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

Last Price Recorded: $101.0700 on 2017-09-22

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Date Signal Expert Opinion Price
2017-09-20 COMMENT Zachary Curry

This is really predicated on economic growth. There are 2 facets to their model. One is price increases and the other is volume increases. They have been able to pass on price increases fairly consistently. On the volume side, it is economic growth. A very well-run rail with a low operating ratio.


Price:
$101.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2017-09-19 COMMENT Nick Majendie

His preferred choice in rails, and his biggest investment in that sector. They have a tendency to outperform their guidance, and thinks they will do it again this year. Very strong cash flow growth. Good operating ratio performance. Because of the free cash flow growth, the dividend keeps constantly being increased.


Price:
$100.740
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
Yes
2017-09-12 BUY Christine Poole

Growth stock for a dividend investor? This would be a high-quality growth stock. A very strong operator and obviously benefits from an improving economy and improving trade. It has a record of an increasing its dividends. This is the best operator of all the rails.


Price:
$99.660
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-09-06 COMMENT Stephen Groff

An outstanding rail. Very well-run with a deep management bench. An excellent franchise in terms of where they touch on the coast. However, it is all about what you pay for a business. This is not cheap. There are other rails that are better value such as CSX Corp (CSX-Q), where expectations are not as high. They’ve had certain service issues and Hunter Harrison will truly enact the plan he has laid out and issues will be resolved. Dividend yield of 1.7%.


Price:
$99.220
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
No
2017-09-06 COMMENT Keith Richards

The stock has moved up, but is now looking like it is breaking the upward trend line. It is most definitely consolidating. It could consolidate for a while and then move up again. That is not a bad thing, but you have to be a patient person during that period.


Price:
$99.220
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2017-08-30 TOP PICK Mike S. Newton, CIM FCSI

If Canada is going to do well, and we are going to have a back half pick up like everyone thinks, why not own this. The recent pullback represents a buying opportunity. Dividend yield of 1.6%. (Analysts’ price target is $109.70.)


Price:
$100.640
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
Yes
2017-08-28 PAST TOP PICK Bruce Campbell (1)

(Top Pick Oct 28/16, Up 18.51%)  The rails that have done well and are no longer cheap.  The trend line is not broken, but it sure needs to hold in.  If planned pipelines are not built we may get a lot of crude by rail.


Price:
$99.100
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-08-28 TOP PICK Richard Croft

Covered Call. A stock he thinks would benefit if the Canadian economy continues to do well. The Canadian economy is in pretty good shape and this company is representative of that. There was a downturn recently in the stock price, and this is a good entry point. He would look at an “at the money” covered call on this. Dividend yield of 1.6%.


Price:
$99.100
Subject:
OPTION STRATEGIES & E.T.F.S
Bias:
UNKNOWN
Owned:
Yes
2017-08-23 BUY Douglas Kee

It is a long term core holding. It has come off a bit recently after a huge run.  At current prices it is fully valued.  He wants to buy it in the low $90s or high $80s.  They increased their dividend 10% plus for the last 5 years.  He prefers this to CP’s dividend record.  He also likes that it is more North/South.  It is more US oriented. 


Price:
$99.810
Subject:
CANADIAN DIVIDEND
Bias:
SELECTIVE
Owned:
Yes
2017-08-21 BUY David Driscoll

Has owned and holded since 1997. CNR has advantages in North America.  They are North/South as well as East/West. They can transport goods from Winnipeg to Mexico City. Their acquisition allows them to get around Chicago quickly.  They own a quarter of the container port in Prince Rupert BC, which is a day closer to Hong Kong than other coastal ports. Premier rail company in Canada and North America.  They don’t just transport grain, they transport all sorts of products.


Price:
$99.910
Subject:
GLOBAL
Bias:
DEFENSIVE
Owned:
Yes
2017-08-18 BUY on WEAKNESS Norman Levine

It is the best run railway in North America.  They need increasing volumes in products and commodities to move.  They have a big exposure to cross boarder business and not so much to commodities.  Hopefully NAFTA stays as it is.  The dry weather out West could be bad for them.  Buy as they sell off.


Price:
$100.000
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Yes
2017-08-17 BUY Bruce Campbell (1)

(Market Call Minute)  Get it under $100 if you can buy.  It is a nice offset if you own pipelines.


Price:
$101.210
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-03 COMMENT John Stephenson

Canadian National (CNR-T) and Canadian Pacific (CP-T). These have both lagged relative to the market. The market tends to allocate cash toward certain areas and groups at the expense of others. He thinks it is more of a function of what is going on. Overall, the valuation is not super compelling. If it is a long-term call you are looking for, he would just buy them and put them away.


Price:
$100.190
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 HOLD Bruce Murray

This has pulled back. The grain crop in Western Canada has been light. Growth rates have been good for the last couple of years, so people have been working for them to slow down. On a long-term basis, it has been a wonderful company to own. They still have the ability to move forward and grow with the economy, and gradually take market share away from trucking, etc.


Price:
$99.780
Subject:
NORTH AMERICAN
Bias:
BULLISH on US MARKET
Owned:
No
2017-07-31 DON'T BUY Brooke Thackray

From a seasonal point of view, rails do not do well at this time of year. In fact, there is a pullback in the overall transportation sector. The chart shows this has broken its upward trend. He has a small Short position on the transportation sector. Rails during the month of August, since 1990, have produced an average loss of 2.6%, and have only been positive 42% of the time.


