Canadian National R.R. (CNR-T) Stock Predictions - Stockchase
WATCH LIST
1025
Canadian National R.R. (CNR-T)

ON STOCKCHASE SINCE Oct 2000

Transportation

Canadian National R.R.

CNR-T

342 watching          
Join the Discussion

Canadian National R.R. (CNR-T) SAVE Jan, 23, 2019, 3:44 am

108.21 3.59 (3.21%)

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

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

What the experts are saying about CNR-T



  • All
  • Filtered
Signal Opinion Expert
WATCH

They have been struggling.  It is a great franchise.  Consolidation has been the story and this has been a great story since the early '90s.  They are well run but we ran into problems with weather.  We are not building a third rail line in Canada.  The issue is valuation.  They are trading at much higher multiples than they have.  He is watching it.  You could put it away for 20 years and not worry.

Transportation
0 0 0 0 0
0 comments

They have been struggling.  It is a great franchise.  Consolidation has been the story and this has been a great story since the early '90s.  They are well run but we ran into problems with weather.  We are not building a third rail line in Canada.  The issue is valuation.  They are trading at much higher multiples than they have.  He is watching it.  You could put it away for 20 years and not worry.

Transportation
0 0 0 0 0
0 comments
Lyle Stein

Sr. Portfo, Vestcap Investment M...

Price Price
$99.900
Owned Owned
Unknown

BUY

There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

Transportation
0 0 0 0 0
0 comments

There is rational competitors and high barriers of entry. That is why he really likes the industry. Pricing power is important. The problem they have is they took on a lot of business in the last while and some of these customers are not happy. There are some issues there. One of the best networks around.

Transportation
0 0 0 0 0
0 comments
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$99.900
Owned Owned
Yes

BUY on WEAKNESS

He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

Transportation
0 0 0 0 0
0 comments

He would love to be a buyer near $85.  The model is calling for 17% upside at current price levels.  Current management instability may help push it down to his target buy level. 

Transportation
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$98.460
Owned Owned
No

WATCH

Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

Transportation
0 0 0 0 0
0 comments

Earnings were just announced and are in line with expectations. They've have service problems--trains sitting in dockyards and moving slowly. Did they fire the CEO as a result? But this is an interesting opportunity now as the economy improves. He's looking at it. Expects 7-10% earnings growth compounded over the long term.

Transportation
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$96.580
Owned Owned
No

SELL ON STRENGTH

The rail sector is very, very cyclical.  If industrials are doing well, then the rails should be doing well.  He thinks 2019/20 is when the next recession hits and the rails will do badly then.  He would avoid the rails a bit.

Transportation
0 0 0 0 0
0 comments

The rail sector is very, very cyclical.  If industrials are doing well, then the rails should be doing well.  He thinks 2019/20 is when the next recession hits and the rails will do badly then.  He would avoid the rails a bit.

Transportation
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$94.740
Owned Owned
Unknown

BUY

He has owned this for a long time. Because of the better infrastructure layout, he prefers them over CP. He just doubled their position recently, cognizant of the issues with the new management changes. The infrastructure cannot be replicated, but it still has to be run well.

Transportation
0 0 0 0 0
0 comments

He has owned this for a long time. Because of the better infrastructure layout, he prefers them over CP. He just doubled their position recently, cognizant of the issues with the new management changes. The infrastructure cannot be replicated, but it still has to be run well.

Transportation
0 0 0 0 0
0 comments
Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$93.760
Owned Owned
Yes

TOP PICK

It has gone through a lot of changes recently.  They had a tough winter.  They had capacity constraints.  It is the cheapest it has been in years.  He models 9% earnings per share growth.  They can fix their issues.  They should be trading at a premium.  (Analysts’ target: $104.94).

Transportation
0 0 0 0 0
0 comments

It has gone through a lot of changes recently.  They had a tough winter.  They had capacity constraints.  It is the cheapest it has been in years.  He models 9% earnings per share growth.  They can fix their issues.  They should be trading at a premium.  (Analysts’ target: $104.94).

Transportation
0 0 0 0 0
0 comments
Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$94.160
Owned Owned
Yes

COMMENT

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

Transportation
0 0 0 0 0
0 comments

What company do you prefer CN Rail (CNR-T) or TransCanada (TRP-T)? He likes both. Near term he likes a little more Transcanada (TRP-T) as it is an asset class that is in shortage now. CN Rail (CNR-T) took the cost cutting a little too far and is struggling a little but long term they are a great business.

Transportation
0 0 0 0 0
0 comments
Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$94.160
Owned Owned
Unknown

COMMENT

CN (CNR-T) versus CP (CP-T).  He would love to see CNR-T to pullback to $83 and has a model price of $120.  He has a model price on CP-T of $261.   There is more upside potential on CNR-T.

