TSE:RUS

Russel Metals (RUS.TO)

69.68
+1.42 (2.08%)
as of Jul 16, 2026, 8:00:00 pm Market Open.
250 watching
0
Investor Insights
star iconJul 16, 2026, 12:00 am

This summary was created by AI, based on 4 opinions in the last 12 months.

Russel Metals (RUS-T) appears positively positioned within the current market landscape, significantly benefiting from the shift toward hard assets and infrastructure development, particularly in Canada. While experts see a strong growth potential with the company’s decent dividend yield exceeding 4% and solid management track record, they advise caution due to recent price movements that suggest a trading range situation. Despite tariff uncertainties, the company has expanded its footprint in the U.S., mitigating some risks associated with tariffs. Analysts highlight the firm’s robust balance sheet and cash flow improvements, suggesting it is well-equipped for future challenges and opportunities, including potential acquisitions. The consensus appears to favor a gradual approach to investing in RUS-T, emphasizing the need for improved pricing confirmation before increasing positions.

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Consensus
Positive
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Valuation
Undervalued
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Similar
Steelco, STLC
BUY
The last steel company in Canada that could be acquired. Very high dividend yield. Earnings are going up. Very strong possibility they could be taken out.
BUY
Spectacular management. Very fast inventory turnaround. "Would have been an income trust before that party ended."
BUY
Dividend yield of 6% is incredibly attractive. Reported numbers that were a little weak due to the weakness in oil/gas exploration. Excellent management.
COMMENT
5.5% dividend. There are increasing rumours on a takeover and he could see $40 on this. Without the takeover, $34-$35 would be his target. Would take some profit at $35.
BUY
One of the best yielding stocks on the TSX, yields around 5% or better. The current pull back is an opportunity.
SELL
In the steel distribution business. It has been a great period to be in the steel fabricating business. Good yield. Getting closer to the end and if you own, it might be wise to take some profits and keep a core position.
PARTIAL BUY
Splendid dividend growth. A fine hold. You could buy a small bit at a time.
PAST TOP PICK
(A Top Pick Aug 3/06. Up 17.4%.) The most shareholder friendly of all companies he follows. Consistently increases their dividends. Dividend of 5% plus. Low PE. Undervalued.
HOLD
Would buy it back at the right price. Had a big run recently. Pretty good dividend.
HOLD
Steel fabrication/warehousing. Very nice dividend. In the near-term, it looks OK.
BUY
His model price is $43, but he would revise this down to $37.70. Cheap. Not big enough to qualify for his portfolio, but there is value there.
BUY
Cheap at 10 X earnings. 5.8 % yield. Feels there's a 50% chance that it will be taken over in the next 12 months. No net debt. $35 on a takeover.
PAST TOP PICK
(A Top Pick Aug 3/06. No change.) Nice dividend yield of about 5.75%. Very well run company. Still prices are turning around. Still likes.
HOLD
This has been a fantastic stock. The 200-day moving average has followed the stock very well. Is now starting to flatten out. It could be subject to profit taking. Use $25 as your stop loss level.
COMMENT
Pays out a high percentage of its earnings in dividends. Has the ability to make more acquisitions. They are in a cyclical business, so if there is a downturn in the economy and a softening in demand for steel products, the dividend may not be secure.
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