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

Last Price Recorded: $107.6300 on 2017-06-28

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Date Signal Expert Opinion Price
2017-06-27 COMMENT Ryan Bushell

One of the lowest dividend yields that he holds at 1.5%. Likes the company long term, but it is pretty rich at these prices. The dividend has been growing at mid-teens over the last 5 years. This company has great prospects ahead of it. He has been trimming his holdings recently. He would like to see the dividend at 2% before accumulating more.


Price:
$106.780
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 WATCH Peter Brieger

This has had quite a run and wouldn’t buy it at this time. All the rails are expensive. He would like to see this pull back at least 5%-8%.


Price:
$107.010
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-20 BUY David Burrows

The economically sensitive sectors in the market rested from December through May. Since May, we have seen a reacceleration in financials, industrials and transports. He likes transports. The rails have a real exposure to North American economy. This one has great north-south exposure, and has been one of the best performing rails in North America.


Price:
$106.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-06-16 COMMENT Greg Newman

Just guided 10% EPS over the next 5 years. They claim they have a competitive advantage in technology, that will allow them to stay ahead of the competition. Great balance sheet. Very good growth. He models 12% EPS growth over the next couple of years. The only thing is, it is very expensive.


Price:
$107.570
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2017-06-13 BUY on WEAKNESS Barry Schwartz

Any pullback on this is a “must buy”. It keeps going straight up. Management is fabulous.


Price:
$105.320
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-12 WATCH Keith Richards

He made some profit on it.  It is facing the same problem as the FANGs.  It is not a bad stock.  A lot of stuff needs to correct, however.  It needs to correct back to its trend line. 


Price:
$105.830
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
No
2017-06-06 PARTIAL BUY John Stephenson

The rails are good. They are typically a little expensive in terms of valuation, but they are a great way to play this industrial theme that is on. You would be hard-pressed to find a much better run company than the rails, and there is really only a choice of 6. He would buy a little bit every day and buy little more on any pullback.


Price:
$105.980
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-06-02 COMMENT Brian Acker, CA

This is underpriced compared to Canadian Pacific (CP-T), and he would give this one the edge. It will probably go to $118.51.


Price:
$105.860
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2017-05-18 DON'T BUY David Cockfield

Has lightened up his positions in this. It got to a point where it was reasonably expensive. Thinks this has pretty well done all it can to improve its operations. With the new pipelines going in, the oil side looks like it is not going to be as accretive to the bottom line. It looks a little expensive for railroad. This is not the time to step in.


Price:
$99.940
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Yes
2017-05-17 DON'T BUY David Baskin

One of the big questions having to do with this rail is NAFTA. A lot of what it does depends on commodity movement and commodity prices. It is a profitable company and is doing quite well. He wouldn’t buy it at this price.


Price:
$99.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-05-16 BUY on WEAKNESS Christine Poole

This is her pick in the rail space. They had a really strong quarter, and the stock moved on that. Wait for a drop in price to under $100 before stepping in.


Price:
$102.220
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-15 BUY on WEAKNESS Bruce Campbell (1)

A bit of a tough entry point, because it is doing so well. He would want to pay something like $95-$97. If you own, it is still OK to Hold.


Price:
$103.000
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2017-05-09 COMMENT Lyle Stein

This has been one of the great investments in Canadian history. It is a great name to own. The railroad industry is a monopoly, because we are not going to build new railroads anywhere in North America. The number of investable rails has shrunk. You can pick any one. He finds them a little pricey in the current market. Their multiples are typically less than the markets, and are trading at kind of a market multiple today.


Price:
$101.890
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
No
2017-05-08 SELL Ross Healy

The stock is very extended.  The rails have had a great run.  The problem is that it started at book value and is now at about 5.5 times book and it is not going to do that again.  He is not knocking the company and the management, but the problem is that it is ‘in the market’ already.  It is VERY expensive.


Price:
$101.930
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-05-08 HOLD Don Vialoux

This just had a slight technical break out today. It went into an all-time high. It is a gorgeous chart. Trending higher. On a seasonal basis, this has a difficult time between now and coming into the fall. However, on any stock that is moving like this one, stick with it for now.


Price:
$101.930
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-04-24 COMMENT Peter Brieger

He likes this fundamentally. Looking at the rail charts of the major North American rails, they have all advanced in the last month or 2, discounting an economic recovery to the point that they are all at levels that make it uninteresting at this time. If you own it, continue to Hold.


Price:
$102.210
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 PAST TOP PICK Norman Levine

(Top Pick Mar 22/16, Up 24%) The best run, most profitable railway in North American.  He likes their structure better than CP-T.  CNR-T is less commodity oriented and has a bigger US footprint.  This has been a better grain season.  This one continues to be his favourite.


