Rogers Sugar Inc

RSI-T

TSE:RSI

4.77
0.00 (0.00%)
Rogers Sugar Income Fund is the income trust that was established in October 1997 to act as a holding company for Lantic Sugar Limited that operates in Eastern Canada and Rogers Sugar Ltd. that is based in Western Canada.
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Analysis and Opinions about RSI-T

Signal
Opinion
Expert
COMMENT
COMMENT
June 13, 2017

Had owned this for many years. Great operators. It is a duopoly business. The sugar market in Canada is protected, and once in a while they get to export some sugar. More artificial sweeteners are coming into the market, so Rogers has to be aware of that. The balance sheet is not great and the growth is not there. If you are starved for yield, this is not the worst idea in the world. 5.7% dividend yield.

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Had owned this for many years. Great operators. It is a duopoly business. The sugar market in Canada is protected, and once in a while they get to export some sugar. More artificial sweeteners are coming into the market, so Rogers has to be aware of that. The balance sheet is not great and the growth is not there. If you are starved for yield, this is not the worst idea in the world. 5.7% dividend yield.

HOLD
HOLD
June 8, 2017

He has never actually bought into it. You have the dividend (almost 5.7%), but he does not know if it is time to take some off the table. If markets have a blow off this is a good company to have and they will keep paying the dividend.

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He has never actually bought into it. You have the dividend (almost 5.7%), but he does not know if it is time to take some off the table. If markets have a blow off this is a good company to have and they will keep paying the dividend.

SELL
SELL
October 7, 2016

Has a good dividend but seems a little overpriced right now. The sugar market is very tricky. Relationship with Cuba, a big sugar manufacturer, is softening, and if they got back into the US market it would have a big impact. If you own, he would consider taking your profits.

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Rogers Sugar Inc (RSI-T)
October 7, 2016

Has a good dividend but seems a little overpriced right now. The sugar market is very tricky. Relationship with Cuba, a big sugar manufacturer, is softening, and if they got back into the US market it would have a big impact. If you own, he would consider taking your profits.

COMMENT
COMMENT
September 1, 2016

Sold his holdings. This is really benefiting from being a good dividend play. Selling sugar is not exactly the best story in the world when there is so much talk about obesity, etc. However, they have a monopoly. If the stock pulled back materially, he would take another look at this. Dividend yield of 5.6%.

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Rogers Sugar Inc (RSI-T)
September 1, 2016

Sold his holdings. This is really benefiting from being a good dividend play. Selling sugar is not exactly the best story in the world when there is so much talk about obesity, etc. However, they have a monopoly. If the stock pulled back materially, he would take another look at this. Dividend yield of 5.6%.

COMMENT
COMMENT
August 9, 2016

Has been a bit of a turnaround story. The industry was really competitive for a lot of years. They have put up a number of good quarters in a row, and has a pretty high dividend. This is more likely than not, to continue.

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Has been a bit of a turnaround story. The industry was really competitive for a lot of years. They have put up a number of good quarters in a row, and has a pretty high dividend. This is more likely than not, to continue.

COMMENT
COMMENT
July 21, 2016

Stock has done well, and ranks well in his dividend model. Dividend yield of 6.2%, which may seem high, but in this case the coverage seems pretty good. Free cash flow is 3.5% and the PE is 16X against 26% trailing earnings growth, giving a .6 PEG. Sugar prices are at the highest level since 2012.

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Stock has done well, and ranks well in his dividend model. Dividend yield of 6.2%, which may seem high, but in this case the coverage seems pretty good. Free cash flow is 3.5% and the PE is 16X against 26% trailing earnings growth, giving a .6 PEG. Sugar prices are at the highest level since 2012.

COMMENT
COMMENT
June 3, 2016

Seasonally sugar tends to be favourable in the summer. It has done quite well from February lows, almost doubling. Moving averages are still trending higher. RSI is above 70, which is very much overbought, so the risk is that you get a swift pullback. The trend is your friend, but you have to be careful.

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Seasonally sugar tends to be favourable in the summer. It has done quite well from February lows, almost doubling. Moving averages are still trending higher. RSI is above 70, which is very much overbought, so the risk is that you get a swift pullback. The trend is your friend, but you have to be careful.

