Rogers Sugar Inc

RSI-T

TSE:RSI

4.74
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
DON'T BUY
DON'T BUY
May 21, 2014

Not a growth company, this is a “steady Eddie” dividend payer. The problem is that the last 4-5 quarters have been lousy and higher natural gas prices have affected them. There is a really weak demand for sugar. They are in a cutthroat competition for pricing. He owns convertible debentures which is the way he plays it.

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Not a growth company, this is a “steady Eddie” dividend payer. The problem is that the last 4-5 quarters have been lousy and higher natural gas prices have affected them. There is a really weak demand for sugar. They are in a cutthroat competition for pricing. He owns convertible debentures which is the way he plays it.

HOLD
HOLD
May 5, 2014

Is the dividend safe? This is close. Sold his holdings at about $6.50 and got back in at around $5. The trouble is that the inputs are natural gas. Also, lost some Mexican contracts. Also, the overpayment of dividends is getting into the mix. If they cut their dividend, they are going to be in trouble because of the share price. It would be more sustainable. but in this type of business, you just want to see a quiet type of company. He would be a buyer if it got a little cheaper.

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Is the dividend safe? This is close. Sold his holdings at about $6.50 and got back in at around $5. The trouble is that the inputs are natural gas. Also, lost some Mexican contracts. Also, the overpayment of dividends is getting into the mix. If they cut their dividend, they are going to be in trouble because of the share price. It would be more sustainable. but in this type of business, you just want to see a quiet type of company. He would be a buyer if it got a little cheaper.

BUY
BUY
April 25, 2014

(Market Call Minute) Management has been buying their stock. It is a Canadian dollar play.

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(Market Call Minute) Management has been buying their stock. It is a Canadian dollar play.

COMMENT
COMMENT
April 7, 2014

The big drop in February was because of an earnings miss. The one thing this has going for it is a little base being built. If it holds at around $4.50-$4.45, that would be good. There is going to be a lot of overhead resistance not far away. If you own, he would use a Stop of around $4.30.

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The big drop in February was because of an earnings miss. The one thing this has going for it is a little base being built. If it holds at around $4.50-$4.45, that would be good. There is going to be a lot of overhead resistance not far away. If you own, he would use a Stop of around $4.30.

DON'T BUY
DON'T BUY
March 27, 2014

Has gone down and stabilized over the past few weeks. Reported an awful 4th quarter. Analysts are concerned they could cut the dividend and he is as well. A dividend cut has already been priced into the stock. He sold his holdings and bought their convertibles. Management has been buying back shares.

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Has gone down and stabilized over the past few weeks. Reported an awful 4th quarter. Analysts are concerned they could cut the dividend and he is as well. A dividend cut has already been priced into the stock. He sold his holdings and bought their convertibles. Management has been buying back shares.

PARTIAL SELL
PARTIAL SELL
March 18, 2014

Chart shows an uptrend channel running from 2009 up to the end of 2012. Believes this is probably sensitive to natural gas prices. You have to decide if the natural gas run is over. He expects the big advance of natural gas is now behind us so this is probably okay at this price but he wouldn’t add at this price, and if you own, he would consider reducing your holdings. 8% dividend yield.

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Chart shows an uptrend channel running from 2009 up to the end of 2012. Believes this is probably sensitive to natural gas prices. You have to decide if the natural gas run is over. He expects the big advance of natural gas is now behind us so this is probably okay at this price but he wouldn’t add at this price, and if you own, he would consider reducing your holdings. 8% dividend yield.

DON'T BUY
DON'T BUY
March 4, 2014

Sugar is a commodity. He looks for stable businesses. Unbelievably stable business plan. Nat Gas is an input. However, now they are losing a few contracts. They won’t be able to get them back. This isn’t a business that can grow. He can’t figure out why they lost the contract so is standing back.

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Sugar is a commodity. He looks for stable businesses. Unbelievably stable business plan. Nat Gas is an input. However, now they are losing a few contracts. They won’t be able to get them back. This isn’t a business that can grow. He can’t figure out why they lost the contract so is standing back.

WAIT
WAIT
March 3, 2014

We need to see a little more price action and see if the base starts to build again. It’s too early to tell if a base is going to build.

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We need to see a little more price action and see if the base starts to build again. It’s too early to tell if a base is going to build.

