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: 78.0900 on 2014-09-01 01:14:04

Globe 200 day average
Google Discussions (view only)
yahoo discussion
Bloomberg
Date Signal Expert Opinion Price
2014-08-22 WATCH Jeff Young

Very expensive. They seem to keep getting their numbers every quarter. As long as they continue to do that and the market stays the way it is, it will continue to go up, but you need to keep an eye on it. If there is some sort of correction here, a lot of people may take some short-term profit, but that would be an opportunity to pick up some shares. 1.3% dividend yield.


Price:
$76.130
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2014-07-29 COMMENT Ross Healy

Stocks like this and Canadian Pacific (CP-T) and Tim Horton’s (THI-T) have done very well, reaching very, very high valuations in Price to Book terms. What they all have in common is that they have all decided that they want to buy back stocks. Realize that when you’ve got a stock that is trading at 5X its BV, which means that for every $1 of equity that you are taking out of the treasury to buy stock, you are buying $0.20 worth of equity to cancel. This means your ROE on investment is worth -80%. You are actually subtracting value, and the BV is going down. This means that when you have a market correction, the downside risks are increasing in those stocks. What they should do is issue stocks, raise the BV and use the money to expand their existing business. If you have no use for the money, then at least give the existing shareholders a dividend. In the short term, these things are working out quite well. If you own, the stock could run further, but be ready to Sell.


Price:
$73.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-28 COMMENT Michael Sprung

Made a good profit on the rails, but bailed out long before their latest profits. If he were comparing this with Canadian Pacific (CP-T) today on a valuation perspective, he would certainly own this one. It is a more profitable company with a lower operating ratio. A much bigger company in terms of revenues. Rails are currently trading at 20X earnings, and he would have to see a fairly significant correction of 25% or more, before he was interested.


Price:
$73.870
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2014-07-23 COMMENT Stan Wong

Likes the rail space. Canadian Pacific (CP-T) looks a little bit cheaper on a growth to the PE metric. It makes a lot of sense to own these types of names.


Price:
$74.000
Subject:
NORTH AMERICAN & ETFs
Bias:
OPTIMISTIC
Owned:
Unknown
2014-07-21 COMMENT Bruce Campbell (1)

Just reported in line with what was expected. The cheaper rails tend to be US because the 2 Canadian rails have done so well. He is currently in CSX Corp (CSX-N), which is at about a 5 multiple discount. This one has the best operation in North America.


Price:
$72.950
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2014-07-14 BUY David Baskin

He is bullish on rail companies. There has been a problem moving the volume of grain. Whenever you hear there is a problem with too many carloads, that has to be good for  rail companies. They are moving more oil because pipelines are not being built very quickly. Prospects for Canadian rail companies are pretty good.


Price:
$70.510
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2014-07-08 BUY on WEAKNESS Christine Poole

Would not buy it here.  They will have a decent quarter.  She would prefer to wait for a bit of a pullback.  Near $65 is likely.


Price:
$69.730
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2014-07-04 HOLD Lyle Stein

Right now, the rail sector is doing well. He can’t find a better combination of dividend growth, management expertise and management ability than in this company.


Price:
$70.020
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2014-07-03 BUY on WEAKNESS Brian Acker, CA

Would love to buy it back at $61, EBV+5.  Model price is $78.17, 12% upside.


Price:
$69.600
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2014-07-02 PAST TOP PICK David Cockfield

(A Top Pick July 19/13. Up 34.96%.) Still likes this. The stock is acting well. Moving lots of fracing sand.


Price:
$70.050
Subject:
CANADIAN
Bias:
DEFENSIVE
Owned:
Yes
2014-06-30 COMMENT John O'Connell, CFA

Expect this will do pretty well. All the rails have done very well. The drawback to rails is that they have all had very, very big moves. A lower PE way of playing this is through Element Financial (EFN-T), which is involved in building new railcars.


Price:
$69.400
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2014-06-24 WEAK BUY Stan Wong

As long as economy continues to more forward it will do well.  CP-T is a little cheaper however and if he was going to own one he would buy CP-T.  Wait for a pullback before buying either one.


Price:
$67.280
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
No
2014-06-23 PAST TOP PICK Norman Levine

(Top Pick Jun 18/13, Up 35.82%) Railways are good proxies for economic growth.  Even CP has come a long way; this is still the most efficient and best run railway in North America.


Price:
$67.690
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2014-06-18 COMMENT Jerome Hass

Thinks this is overvalued, but that Canadian Pacific (CP-T) is even more overvalued. US investors have come into CP on the Hunter Harrison impact whereas Canadian investors in CNR have pulled back.


Price:
$68.460
Subject:
CANADIAN MID-LARGE & SHORT-LONG STRATEGIES
Bias:
SELECTIVE
Owned:
No
2014-06-18 HOLD Rick Stuchberry

This still looks OK. It has a beautiful chart. The economy is still going forward, and this is a stock that really gives you a window on the economy.


Price:
$68.460
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
BULLISH on EMERGING MARKETS
Owned:
No
Showing 1 to 15 of 726 entries
First Previous 1 2 3 4 5 Next Last

No Comments.


You must be logged in to comment.