Canadian National Railway: 8.5% Total Return Per Year With Margin Of Safety
CNI is a buy due to wide moats, irreplaceable rail assets, operational excellence, and a valuation that allows compounding and an attractive ~8.5% IRR. Canadian National Railway faces short-term headwinds from trade wars and tariffs, but its geographic network and cost advantages sustain long-term resilience. Canadian National Railway trades at a lower forward P/E than peers, offering positive asymmetry and margin of safety for steady revenue and earnings growth.
CNI & CSX Partner to Expand Intermodal Network to Nashville
CNI and CSX team up to launch an all-rail intermodal service into Nashville, boosting speed, reliability and sustainability for shippers.
Why Is CN (CNI) Down 2.6% Since Last Earnings Report?
CN (CNI) reported earnings 30 days ago. What's next for the stock?
2 Dividend Paying Stocks From the Railroad Industry You Should Count On
Here we pick two railroad stocks, UNP and CNI, which have a solid five-year dividend growth history.
Why Canadian National (CNI) is a Great Dividend Stock Right Now
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does CN (CNI) have what it takes?
Why Canadian National (CNI) is a Top Dividend Stock for Your Portfolio
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does CN (CNI) have what it takes?
Canadian National Railway: Good Execution And Attractive Valuation
Tariffs and weak mix hurt revenue, but pricing remains strong. Some positives in 2H25 with easing intermodal comps and refinery turnarounds behind us. Solid execution and cost control support margins despite volume headwinds.
My Favorite Retirement Strategy - And 3 Dividend Stocks That Perfectly Fit It
I build my retirement portfolio using a pyramid strategy: growth stocks for compounding, mid-yielders to hold forever, and income picks for later-stage cash flow. As time passes, I plan to shift from low-yield growth into high-yield income stocks, without sacrificing total return or yield-on-cost along the way. This strategy blends flexibility with discipline. Start early, think in baskets, and use growth today to fund income tomorrow.
Canadian National Stock Falls 4.9% Since Q2 Earnings & Revenue Miss
CNI misses Q2 earnings and revenue estimates, and lowers its full-year outlook amid weak freight volumes and macro uncertainty.
Canadian National Railway: Rating Downgrade Due To Disappointing Guidance Cuts
I downgrade CNR to hold due to sharp guidance cuts, withdrawn long-term targets, and the abrupt CCO exit, signaling deeper execution issues. Broad-based weakness in key segments, especially from tariffs and trade tensions, has created significant headwinds and uncertainty for near-term earnings. Management's loss of visibility and leadership changes add another layer of uncertainty, making it hard to anchor on future earnings expectations.
Canadian National Railway: Time To Board This Train With A Cheap Ticket
Post-earnings selloffs offer a great entry point to CNI, which trades at discounts to key railway peers despite high operating efficiency. The stock can be a solid defensive play with its duopoly position, resilient business model, modest leverage, and decent shareholder returns. It's encouraging to see the management's swift action of cost control in response to macro headwinds.
Canadian National Railway Company (CNI) Q2 2025 Earnings Call Transcript
Canadian National Railway Company (NYSE:CNI ) Q2 2025 Earnings Conference Call July 22, 2025 4:30 PM ET Company Participants Derek Taylor - Executive VP & Chief Field Operating Officer Ghislain Houle - Executive VP & CFO Janet Drysdale - Corporate Participant Patrick Timothy Whitehead - Executive VP & Chief Network Operating Officer Stacy Alderson - Corporate Participant Tracy A. Robinson - President, CEO & Director Conference Call Participants Ariel Luis Rosa - Citigroup Inc., Research Division Bascome Majors - Susquehanna Financial Group, LLLP, Research Division Brian Patrick Ossenbeck - JPMorgan Chase & Co, Research Division Cherilyn Radbourne - TD Cowen, Research Division Christian F.
