add here. Rates have been fairly strong. Almost at full capacity.

Both CNR and CP are core holdings for him. He "likes his children equally", though for different reasons.

Transportation
PAST TOP PICK
(A Top Pick May 03/23, Up 8%)

Unfortunate timing that it fell $10 after earnings yesterday. Look at rails to see how economy's doing, as they're a leading indicator. Yesterday's earnings were fairly solid, management reaffirmed 2024 outlook of continuing to see expected improvements in economy. EPS growth expected at 10%, ROC 10-15%.

Strong fundamentals, high profitability, good balance sheet. Slightly higher multiple than market, but it's of higher quality than the market. Buy here on the pullback.

Transportation
TOP PICK

He buys and holds structural growth companies for a long time. They've bought back shares for 20 years and keep raising the dividend. It's a toll service, really, as they move goods. Share have been rangebound for a few years, but levels now look good. He's owned this for a long time and it's been a great performer. Trades at 22x forward PE, reflecting their earnings. With this, he'd make an exception and buy it at all-time highs.

(Analysts’ price target is $183.47)
Transportation
COMMENT

She likes the railways but doesn't own them since they are economically sensitive. If choosing between them she would pick CN since historically it has a better management team and a better dividend - 2% as opposed to CP's 0.7%. Also CP is still digesting its large Kansas City acquisition.

Transportation
HOLD
CNR vs. CP

He owns both. CP is the only one through Mexico-US-Canada.

Duopoly in Canada. Not building any more rails. Remains the cheapest mode of transportation for certain types of goods. Different, but both will do well.

Transportation
Showing 1 to 15 of 1,242 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 23

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, 23 stock analysts published opinions about CNR-T. 15 analysts recommended to BUY the stock. 2 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?

23 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 2024-07-22, Canadian National R.R. (CNR-T) stock closed at a price of $167.94.