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
April 17, 2012
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.
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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
BUY
December 19, 2011
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.
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Rogers Sugar Inc (RSI-T)
December 19, 2011
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
TOP PICK
December 12, 2011
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%.
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Rogers Sugar Inc (RSI-T)
December 12, 2011
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
DON'T BUY
October 4, 2011
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%.
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Rogers Sugar Inc (RSI-T)
October 4, 2011
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
BUY
September 14, 2011
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%.
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Rogers Sugar Inc (RSI-T)
September 14, 2011
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
BUY
August 24, 2011
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.
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Rogers Sugar Inc (RSI-T)
August 24, 2011
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
DON'T BUY
July 14, 2011
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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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.
COMMENT
COMMENT
May 5, 2011
In the commodity sector which is coming to the end of its period now. Chart shows a descending triangle and it has broken down through it. Getting close to its $5.10 support very fast. Next level would be $4.80.
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In the commodity sector which is coming to the end of its period now. Chart shows a descending triangle and it has broken down through it. Getting close to its $5.10 support very fast. Next level would be $4.80.
PAST TOP PICK
PAST TOP PICK
December 7, 2010
(Top Pick Dec 2/09, Up 30%) The crop looks really good in 2011. Converting to corp. and leaving dividend where it is.
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Rogers Sugar Inc (RSI-T)
December 7, 2010
(Top Pick Dec 2/09, Up 30%) The crop looks really good in 2011. Converting to corp. and leaving dividend where it is.
TOP PICK
TOP PICK
September 28, 2010
Convertible debenture (RSI.DB.B-T) due June 29/13. Yield of around 4.5%.
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Rogers Sugar Inc (RSI-T)
September 28, 2010
Convertible debenture (RSI.DB.B-T) due June 29/13. Yield of around 4.5%.
COMMENT
COMMENT
September 10, 2010
Limits on how much beet sugar can be shipped to the US. Key input costs are Nat gas, which is working on their side. Prime market is Canadian.
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Rogers Sugar Inc (RSI-T)
September 10, 2010
Limits on how much beet sugar can be shipped to the US. Key input costs are Nat gas, which is working on their side. Prime market is Canadian.
PAST TOP PICK
PAST TOP PICK
July 20, 2010
(Top Pick Dec 2/09, Up 19% total return) Play on income. Good quality yield, safe play. Have hedged inputs of Natural Gas for the next few years. They convert Nat Gas into sugar. Converting to corp. and cutting distribution to be same after tax. Little bit of upside.
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(Top Pick Dec 2/09, Up 19% total return) Play on income. Good quality yield, safe play. Have hedged inputs of Natural Gas for the next few years. They convert Nat Gas into sugar. Converting to corp. and cutting distribution to be same after tax. Little bit of upside.
BUY
BUY
March 24, 2010
Slow growth. Manufacture sugar but don't sell it at spot prices. High sugar prices are not good as it encourages customers to switch. Distribution will be cut when they convert but for taxable accounts it doesn't matter since what you lose in distribution yield, you get tax dividend credit for it. Use natural gas, which is currently very cheap.
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Slow growth. Manufacture sugar but don't sell it at spot prices. High sugar prices are not good as it encourages customers to switch. Distribution will be cut when they convert but for taxable accounts it doesn't matter since what you lose in distribution yield, you get tax dividend credit for it. Use natural gas, which is currently very cheap.
DON'T BUY
DON'T BUY
January 20, 2010
Volatility in distributions through the years. Great performer in the last year because sugar prices have doubled. If you want a holding that gives steady income with some growth there are better places to be.
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Rogers Sugar Inc (RSI-T)
January 20, 2010
Volatility in distributions through the years. Great performer in the last year because sugar prices have doubled. If you want a holding that gives steady income with some growth there are better places to be.
BUY
BUY
January 4, 2010
Stock hasn't gone anywhere since 2001 but he has got $.40 a share in dividends every year. Sugar prices are at an 11-year high but this doesn't boost their bottom line. Will have to convert in 2011 but the dividend looks pretty safe and he expects a good year in 2010.
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Rogers Sugar Inc (RSI-T)
January 4, 2010
Stock hasn't gone anywhere since 2001 but he has got $.40 a share in dividends every year. Sugar prices are at an 11-year high but this doesn't boost their bottom line. Will have to convert in 2011 but the dividend looks pretty safe and he expects a good year in 2010.
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