Price:
$96.730
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-14 DON'T BUY Daniel Lloyd

He would avoid rails in general. The idea of import taxes, trade wars, etc. it is not really conducive to goods crossing borders. This one particularly, does a lot of business taking foreign freight along the West Coast, and into the US. He would worry about that freight suddenly going directly to the US, as opposed to through Canada.


Price:
$96.060
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-03-13 COMMENT Matt Kacur

Still thinks there is upside in the rails. The fact that they have improved their ROC for about 6 years in a row, from 5% up to 9%, and if it can edge a little higher, valuation is going to go up as well. Canadian Pacific (CP-T) might be a little stronger.


Price:
$97.830
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-03-02 BUY on WEAKNESS Jon Vialoux

The trend is still firmly higher. It has been trading in a rising trend channel for the past 6 months, and there is no indication it is going to stop here. The major moving averages are all pointing higher. Transportation tends to do well from about the end of January all the way through to May, and that is attributed to the pickup in industrial production in the more cyclical areas of the economy. It looks ideal to pick up on any pullback or weakness down to its 20 or 50 day moving averages. He has the 20 day at about $92, which would be a more opportune time to pick it up.


Price:
$95.020
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-02-24 COMMENT Bill Shaw

This has had quite a run in the past year. Efficiency ratios are excellent and management is good. Pays a modest dividend. It is fully valued.


Price:
$92.360
Subject:
CANADIAN DIVIDEND & REITS
Bias:
UNKNOWN
Owned:
Unknown
2017-02-13 BUY Paul Harris, CFA

18 times earnings.  You have a growing US economy and the Canadian economy is turning around.  There are large barriers to entry.  There are fewer competitors and those competitors are more rational.  He thinks you will see some increases in pricing.  It is a great place to be right now.  It trades at a discount to US peers. 


Price:
$93.460
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Unknown
2017-02-10 BUY Norman Levine

The best run and most profitable railroad in North America. As a long-term investor, he would continue to hold this. It will benefit from increasing economic growth in both Canada and the US. It is not as commodity related is Canadian Pacific (CP-T).


Price:
$92.380
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-06 WATCH Brian Acker, CA

CSX-N was the cheapest one and now Hunter Harrison may be taking a run at it.  CNR-T has a model price at $106.10 with a 17% upside still.  He does not like to buy them except at EBV-5, around $72 in this case.  All rails are very, very expensive here.


Price:
$89.740
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on FINANCIALS
Owned:
Unknown
2017-01-27 PARTIAL BUY Kash Pashootan

Canadian National (CNR-T) or Canadian Pacific (CP-T)? He likes both. Hunter Harrison leaving Canadian Pacific has somewhat neutralized it. On a valuation basis, you aren’t getting a bargain of one over the other. He would take a half position in both.


Price:
$92.370
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
Unknown
2017-01-23 BUY Steve DiGregorio

If there was one stock that he had to pick to hold forever to beat the TSX every year, it would probably be this one. A good area to be invested in.


Price:
$93.220
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
No
2017-01-20 COMMENT Michael Simpson, CFA

The best rail in North America. Lowest operating ratio and generates a lot of free cash flow. Very customer focused. It continues having good growth. They don’t haul a lot of coal or oil, but incrementally that could be positive. He expects them to continue giving best class execution and continued dividend growth.


Price:
$93.450
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 HOLD Paul Harris, CFA

Sell? Transports have done quite well in the last while and are up a fair bit. This is trading at about 18X earnings. The rail industry has consolidated quite heavily over the last 5-10 years, so you have seen them really thinking about ROI. Because they have a better efficiency and asset utilization, they’ve had better margins, and that is going to continue. With oil stabilizing and commodities doing a little better, you should see better returns over the next while.


Price:
$93.370
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-16 PAST TOP PICK Jason Mann

(Top Pick Feb12/16, Up 24.02%) He still holds it and has so for years.  It is reasonable cheap, rising and stable.  About 25% ROE.  PE is about 20 times.  They have a group of asset you can’t replicate anywhere else.  Buy more on weakness.


Price:
$93.370
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-12-23 COMMENT Lorne Zeiler

Canadian National (CNR-T) or Canadian Pacific (CP-T)?In his view, this one is the better choice. It is the best quality management, lowest cost operator and the company that puts the most money into their fleet. Trading at a slight premium to Canadian Pacific.


Price:
$91.520
Subject:
NORTH AMERICAN DIVIDEND STOCKS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
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