Price:
$98.520
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-26 WAIT David Cockfield

Thought this was a little expensive for some time, and yet it kept moving up. It is definitely overpriced at present levels. Multiples are quite high. The dividend is nothing to write home about. He would sit on the sidelines and see what happens over the next while.


Price:
$99.000
Subject:
CANADIAN & ETF's
Bias:
UNKNOWN
Owned:
Unknown
2017-07-24 COMMENT Keith Richards

Rails are starting to look a little iffy. The chart looks like it has a slight toppy looking formation going on. It looks like it is testing the bigger upward trend line, which is running from 2016. The chart shows a small neckline break, but the bigger picture is, is the big trend line still being held? $100 is going to be significant for the stock. If it holds it over the next couple of months, then you are probably okay. If it breaks it by much, and stays below $100 for long, it could be a problem.


Price:
$101.630
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2017-07-20 BUY on WEAKNESS Hap (Robert) Sneddon FCSI

He is looking to buy this. It has come into his model, but he needs a little bit of discretion as to when to pull the trigger. It has seen some short-term support levels at around $106, which brought in a lot more selling down to around $103. If we get the procyclical bump in the market, he would stick around with this. Expects some weakness next week. Seasonality kicks in around September.


Price:
$103.220
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
No
2017-07-05 COMMENT Daniel Lloyd

Rails in general are interesting businesses in that they are very unique assets. They are very economically sensitive. If you believe that an eventual fiscal stimulus will come to the US, names like this will do very well. He is a little more skeptical on that. In general, this is fully valued.


Price:
$106.150
Subject:
CANADIAN
Bias:
BULLISH on ENERGY
Owned:
No
2017-07-04 BUY on WEAKNESS Bruce Campbell (1)

He likes this, but would like an entry point that started in the $90 area. Wait for this to drop under $100.


Price:
$104.650
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes
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
2016-12-19 BUY on WEAKNESS Peter Brieger

It is the best railroad in North America with the lowest operating ratio.  He would want to see it come off 5% more before buying it right now.  CP-T is a little cheaper at the moment but CNR-T has the best long term record.  You have to look at what they haul and what is the outlook for what they haul.  Then look at costs and cost cutting.  Dividends are not as important as for a utility or pipeline.


Price:
$90.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Yes
2016-12-05 HOLD Stephen Groff

It is a great company.  He has a small position.  He has a lot of respect for the management.  They are truly a machine.  Valuation is keeping him from increasing his position.  CP-T had more potential improvements so increased more.


Price:
$89.920
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
SELECTIVE
Owned:
Yes
2016-11-22 COMMENT David Burrows

Transports began selling off at the beginning of the correction in 2015 in the US. That indicated there was probably weakness coming. Coming into this fall, transports were regularly picking up on a relative basis, versus the market. The north/south corridor may not be as good if there is trouble with NAFTA. East/west might be a little better for now.


Price:
$88.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2016-11-03 COMMENT Barry Schwartz

(Market Call Minute.) The best run railroad in the world. It has delivered terrific results for long-term investors.


Price:
$83.480
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-10-28 TOP PICK Bruce Campbell (1)

It is a good.   More US than Canada for economic exposure that pulled back about $4 this week.  It neat the estimates on the street.  Expect a 10% appreciation making it a double digit return.


Price:
$83.210
Subject:
CANADIAN LARGE
Bias:
SELECTIVE
Owned:
Yes
2016-10-26 DON'T BUY Cole Kachur

Kind of a bellwether Canadian stock. Just reported, and earnings were good. They are starting to see a little bit of headwind from their grain capacity. Also, they are not getting some of the premiums that they got moving oil. A good company, but fully valued. He would look elsewhere.


Price:
$84.300
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-14 BUY Don Vialoux

Rails look very interesting, both technically and seasonally. Technically, it is in a nice upward trend, and broke to a new high last week. Historically, railways hit a very important low around the 1st week of October and move higher right through until about the 1st week in January. They then take a bit of a rest and have another run through until springtime.


Price:
$87.150
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-10-13 COMMENT David Baskin

He currently does not have any rails. This has a lot to do with commodity prices, because the rails make so much of their money on the movement of bulk commodities. He is seeing a lot of changes in the commodity markets. A terrific company, but doesn’t think it is a compelling growth story.


Price:
$87.830
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2016-09-14 COMMENT Rick Stuchberry

If he is right on the market, rails will be fine, and will go up. He prefers this one right over Canadian Pacific (CP-T). Transports will go with the market. It makes sense that if the economy gets stronger, the transports will get stronger.


Price:
$80.920
Subject:
CANADIAN & INTERNATIONAL ADRs
Bias:
OPTIMISTIC
Owned:
No
2016-09-13 COMMENT David Burrows

Canadian National (CNR-T) or Canadian Pacific (CP-T)? When the market started to weaken last spring, one of the things that led the market to the downside was Transports. Over the last few weeks, transports have been picking up relative to the market, which is encouraging for the market. This is an interesting time to take a look at the transports. He has a simple view. CN is North-South; US-Mexico. CP is more about East-West and more about commodities and more about global trade. He prefers to make the trade on the North American block. CN right now is about 15% of forest products, and the housing market in the US has been growing now at about 10%. He would prefer this rail at this point.


Price:
$80.930
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
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