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
BUY
BUY
June 24, 2019

If there's a recession, CN revenues will slow. They warned that their Q2 may be a little weak, though they'll hit their targets. They continue to generate a lot of cash flow and are adding more assets, like rail cars and lines. He believes the North American economy will continue to grow at 2-3%, so CN will benefit. A must-own. (CP is also good.)

Show full opinionHide full opinion

If there's a recession, CN revenues will slow. They warned that their Q2 may be a little weak, though they'll hit their targets. They continue to generate a lot of cash flow and are adding more assets, like rail cars and lines. He believes the North American economy will continue to grow at 2-3%, so CN will benefit. A must-own. (CP is also good.)

BUY
BUY
June 18, 2019

Which North American rail to buy? He used to own CSX. Rails are a good sector--more fuel-efficient than trucking. CNR is the best rail stock in Canada. Rails are a good investment. He's a little nervious that Canadian rails carry so much oil, because he's not a fan of commodities.

Show full opinionHide full opinion

Which North American rail to buy? He used to own CSX. Rails are a good sector--more fuel-efficient than trucking. CNR is the best rail stock in Canada. Rails are a good investment. He's a little nervious that Canadian rails carry so much oil, because he's not a fan of commodities.

BUY
BUY
June 13, 2019
It is the kind of stock to buy in a pullback. Lots of respect for the company. It is timely here.
Show full opinionHide full opinion
It is the kind of stock to buy in a pullback. Lots of respect for the company. It is timely here.
BUY
BUY
June 11, 2019
The modest dividend gradually increases as they gradually sell off land they own. Goods that are moved across Canada and the US benefit CNR. Worth holding for the long-term, though it will get hit during a recession. It remains a core holding.
Show full opinionHide full opinion
The modest dividend gradually increases as they gradually sell off land they own. Goods that are moved across Canada and the US benefit CNR. Worth holding for the long-term, though it will get hit during a recession. It remains a core holding.
HOLD
HOLD
June 7, 2019

He owns CP, which has a better profile. Don't sell CNR, but hold.

Show full opinionHide full opinion

He owns CP, which has a better profile. Don't sell CNR, but hold.

BUY WEAKNESS
BUY WEAKNESS
June 4, 2019
A very high quality company and it is pretty expensive. Rail volumes can have issues if the economy slows. Overall, it is a very good company, but he would wait for it to drop in value a little more. A good holding long term.
Show full opinionHide full opinion
A very high quality company and it is pretty expensive. Rail volumes can have issues if the economy slows. Overall, it is a very good company, but he would wait for it to drop in value a little more. A good holding long term.
HOLD
HOLD
May 31, 2019
He likes the rails. The Canadian economy in the business that CN is in, is doing well. CN has improved its margins on an ongoing basis. However, if you think we are going into a recession he would wait.
Show full opinionHide full opinion
He likes the rails. The Canadian economy in the business that CN is in, is doing well. CN has improved its margins on an ongoing basis. However, if you think we are going into a recession he would wait.
COMMENT
COMMENT
May 15, 2019

CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

Show full opinionHide full opinion

CN vs CP The major difference is CN-R goes more North-South into the US. CP-T goes more across Canada. Both trade with similar yields. He does not own either. Both are good for a long term investment. It is splitting hairs deciding on which one to have.

BUY WEAKNESS
BUY WEAKNESS
May 8, 2019
He looked at it during a recent pullback, but didn't buy. It's a quality company and best in class among North American rails. It continues to improve, but it's pricey and overbought. It's a growth cyclical and so a play on the economic cycle extending.
Show full opinionHide full opinion
He looked at it during a recent pullback, but didn't buy. It's a quality company and best in class among North American rails. It continues to improve, but it's pricey and overbought. It's a growth cyclical and so a play on the economic cycle extending.
WATCH
WATCH
April 11, 2019
Both Canadian rails have benefited from a growth in oil by rail. With an economy moderately expanding you have more volume though BC and Chicago. CNR-T is at a historical high vs. CP-T that is trading at a bit of a discount. He sold a bit of CNR-T earlier. Watch CNR-T to see if they are able to ramp down their capital expenditures to a more reasonable level. He likes it as a long term hold.
Show full opinionHide full opinion
Both Canadian rails have benefited from a growth in oil by rail. With an economy moderately expanding you have more volume though BC and Chicago. CNR-T is at a historical high vs. CP-T that is trading at a bit of a discount. He sold a bit of CNR-T earlier. Watch CNR-T to see if they are able to ramp down their capital expenditures to a more reasonable level. He likes it as a long term hold.
BUY WEAKNESS
BUY WEAKNESS
April 11, 2019
Buy it on pullback and nearly bought it early last year. A good company. Their long-term chart reflects value creation based by earnings, cash flow and dividend growth. This is the best railway in North America. He likes and may buy at $5-10 lower.
Show full opinionHide full opinion
Buy it on pullback and nearly bought it early last year. A good company. Their long-term chart reflects value creation based by earnings, cash flow and dividend growth. This is the best railway in North America. He likes and may buy at $5-10 lower.
BUY
BUY
April 9, 2019
He likes the chart. Transports reflect a growing economy. CNR has jsut broken previous highs with good volumes. $140 is his target.
Show full opinionHide full opinion
He likes the chart. Transports reflect a growing economy. CNR has jsut broken previous highs with good volumes. $140 is his target.
TOP PICK
TOP PICK
April 9, 2019
He's long owned this. CNR enjoys lots of barriers to entry, so there's a good moat and they can increase pricing. They enjoy cost savings from new technology which is driving their margins and cash flow. It's stable. (Analysts’ price target is $121.33)
Show full opinionHide full opinion
He's long owned this. CNR enjoys lots of barriers to entry, so there's a good moat and they can increase pricing. They enjoy cost savings from new technology which is driving their margins and cash flow. It's stable. (Analysts’ price target is $121.33)
BUY
BUY
March 28, 2019
One of his biggest positions. It is like a canary on the coal mine in the Canadian economy. They had weakening volumes February but presented a good buying opportunity there. He loves it.
Show full opinionHide full opinion
One of his biggest positions. It is like a canary on the coal mine in the Canadian economy. They had weakening volumes February but presented a good buying opportunity there. He loves it.
HOLD
HOLD
March 20, 2019
As a value investor, he thinks the rails are expensive, and he doesn't think the economy will grow that fast to justify a big increase in rail stocks. Rails are good, steady players, though, and are managing costs well. Now, they're too expensive. He'd step in at 10-15% below current share prices.
Show full opinionHide full opinion
As a value investor, he thinks the rails are expensive, and he doesn't think the economy will grow that fast to justify a big increase in rail stocks. Rails are good, steady players, though, and are managing costs well. Now, they're too expensive. He'd step in at 10-15% below current share prices.
Showing 61 to 75 of 1,115 entries