TSE:RSI

Rogers Sugar Inc (RSI.TO)

6.83
-0.05 (0.73%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
129 watching
0
Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Rogers Sugar Inc. (RSI-T) operates within an oligopolistic market and is currently facing challenges from a new disruptor in the sugar sector. Experts advise caution in investing, particularly in light of potential stagflation, which could make the stock less attractive if investors pursue higher-yielding alternatives. While the company has maintained a solid performance since 2001 without any annual losses and boasts a manageable payout ratio of under 30%, it is somewhat vulnerable to changes in government regulations and competition. Analysts consider Rogers a steady investment for small- to mid-cap dividend players, noting its dividend yield of about 5% and a business model that is not highly sensitive to economic fluctuations, although growth expectations should be tempered as it is unlikely to deliver high returns. Overall, its position as the second-largest player in the market, protected by secure sugar quotas, provides some assurance, yet potential investors should temper expectations regarding significant appreciation in share value.

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Consensus
Cautious
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Valuation
Fair Value
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DON'T BUY

Was some very strong resistance at around $6.70. Recent low has not taken out the last low so you can’t say it is in a downtrend. Seems to be forming a top which could be a double top. He would not own this one now as there are some signs of danger.

DON'T BUY

Sugar prices have been particularly weak. He is staying away from anything commodity driven. 6% yield gives some support.

HOLD

Had a nice pop when it announced that it was going to issue a special dividend. Nice dividend yield. Not a lot of growth but will probably grow with GDP demand every year. Essentially has a monopoly business in Canada.

TOP PICK

This is more a conservative choice for dividend yield. Pays about 5% and is pretty steady.

WATCH

5.73% dividend. Chart is very choppy. This is not an easy chart to analyze. It ends in a triangle. If it does not break the big trend line it might be in good shape.

BUY

They were allowed to export sugar this year and have export tariff protection. Going forward they will not be able to export a lot of sugar. There will be little growth. Raised dividend this year. Little earnings growth in 2013, but free cash flow is growing and we may see another dividend increase next year. 6% now.

HOLD

One of the reasons this company has done so well is that their main input is natural gas. Has a tariff protection until 2015. Have been able to sell sugar outside of Canada because there has been a shortage in the US and Mexico. No longer a Buy. Will probably do some selling if the stock goes any higher.

BUY ON WEAKNESS
This stock is for stable income seekers. This company is hiding behind a tariff wall so it is very nicely protected in a duopoly situation. Try to get it in the mid-$5 such as $5.50-$5.60. Has a 5.98% yield.
COMMENT
Good dividend payer but it didn't attract him enough to buy. Sugar prices can vary so much over time. A good one to watch in the same way that natural gas is a good one to watch. When prices are way down, then at some point they're going to come back up. Not cheap enough for him.
BUY
Sugar in Canada is a duopoly. Their only 2 companies, and what's more, they are protected by a tariff wall against US companies and has 3 years to go. Their biggest input is natural gas, which is very cheap right now. Steady money-maker but not a big grower. For those that need income, it is pretty safe with a high yield.
TOP PICK
2012 looks to be a better year so he thinks dividends will be increased. Benefit from low natural gas prices, which is their main input. Balance sheet has improved. Sugar prices have dropped, which is good for them, as a lot of times they have to buy sugar on the open market to meet demand. Yield of 6.6%.
DON'T BUY
Looks at this one about once a year and then always decides it is not for him. Doesn't interest him at this time. Yield of 8%.
BUY
A recession proof stock, especially because the business in Canada is a duopoly with tariff protection. As long as sugar continues to be in demand this company will be okay. Their main input is natural gas and they are able to lock in low natural gas prices. Current high sugar prices are very bad for them as they have to buy sugar when they cannot produce enough. Nice dividend at 6.6%.
BUY
In the fortunate position of a duopoly in Canada and there is a tariff wall. Natural gas is used in the drying process and low price is a benefit. Income is not bad (6.6%), not a big growth stock.
DON'T BUY
Prospects should be fantastic as the world continues a never-ending growth pattern of more sugar however are subject to higher operating costs, especially raw sugar prices. This has hurt them. Have a partial hedge as they have a major beet plant in Alberta giving them a source for sugar.
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