WATCH
WATCH
May 30, 2016

Go to a charting program and apply momentum indicators like RSI an stochastics. There are overbought and oversold levels. He thinks you would find that it is overbought. There should be a pullback.

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Go to a charting program and apply momentum indicators like RSI an stochastics. There are overbought and oversold levels. He thinks you would find that it is overbought. There should be a pullback.

BUY
BUY
May 9, 2016

He does not see any major resistance until $5.50 and he thinks we can break above that. He thinks we can re-test the $6.50 area.

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He does not see any major resistance until $5.50 and he thinks we can break above that. He thinks we can re-test the $6.50 area.

COMMENT
COMMENT
May 6, 2016

This went to sleep for about 3 years. Volumes had declined and costs went up. It was a situation where you couldn’t see any growth. Suddenly they turned this around over the past 3 quarters. The last quarter was quite good. Volumes went up and costs went down giving a double impact of better margins with higher volumes. There are some risks because it is cyclical. 6.57% dividend yield which is sustainable. For an income stock it is pretty solid. He wouldn’t expect the same kind of gains that we have had over the past 6-9 months, but a decent little company.

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This went to sleep for about 3 years. Volumes had declined and costs went up. It was a situation where you couldn’t see any growth. Suddenly they turned this around over the past 3 quarters. The last quarter was quite good. Volumes went up and costs went down giving a double impact of better margins with higher volumes. There are some risks because it is cyclical. 6.57% dividend yield which is sustainable. For an income stock it is pretty solid. He wouldn’t expect the same kind of gains that we have had over the past 6-9 months, but a decent little company.

TOP PICK
TOP PICK
March 30, 2016

This is now over his company’s target of $4.80, but if the inflation situation continues to creep in, especially on the food side, sugar refiners should do well. Dividend yield of 7.09%.

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This is now over his company’s target of $4.80, but if the inflation situation continues to creep in, especially on the food side, sugar refiners should do well. Dividend yield of 7.09%.

HOLD
HOLD
November 26, 2015

Western Canada sugar extraction from beets. In the US there is a powerful sugar lobby that dictates how much sugar can come into the US. It is a smaller company that will grow or be taken out. 8.4% dividend.

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Rogers Sugar Inc (RSI-T)
November 26, 2015

Western Canada sugar extraction from beets. In the US there is a powerful sugar lobby that dictates how much sugar can come into the US. It is a smaller company that will grow or be taken out. 8.4% dividend.

HOLD
HOLD
February 4, 2015

In a bit of a duopoly situation, but there is no growth and they are struggling with margins. There are other companies with better growth. Hold it just for income.

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Rogers Sugar Inc (RSI-T)
February 4, 2015

In a bit of a duopoly situation, but there is no growth and they are struggling with margins. There are other companies with better growth. Hold it just for income.

COMMENT
COMMENT
December 3, 2014

The price of this tends to benefit from the rise in sugar prices, which tends to do well in the last quarter of the year, all the way through to March. Tends to benefit from all the holidays that have an increased demand for sugar. Also has a bit of a spurt in June. Sugar has been showing some signs of bottoming as the strong US$ has been hurting it. This stock has tended to show higher highs and higher lows. It looks good over the intermediate-term all the way through to March. Take your profits when Easter comes and that should be a good trade.

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Rogers Sugar Inc (RSI-T)
December 3, 2014

The price of this tends to benefit from the rise in sugar prices, which tends to do well in the last quarter of the year, all the way through to March. Tends to benefit from all the holidays that have an increased demand for sugar. Also has a bit of a spurt in June. Sugar has been showing some signs of bottoming as the strong US$ has been hurting it. This stock has tended to show higher highs and higher lows. It looks good over the intermediate-term all the way through to March. Take your profits when Easter comes and that should be a good trade.

DON'T BUY
DON'T BUY
May 22, 2014

This is a regulated market and there is a bit of an oversupply. Mexico is one of their big customers and it is over supplied at the moment. Can’t see how this company grows. Wouldn’t be interested in this one. 8% yield.

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This is a regulated market and there is a bit of an oversupply. Mexico is one of their big customers and it is over supplied at the moment. Can’t see how this company grows. Wouldn’t be interested in this one. 8% yield.

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