DON'T BUY
DON'T BUY
February 21, 2014

Nat Gas is one of their major costs. This company has not been a favourite of his. MX-T in contrast can pass on more of their cost increase in gas to customers. RSI has fierce competition off-shore. Not a great area long term.

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Rogers Sugar Inc (RSI-T)
February 21, 2014

Nat Gas is one of their major costs. This company has not been a favourite of his. MX-T in contrast can pass on more of their cost increase in gas to customers. RSI has fierce competition off-shore. Not a great area long term.

HOLD
HOLD
February 11, 2014

Owns a little bit of this. Numbers last quarter were not good. This is supposed to be a boring company that immunizes its expenses, which is mostly natural gas which is creeping up. They also lost a big customer. Feels the distribution is safe for now. Has very good cash flow, but the competitive nature has really changed over the last couple of years.

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Rogers Sugar Inc (RSI-T)
February 11, 2014

Owns a little bit of this. Numbers last quarter were not good. This is supposed to be a boring company that immunizes its expenses, which is mostly natural gas which is creeping up. They also lost a big customer. Feels the distribution is safe for now. Has very good cash flow, but the competitive nature has really changed over the last couple of years.

HOLD
HOLD
February 5, 2014

Had a whiz-bang of a year in 2012 and then the last 4-5 quarters have been atrocious. In the past 2 years, they have been able to export sugar outside North America and that has been great for them. This business has no pricing power and has no growth and is dependent on GDP growth. Feels the dividend is safe for this year. Have a look at their 5.7% convertible bond which gives you almost as much yield as the stock, but with a little more safety.

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Rogers Sugar Inc (RSI-T)
February 5, 2014

Had a whiz-bang of a year in 2012 and then the last 4-5 quarters have been atrocious. In the past 2 years, they have been able to export sugar outside North America and that has been great for them. This business has no pricing power and has no growth and is dependent on GDP growth. Feels the dividend is safe for this year. Have a look at their 5.7% convertible bond which gives you almost as much yield as the stock, but with a little more safety.

WAIT
WAIT
February 4, 2014

Last quarter was quite rough. They didn’t meet estimates and their guidance wasn’t that great. A couple of brokers downgraded the stock to “underperform” and even an outright Sell. Cash flow is still there. Paid a $0.39 special dividend last year, so for them to kind of change fortunes that fast, feels the stock reaction was a little bit too much. Cyclical business. Thinks long-term it is okay but waiting for the volume to pick up is probably the best strategy.

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Rogers Sugar Inc (RSI-T)
February 4, 2014

Last quarter was quite rough. They didn’t meet estimates and their guidance wasn’t that great. A couple of brokers downgraded the stock to “underperform” and even an outright Sell. Cash flow is still there. Paid a $0.39 special dividend last year, so for them to kind of change fortunes that fast, feels the stock reaction was a little bit too much. Cyclical business. Thinks long-term it is okay but waiting for the volume to pick up is probably the best strategy.

WATCH
WATCH
January 3, 2014

Sugar is in a period of seasonal strength right now. Runs from November through to February, basically the times of your key holidays such as Halloween, Christmas, Valentine’s Day and Easter. Not seeing too much strength in this. Pushing up against the declining trend line, but, you want to see it break out above the trend line in order to get excited. Wait for it to break out and then pursue it.

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

Sugar is in a period of seasonal strength right now. Runs from November through to February, basically the times of your key holidays such as Halloween, Christmas, Valentine’s Day and Easter. Not seeing too much strength in this. Pushing up against the declining trend line, but, you want to see it break out above the trend line in order to get excited. Wait for it to break out and then pursue it.

WATCH
WATCH
December 18, 2013

It is trying to base. He would only buy it if it broke out.

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Rogers Sugar Inc (RSI-T)
December 18, 2013

It is trying to base. He would only buy it if it broke out.

BUY
BUY
November 28, 2013

Had a lousy end to this year. Although sugar prices were strong, they just weren’t able to ship the volume and there is a price war. They did pay out a special dividend this year of $0.36.

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Rogers Sugar Inc (RSI-T)
November 28, 2013

Had a lousy end to this year. Although sugar prices were strong, they just weren’t able to ship the volume and there is a price war. They did pay out a special dividend this year of $0.36.

WAIT
WAIT
November 18, 2013

Chart looks terrible. The 20 day and 50 day are rolling over. Lower highs and lower lows. Not too much good to say about the stock right now other than that we are in a period of seasonal strength for sugar during the holiday season, which runs all the way from October into February 14, Valentine’s Day. Wait for this to bottom.