Transportation
0 0 0 0 0
0 comments

CN (CNR-T) versus CP (CP-T).  He would love to see CNR-T to pullback to $83 and has a model price of $120.  He has a model price on CP-T of $261.   There is more upside potential on CNR-T.

Transportation
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$96.660
Owned Owned
Unknown

TOP PICK

A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

Transportation
0 0 0 0 0
0 comments

A core holding. Dividend grower, increasing 10% this year. It has had its challenges, but the good news is their volume growth exceeded expectations. They have congestion problems in the west and the U.S. They're spending a lot of money with 60 new locomotives and 300 more train crews. Will right itself in the second half of 2018. Earnings YOY may be flat, but should rise 10% next year. There's more to the story in the recent CEO change. Maybe he was an interim CEO all long. (Analysts' price target is $105.61.)

Transportation
0 0 0 0 0
0 comments
Douglas Kee

Chief Inve, Leon Frazer & Associ...

Price Price
$94.090
Owned Owned
Yes

BUY on WEAKNESS

It went sideways in 2017.  There was almost no reaction today to a change in the CEO.  It is not an expensive stock right now.  You could buy closer to the recent lows.

Transportation
0 0 0 0 0
0 comments

It went sideways in 2017.  There was almost no reaction today to a change in the CEO.  It is not an expensive stock right now.  You could buy closer to the recent lows.

Transportation
0 0 0 0 0
0 comments
Larry Berman CF

Chief Inve, ETF Capital Manageme...

Price Price
$97.150
Owned Owned
Unknown

BUY

He agrees with a viewer’s comment that this is part of the backbone of the Canadian economy. The rails are great to own long-term. However, NAFTA changes could interfere with CN, which is very big in the intermodal business. It fills a lot of boxcars that it transports across Canada and through the United States, and to Mexico. CN is also having trouble servicing all of the new capacity that it took on last year. He prefers CN to CP. Increasing pipeline capacity will not harm CN by taking oil-transportation business away from CN, because CN is so busy that it can’t currently take advantage of the opportunity to carry lots more oil, so when that opportunity declines, there won’t be much business lost. He added to his CN position a month ago.

Transportation
0 0 0 0 0
0 comments

He agrees with a viewer’s comment that this is part of the backbone of the Canadian economy. The rails are great to own long-term. However, NAFTA changes could interfere with CN, which is very big in the intermodal business. It fills a lot of boxcars that it transports across Canada and through the United States, and to Mexico. CN is also having trouble servicing all of the new capacity that it took on last year. He prefers CN to CP. Increasing pipeline capacity will not harm CN by taking oil-transportation business away from CN, because CN is so busy that it can’t currently take advantage of the opportunity to carry lots more oil, so when that opportunity declines, there won’t be much business lost. He added to his CN position a month ago.

Transportation
0 0 0 0 0
0 comments
Bryden Teich

Portfolio , Avenue Investment Ma...

Price Price
$97.490
Owned Owned
Yes

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

February 16, 2018

Canadian National (CNR-T) vs Canadial Pacific (CP-T). He owns CNR-T and thinks CP is more commodity based (grains and agriculture and lumber). CNR-T moves more goods. Oil companies are careful to over committing to rail, because it is more expensive to ship than by pipe. Buy CP if you thing more commodity shipments will occur. Buy CN if you think more inter-modal goods will be shipped.

Transportation
0 0 0 0 0
0 comments

Canadian National (CNR-T) vs Canadial Pacific (CP-T). He owns CNR-T and thinks CP is more commodity based (grains and agriculture and lumber). CNR-T moves more goods. Oil companies are careful to over committing to rail, because it is more expensive to ship than by pipe. Buy CP if you thing more commodity shipments will occur. Buy CN if you think more inter-modal goods will be shipped.

Transportation
0 0 0 0 0
0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$95.640
Owned Owned
Yes

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

February 13, 2018

Neutral. Earnings are pretty good, but the commodities business is skaky. If NAFTA goes down, what happens to cross-border traffic? Too uncertain.

Transportation
0 0 0 0 0
0 comments

Neutral. Earnings are pretty good, but the commodities business is skaky. If NAFTA goes down, what happens to cross-border traffic? Too uncertain.

Transportation
0 0 0 0 0
0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$95.280
Owned Owned
Unknown

HOLD

They are going to be shipping more goods in the future. Kind of a cyclical business. This should be a core holding in a portfolio if you own it. He would be all over it if it fell to $90.

Transportation
0 0 0 0 0
0 comments

They are going to be shipping more goods in the future. Kind of a cyclical business. This should be a core holding in a portfolio if you own it. He would be all over it if it fell to $90.

Transportation
0 0 0 0 0
0 comments
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$96.500
Owned Owned
No

Showing 46 to 60 of 1,025 entries
Successfully Saved Company
Successfully Saved Company
9+
JOIN THE DISCUSSION
9 comments in the last 7 days