stockchase picture

Compiling comments that experts make about stocks while on public TV.

Company Index

List by Company Name

List by Symbol

Canadian National R.R. Stock Symbol: CNR-T

Last Price Recorded: $76.5900 on 2014-12-17

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-12-16 BUY on WEAKNESS Stephen Takacsy, B. Eng, MBA

Less exposure to oil than CP-T.  It never quite gets cheap enough for his metrics.  There will be some volatility now.  Buy about $70.


Price:
$76.590
Subject:
CANADIAN
Bias:
OPTIMISTIC
Owned:
No
2014-12-16 TOP PICK Mike S. Newton, CIM FCSI

This is trading off in sympathy with what is happening in oil. This is a great derivative play. What he finds interesting is that crude by rail and fracing sand shipments are about 9% of their business. They do a lot of merchandise, a lot of international intermodal with the best operating margins at about 37%. Yield of 1.31%.


Price:
$76.590
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2014-12-15 BUY Michael Bowman

58% operating ratio.  Probably getting hurt somewhat in crude by rail, but saving a ton in fuel.  You need this in your portfolio.


Price:
$74.550
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
DEFENSIVE
Owned:
Unknown
2014-12-10 COMMENT Alex Ruus

Getting hit because of a perception they may get hit on the “crude by rail” in terms of volumes. There is an entire peripheral damage type discussion that is starting to spook the entire street that is looking for whatever exposure anything might have to a low oil price. This and Canadian Pacific (CP-T) have benefited over the last 5 years in the ramp up in oil transported by crude, as well as sand for fracing transported by rail. The reality is that it is less than 5% of their business. Valuations on railways have come up, but people have made a lot of money on the stocks and are getting a little jittery and are starting to pull the trigger now. This could be due for a 10% pullback; these are great, long term businesses.


Price:
$73.620
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2014-12-03 DON'T BUY Brian Acker, CA

Both Canadian National (CNR-T) and Canadian Pacific (CP-T) are very expensive. The stocks, in terms of valuation, have not been higher. Thinks they do come back. Trading at EBV +5 in terms of valuation. You are in the bottom of the 9th inning with these 2 companies. Too overpriced.


Price:
$79.430
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
No
2014-12-03 DON'T BUY Jon Vialoux

The period of seasonal strength for transportation stocks comes to an end right now. This doesn’t necessarily mean it is going to go down. CNR is still an industrial stock, which does well all the way through to May, but it doesn’t see the relative performance that you want to see compared to the broad market. He would tend to shy away from this and go to something like the SPDR Industrial ETF (XLI-N).


Price:
$79.430
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2014-12-02 BUY Lyle Stein

This has been an amazing generator of free cash to shareholders. Operating ratio is 58%, which he can see staying at current levels. They have a great commitment of returning capital to shareholders. They are talking about double-digit growth next year. A wonderful, wonderful business that benefits from low oil prices. Not a bad entry point.


Price:
$78.230
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2014-12-02 COMMENT Bruce Campbell (1)

Rails have taken a bit of a hit lately. Crude by rail would have impacted the stock. The Canadian rails were getting awfully, awfully expensive. Have recovered somewhat in the last couple of days. He prefers CSX (CSX-N), which is cheaper by a fair bit and has a different exposure with quite a bit less oil. If you think oil stays down, it would probably be the best. However, if you think energy is going to recover, he would probably buy this one.


Price:
$78.230
Subject:
CANADIAN LARGE
Bias:
BULLISH on NORTH AMERICAN ECONOMY
Owned:
No
2014-11-28 WAIT Hap (Robert) Sneddon FCSI

Crude by rail and all the ancillary stuff related to oil have had an impact. This is one you could wait for as he doesn’t think there will be a quick resumption on the upside. Doesn’t feel oil is going to change the dynamic in the next week or 2.


Price:
$81.230
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Unknown
2014-11-26 COMMENT Greg Newman

The Company expects their crude by rail traffic to stay strong. Given the upfront investment made by their customers, they see crude by rail as a viable long-term growth business. Most of their growth is coming from heavy producers, which are a little bit more insulated. Management is forecasting that the Keystone will go through and is included in their assumptions, so this is not seen as a big threat. Probably the bigger risk is if the macro were too slow or Europe to fall apart.


Price:
$83.750
Subject:
CANADIAN LARGE & HEDGING
Bias:
CAUTIOUS
Owned:
Unknown
2014-11-20 PARTIAL BUY Darren Sissons

CNR-T is the best performing rail in terms of operating efficiency in North America.  Buy a half weight and buy the balance in half a year. 


Price:
$81.140
Subject:
GLOBAL LARGE
Bias:
BULLISH on RESOURCES
Owned:
Unknown
2014-11-12 DON'T BUY Brendan Caldwell

Canadian National (CNR-T) or Canadian Pacific (CP-T)? Canadian railroads have done very well. This one has had a historic advantage because of the nature and the structure of their tracks. He prefers CSX Corp (CXS-N), which is trading at about a 20% discount to its Canadian competitors. He would look to some of the US rails instead.


Price:
$81.270
Subject:
CANADIAN VALUE
Bias:
UNKNOWN
Owned:
No
2014-11-07 HOLD Michael Decter

Has been adding to his Union Pacific (UNP-N) position in the US. It is clear that with a near impossibility to get any pipeline projects of national scale approved, a lot more oil is going to continue to go on rail. This company along with Canadian Pacific (CP-T) will benefit, as they will from commodity movements.


Price:
$78.910
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2014-11-06 HOLD Colin Stewart

The rail space has performed well, a good cheap way to play North American transportation and economic growth. Has not performed as well as CP has, but it has performed well over the last few years. You can’t complain too much about the chart.


Price:
$79.250
Subject:
NORTH AMERICAN - LARGE
Bias:
Bullish on Canadian Equities
Owned:
Unknown
2014-10-28 COMMENT Mike S. Newton, CIM FCSI

Thinks this should be a part of everybody's portfolio. One of the best in class operators with precision railway logistics. Looks like it has a lot of headwinds, including the coal business. Also, have a hefty pension liability that they are facing. There is no reason not to continue owning this in the future.


Price:
$78.250
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BEARISH on ENERGY
Owned:
Yes
Showing 1 to 15 of 762 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.