Canadian National R.R. (CNR.TO) Buy, Sell or…

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

BUY ON WEAKNESS

Rail shutdowns due to protesters. Any slowdown is not the company's fault, but due to external factors. If it got below $120, she'd put new money into it.

BUY

CP-T vs. CNR-T. He likes the rails. There is no possibility of another national rail network in the US or Canada. He thinks CP-T has more levers to pull to offset volume declines in 2020. They have more projects they can do to offset mining sector headwinds.

BUY

He likes it. CNR is a good diversified business, and fairly efficient. It's a steady eddy with decent growth.

BUY

CP-T vs. CNR-T. CP-T was at $220 in 2014 and broke out from there last year. It consolidated for 5 years. This is a great way to participate in economic growth.

PAST TOP PICK

(A Top Pick Jan 25/19, Up 13%) Will recover from last year's strike and tariffs. Targets $140 a year from now.

PARTIAL BUY

CP vs. CN Own both, but he prefers the cheaper CP. Same growth rate; he sees 10% EPS growth. Crude by rail will extend to 10 years and not stop soon. CP's balance sheet is weaker, though. CN trades at 18x PE, CP and 15.6x.

TOP PICK

Freight backbone of the country. Top investor is Cascade LLC, the Bill Gates foundation, and the time horizon for an endowment fund is "forever". Not many companies are forever, and this is one. A great company. Very efficient. 24% ROE. Yield is 1.79%. (Analysts’ price target is $123.36)

DON'T BUY

Buy before earnings? He is not certain if he would buy it today -- so he would wait. Railroads are driven by economies, especially the industrial and agricultural sectors, and things are not growing. He does not think it is a compelling valuation -- trading over 4.5 times book and with a 20 PE. He would rather find other industrial picks, rather than the railroads.

PAST TOP PICK

(A Top Pick Feb 13/19, Up 32%) They will have a bad quarter, based on an analyst report, but looking ahead, the economy will continue to grow at a good pace and this will benefit CNR and the rails. CNR is protected because you can't easily duplicate their business. If the US-China trade war calms, CNR will do very well. Don't worry about the coming quarter, but look beyond that.

COMMENT

He’s bullish on 2020. He thinks volatility will decrease. He would buy puts. They have liquid options and by having a $115 put option that expires at the end of next year. You don’t have to sell your stock, but you buy insurance.

PAST TOP PICK

(A Top Pick Dec 28/18, Up 21%) A year ago, market sentiment was really bearish, though he was bullish. This was a contrarian call. There's more upside to come in CNR. Industrials will perform in 2020.

PAST TOP PICK

(A Top Pick Apr 09/19, Down 0.5%) He likes the rails. Headwinds include the global economy and the recent strike. Tailwinds will include stable trading now with the USMCA signed and the US-China trade deal entering phase one. CNR has good pricing power.

BUY

He feels comfortable continuing to own this. The strike was a short term issue. It is the most profitable railroad in North America. The Prince Rupert terminal is a gold mine he thinks. He prefers owning Canadian rail companies over US entities. Yield 1.8%

BUY

It is increasingly attractive. They are talking about their Prince-Rupert-of-the-East strategy. There are less utilized assets there. There is a lot of product moving from south China and it is cheaper to ship it through the Suez Canal and get it to the east coast of North America. A lot of manufacturing is moving out of China and to the south because of trade wars.

BUY ON WEAKNESS

They did guide down due to lower volumes of crude and coal by rail. The stock has had a bit of a lift. He is still modelling 10% earnings growth for next year. If you think the economy is good going forward, this would be a good time to buy. He thinks you will be able to buy it cheaper.

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