Canadian National R.R.

CNR-T

TSE:CNR

129.82
1.02 (0.78%)
The Canadian National Railway Company is a Canadian Class I freight railway headquartered in Montreal, Quebec that serves Canada and the Midwestern and Southern United States. CN's slogan is "North America's Railroad".
More at Wikipedia

Analysis and Opinions about CNR-T

Signal
Opinion
Expert
HOLD
HOLD
October 24, 2019

CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.

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CP-T vs. CNR-T. He owns CP-T and not CNR-T although both are excellent. He prefers Canadian rails to US rails. Both just reported modest volume headwinds but CNR-T had to cut their guidance and CP-T did not. The cuts are transitory in nature for both but over the next couple of years CP-T is positioned better to navigate through these volume headwinds.

BUY
BUY
October 21, 2019

CNR-T vs. CP-T. He is optimistic with respect to the rails. You get about 3/4ths of your lift when the industry picks up. CNR-T is slightly better than CP-T but the difference is not massive.

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CNR-T vs. CP-T. He is optimistic with respect to the rails. You get about 3/4ths of your lift when the industry picks up. CNR-T is slightly better than CP-T but the difference is not massive.

BUY
BUY
October 15, 2019
His model price is $147.54. $96 is a definite buy level. Likes it.
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His model price is $147.54. $96 is a definite buy level. Likes it.
BUY WEAKNESS
BUY WEAKNESS
October 10, 2019
Best railroad in North America. All rails are under pressure because freight volumes are declining. Trade wars are hurting the trade flows. Recent valuation got stretched. 28-29% ROE. If it gets around $110, you can jump in with both hands. Great company, respects management, oligopoly.
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Best railroad in North America. All rails are under pressure because freight volumes are declining. Trade wars are hurting the trade flows. Recent valuation got stretched. 28-29% ROE. If it gets around $110, you can jump in with both hands. Great company, respects management, oligopoly.
BUY WEAKNESS
BUY WEAKNESS
October 9, 2019
Will it bounce back quickly? All rails have pulled back over fears of a slowing economy. Shipping volumes in things like coal have slowed. Rails are soft industrials, meaning less cyclical than, say, mining. She's been buying on dips. Or you can hold onto it. Crude by rail will continue to benefit them. A well-run company that's investing in tech to increase efficiency.
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Will it bounce back quickly? All rails have pulled back over fears of a slowing economy. Shipping volumes in things like coal have slowed. Rails are soft industrials, meaning less cyclical than, say, mining. She's been buying on dips. Or you can hold onto it. Crude by rail will continue to benefit them. A well-run company that's investing in tech to increase efficiency.
BUY WEAKNESS
BUY WEAKNESS
October 8, 2019
Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.
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Take profits? It's a cyclical and has been sideways since April then recently dipped down. Rail traffic has fallen 5-6%, but this regularly happens to the rails. This decline will set you up to add to your existing position. CN has built parallel rail lines to combat bad winter weather. Accumulate this stock slow but surely over time.
HOLD
HOLD
October 7, 2019
Rail stocks have been under pressure because they move the economy's goods and there is a slowdown in manufacturing. In the near term it looks like it could be soft. He thinks it is the best managed and best run railroad in North America.
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Rail stocks have been under pressure because they move the economy's goods and there is a slowdown in manufacturing. In the near term it looks like it could be soft. He thinks it is the best managed and best run railroad in North America.
HOLD
HOLD
October 4, 2019
He likes them and owns it for clients. If you want to move things by rail there are only two companies -- the definition of an oligopoly with strong price control. The threat of an oncoming recession only offsets some of the need to move commodities. He thinks it will do just fine as a hold.
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He likes them and owns it for clients. If you want to move things by rail there are only two companies -- the definition of an oligopoly with strong price control. The threat of an oncoming recession only offsets some of the need to move commodities. He thinks it will do just fine as a hold.
HOLD
HOLD
October 4, 2019
Railways are in good condition. He doesn't see transport will be depressed even with a recession. However, it's now at a high multiple and their yields aren't exciting. He would focus on cashflow more.
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Railways are in good condition. He doesn't see transport will be depressed even with a recession. However, it's now at a high multiple and their yields aren't exciting. He would focus on cashflow more.
DON'T BUY
DON'T BUY
October 3, 2019
Not interested in transportations at the moment. Shipping metrics are questionable. Breaking down on the charts. Between January - May is optimal holding period. Technicals are rolling over.
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Not interested in transportations at the moment. Shipping metrics are questionable. Breaking down on the charts. Between January - May is optimal holding period. Technicals are rolling over.
DON'T BUY
DON'T BUY
October 2, 2019
He doesn't like them now. Terrific businesses, but are fully valued with minimal upside. Of the two, he prefers CN, but only a little. Buy them when the market slows down. You can pick away at both of them in the coming year--you have time.
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He doesn't like them now. Terrific businesses, but are fully valued with minimal upside. Of the two, he prefers CN, but only a little. Buy them when the market slows down. You can pick away at both of them in the coming year--you have time.
HOLD
HOLD
September 27, 2019
CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.
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CN continues to be the most efficient railroad in terms of operating ratio. They are sensitive to the economy. Unless there is a need for cash, he would stick with it and collect the dividends.
BUY
BUY
September 26, 2019

CN vs CP After a lousy 30-40 years, the rails now enjoy sustained demand, high barriers to entry and free cash flow that can pay down debt and raise dividends. He likes this industry. He owns CN.

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CN vs CP After a lousy 30-40 years, the rails now enjoy sustained demand, high barriers to entry and free cash flow that can pay down debt and raise dividends. He likes this industry. He owns CN.

PAST TOP PICK
PAST TOP PICK
September 26, 2019
(A Top Pick Oct 11/18, Up 10%) Rails offer good cash flow and growth. The only issue they can't do more acquisitions, given regulations.
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(A Top Pick Oct 11/18, Up 10%) Rails offer good cash flow and growth. The only issue they can't do more acquisitions, given regulations.
DON'T BUY
DON'T BUY
September 25, 2019

Railway traffic is declining--news today. Overall, there are fears that the economy is slowing. Look at FedEx's stock and guidance. So investors are selling shares in stocks like CNR.

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Railway traffic is declining--news today. Overall, there are fears that the economy is slowing. Look at FedEx's stock and guidance. So investors are selling shares in stocks like CNR.

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