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TSE:CNR

Canadian National R.R. (CNR.TO)

159.73
-0.67 (0.42%)
as of Jun 19, 2026, 8:00:00 pm Market Open.
790 watching
0
BUY

He owns CNR instead of CP. Some of the best businesses ever. Can increase prices, diversify. Hard to compete against them. E-commerce explosion has created backlogs. Good stocks to own going forward. Quality company, good management. Sees many years of good returns.

BUY
It is an incredibly well run company. It is hard to duplicate the business so they have pretty good pricing power, at least over the last little while. It is more environmentally friendly than trucking. It is a good buying opportunity for the future, He thinks they will continue to grow.
BUY

CNR-T vs. CP-T. It has always been a coin flip. He has always chosen CNR-T. You can't go wrong with either of them and they both continue to raise their dividends. He owns more CNR-T than CP-T.

HOLD
Top of the range. Very expensive. Rails are on fire. Volumes will probably exceed this quarter. Nice, visible growth rates. Hold if you own, but don't chase at these levels.
BUY

Transportation Companies? In light of e-commerce. Transportation is doing well. CNR-T and CP-T just keep going up. His model price is $161 or 14% upside on CNR-T. CP-T has a model price of $466.84 or a 15% upside.

BUY

CNR vs. TFII Prefers CNR in a recovering economy.

BUY
Rails have had many bad years, but now they've found religion in how they run their businesses. One of the best rail franchises in NA. Should see better volume growth, better margins, and free cashflow growth. Better consolidation and management. Has done very well and will continue.
BUY
They are expected to grow their bottom line by 10% through organic growth and buy backs. If you are a long term share holder, you should buy in batches and not wait for a pull-back. It is a great business and is resilient during any environment.
TOP PICK
The freight backbone for North America from Atlantic to Pacific to the US Gulf Coast. They work towards high capacity utilization, cost efficiency and technology enablement. They have boosted ROE to 23% over the past decade. It trades at 14 times earnings. This company is 100 years old and the iron will be in the ground adding to shareholder earnings for another 100 years to come, he thinks. Yield 2.01% (Analysts’ price target is $116.96)
HOLD
He thinks it is a pretty good company and the present crisis will not affect it as much as other sectors. Grain and so on will still have to be moved. It will be fine in the long term.
WATCH
The rails have held in relatively well despite all these shutdowns. Don't buy the rails until we see more stability in the economy. He's certainly watching this stock.
COMMENT
Rails have consolidated, so they have better pricing power. Rails are hard to duplicate. More environmentally friendly. Slower economic growth will make things difficult. Oil shipped by rail will slow down. This environment is a rough patch, but they're great businesses and will continue to be.
HOLD
Rails look fabulous here in terms of growth and valuation. You could sell them to put into a growth name. But if you have a tax situation, keep it, don't sell it.
DON'T BUY
He sold this by mistake on Friday. CNR broke support today, which is a big knock. It held off resistance for so long until today. He questions its growth long-term.
COMMENT
It's a recession call or non-recession call. If you expect the latter, then CN has room to run up to $140-150. If you're the former, then avoid this. CN is not recession-proof. He likes CN at this levels and expects it to grind higher at least into the summer. CN is a cyclical stock.
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