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Rogers Sugar Inc (RSI-T)
November 18, 2013

Chart looks terrible. The 20 day and 50 day are rolling over. Lower highs and lower lows. Not too much good to say about the stock right now other than that we are in a period of seasonal strength for sugar during the holiday season, which runs all the way from October into February 14, Valentine’s Day. Wait for this to bottom.

COMMENT
COMMENT
November 11, 2013

Double down once again? He doesn’t know the financials. It is a very cyclical company. You get a great payout. He never doubles down within 6 months after he buys a company. He will only average down once.

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Rogers Sugar Inc (RSI-T)
November 11, 2013

Double down once again? He doesn’t know the financials. It is a very cyclical company. You get a great payout. He never doubles down within 6 months after he buys a company. He will only average down once.

DON'T BUY
DON'T BUY
November 5, 2013

This is one of those classic former up-trenders that most definitely broke down. There was support at about $5.80 but broke definitively and started a new downtrend. There seems to be support at above $5.11 from 2011-2012, which would actually be a current target, but you have to make sure it bounces off that. Don’t catch a falling knife, let it land and let it bounce.

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Rogers Sugar Inc (RSI-T)
November 5, 2013

This is one of those classic former up-trenders that most definitely broke down. There was support at about $5.80 but broke definitively and started a new downtrend. There seems to be support at above $5.11 from 2011-2012, which would actually be a current target, but you have to make sure it bounces off that. Don’t catch a falling knife, let it land and let it bounce.

DON'T BUY
DON'T BUY
October 1, 2013

There was a larger uptrend, but chart shows what could be considered a double top, where there were 2 similar highs. The uptrend was broken and the stock broke down through a neckline. It is now in a new downtrend. 1st support level might be old resistance at around $5.50. If it doesn’t hold that, it could go quite a bit lower. Wouldn’t be a buyer yet.

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Rogers Sugar Inc (RSI-T)
October 1, 2013

There was a larger uptrend, but chart shows what could be considered a double top, where there were 2 similar highs. The uptrend was broken and the stock broke down through a neckline. It is now in a new downtrend. 1st support level might be old resistance at around $5.50. If it doesn’t hold that, it could go quite a bit lower. Wouldn’t be a buyer yet.

HOLD
HOLD
August 16, 2013

Doesn’t see a lot of growth outlook or dividend increases for this stock. When looking at income paying stocks, she wants to see improving cash flow potential for increasing dividends or distribution over the next 3-5 years.

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Rogers Sugar Inc (RSI-T)
August 16, 2013

Doesn’t see a lot of growth outlook or dividend increases for this stock. When looking at income paying stocks, she wants to see improving cash flow potential for increasing dividends or distribution over the next 3-5 years.

BUY
BUY
August 6, 2013

Likes the business. Not a fast grower but feels it can grow 1%-2% a year in revenues and looks for cost improvements. Recently had a lousy quarter. Last year they benefited from the ability to export sugar to the US and Mexico. Paid out an extra dividend of $0.30 this year. Dividend is safe. This is an income only stock. 6.1% dividend yield.

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Likes the business. Not a fast grower but feels it can grow 1%-2% a year in revenues and looks for cost improvements. Recently had a lousy quarter. Last year they benefited from the ability to export sugar to the US and Mexico. Paid out an extra dividend of $0.30 this year. Dividend is safe. This is an income only stock. 6.1% dividend yield.

COMMENT
COMMENT
July 8, 2013

Chart indicates that this stock may be forming, on a very large basis, a double top. Never assume that a formation is taking place until it is broken. This has not happened here but is in danger of that.

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Chart indicates that this stock may be forming, on a very large basis, a double top. Never assume that a formation is taking place until it is broken. This has not happened here but is in danger of that.

DON'T BUY
DON'T BUY
June 13, 2013

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.

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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
DON'T BUY
May 9, 2013

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

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

HOLD
HOLD
April 18, 2013

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.

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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
TOP PICK
March 22, 2013

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

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

WATCH
WATCH
February 15, 2013

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.

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Rogers Sugar Inc (RSI-T)
February 15, 2013

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
BUY
December 3, 2012

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.

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Rogers Sugar Inc (RSI-T)
December 3, 2012

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
HOLD
July 31, 2012

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.

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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 WEAKNESS
BUY WEAKNESS
July 12, 2012
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.
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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.
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