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Investor Insights

This summary was created by AI, based on 29 opinions in the last 12 months.

The experts have varying opinions on CNR-T, with some preferring it over CP due to its historical management and dividend performance, while others are more bullish on CP's growth strategy and recent acquisition. The company is seen as a defensive industrial with valuable assets and strong pricing power, but the potential impact of a recession is a concern for some experts. Overall, there is a consensus that CNR-T is a solid long-term investment with strong potential for growth and dividends.

Consensus
Solid
Valuation
Fair Value
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
DON'T BUY
CNR vs. CP

Had the advantage in early days, with all kinds of government money spent on it. If he had to choose today, he'd pick CP. CP seems to have an expansive view with KSU takeover, more aggressive growth strategy, better growth possibilities.

Transportation
BUY

Top railway pick. Has been a long term investor in the company. Would recommend buying on recent share price weakness. Assets are very valuable given ability to build new rail lines. Pricing is inflation protected. 

Transportation
DON'T BUY

The rails trade in tandem. With CP buying Kansas City, CP now competes head-to-head with CNR which used to have more of a north-south network. He isn't jumping into these stocks, because of a possible recession later this year. If you're a long, long-term holder, holding rails isn't bad, but he wouldn't but them now.

Transportation
BUY

Canadian railroads have 15% compound returns going back 30 years. CP has done way better than CNR. Wishes he owned CP, and you probably should own both. Will see buybacks, dividend increases, growth at GDP+. Always cutting costs. Will see double-digit returns for a very long time. Nothing can displace railroads. Drones just can't move the heavy stuff.

Bullish because we'll see more onshoring. Hard to tell if we're going into recession or accelerating. Should see restocking of inventory. 

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

We like CNR, and the company operates in a duopoly market with CP. Although the rail industry may not grow too fast from here, the industry has tremendous staying power, and we expect CNR could continue to grow its dividends for decades.
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Transportation
HOLD

Canada is in a recession that impact the rails who move goods. Volumes are way down and so are revenues. Bulk commodities like grain are still doing well, and this remains a core holding of his. Industrials do suffer in a wider slowdown, but less so in Canada because we have fewer industrials than in the US. And rails are less cyclical. CN outperforms the TSX usually when markets are weak. They reiterate guidance, and he expects a dividend hike. Management is in good hands.

Transportation
BUY

Effectively has a similar network to CP's, through strategic contracts with other rail lines. Dividend has grown more significantly than CP's. Prefers CNR because it owns prime real estate around the choke point, Chicago, allowing it to get across the city faster than anyone. 

A bellwether for the economy, so price has suffered, but this is an opportunity to buy.

Transportation
BUY

Owns shares in company. Would recommend buying. Assets valuable since not building anymore. Strong pricing power. Free cash flow very strong. Excellent capital allocation with share buybacks. 

Transportation
WEAK BUY
Trans Mountain coming online, with a decrease of oil shipments by rail.

It's in the public interest to get this pipeline going, as it will be great for Canadian energy producers as a whole. Won't have a negative impact on the rails. Rail is not the most efficient for shipping oil, it's the overflow option. He's positive on CNR and CP, more so on CP.

Transportation
WAIT

Great acquisition of Kansas City by CP was a game changer. CNR is the gold standard in North America. US is not in a recession yet, but if it does happen, all the rails will get cheaper. Don't settle for just a 1% differential from the historical average, when you might be able to get it 20% cheaper.

Transportation
BUY

He also owns CP. Some sensitivity to volumes in an economic downturn. Historically, has outperformed the TSX during downturns. Long and strong this name. Wouldn't shy away from adding here, despite economic clouds.

Transportation
HOLD

Assets valuable - not building any more railroads.
Prefers CP Rail.
Buy on weakness.
Good for long term investors if willing to hold for long period of time. 

Transportation
BUY ON WEAKNESS

He owns and prefers CP, due to its recent acquisition. CNR has fallen more than CP, and this could be due to cyclical shipping volumes and some perceived weakness in the economy. Strong company. Could add on a material pullback.

Transportation
Showing 1 to 15 of 1,229 entries

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

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 15

Neutral - Hold Signals / Votes : 4

Bearish - Sell Signals / Votes : 7

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. 7 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 2024-02-28, Canadian National R.R. (CNR-T) stock closed at a price of $176.92.