Russel Metals

RUS-T

TSE:RUS

18.90
0.07 (0.37%)
Russel Metals Inc. is one of the largest North American suppliers of metal products, with operations across Canada and the United States. The company was originally established in 1785 by John Russel as John Russel & Co.
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Analysis and Opinions about RUS-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 4, 2006
Low P/E and high yield because it is a cyclical industry. Stark did much better than he expected over the last year. Looks a little expensive now.
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Russel Metals (RUS-T)
January 4, 2006
Low P/E and high yield because it is a cyclical industry. Stark did much better than he expected over the last year. Looks a little expensive now.
BUY
BUY
December 29, 2005
Really good management. Good return on equity. Had an enormous jump in profits last year.
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Russel Metals (RUS-T)
December 29, 2005
Really good management. Good return on equity. Had an enormous jump in profits last year.
BUY
BUY
December 15, 2005
Had a significant move around June/05 at $14 and ran up to $22. There is no top formation so it is likely there are higher targets to come. Keep an eye on $20 which would be a danger signal.
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Russel Metals (RUS-T)
December 15, 2005
Had a significant move around June/05 at $14 and ran up to $22. There is no top formation so it is likely there are higher targets to come. Keep an eye on $20 which would be a danger signal.
DON'T BUY
DON'T BUY
December 9, 2005
Wouldn’t go after this one right now. Has very high profitability, but there’s deterioration in that profitability and it seems to be coming from operating sources.
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Russel Metals (RUS-T)
December 9, 2005
Wouldn’t go after this one right now. Has very high profitability, but there’s deterioration in that profitability and it seems to be coming from operating sources.
TOP PICK
TOP PICK
November 3, 2005
They've raised the dividend 4 or 5 times in the last 18 months. Very cheap at 6 X forward earnings. Generates cash. What he really likes is that in a down cycle, they generate more cash.
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Russel Metals (RUS-T)
November 3, 2005
They've raised the dividend 4 or 5 times in the last 18 months. Very cheap at 6 X forward earnings. Generates cash. What he really likes is that in a down cycle, they generate more cash.
TOP PICK
TOP PICK
November 2, 2005
A very cheap stock at around 7 X trailing earnings, 9 X forcast earnings. Dividend yield of over 5%. As a value investor, this is very inexpensive and pays you while you wait.
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Russel Metals (RUS-T)
November 2, 2005
A very cheap stock at around 7 X trailing earnings, 9 X forcast earnings. Dividend yield of over 5%. As a value investor, this is very inexpensive and pays you while you wait.
WEAK BUY
WEAK BUY
October 12, 2005
Not a bad place to be if you want cyclical exposure because you get 5% yield. Doesn't have as much exposure to the commodity as other steel companies, so a much safer place to be. As you get nearer the end of the cycle, There's less attraction for it. Prefers Algoma (AGA-T).
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Russel Metals (RUS-T)
October 12, 2005
Not a bad place to be if you want cyclical exposure because you get 5% yield. Doesn't have as much exposure to the commodity as other steel companies, so a much safer place to be. As you get nearer the end of the cycle, There's less attraction for it. Prefers Algoma (AGA-T).
HOLD
HOLD
October 11, 2005
Involved in service centres, the energy market (tubular steel) and distribution. Have had a great year. Expects it will continue, but appreciation on the stock has gone up from $11/12 to above $18. Doesn't think there's a whole lot more left in it, but probably a few dollars. If you own, consider taking some profit.
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Russel Metals (RUS-T)
October 11, 2005
Involved in service centres, the energy market (tubular steel) and distribution. Have had a great year. Expects it will continue, but appreciation on the stock has gone up from $11/12 to above $18. Doesn't think there's a whole lot more left in it, but probably a few dollars. If you own, consider taking some profit.
DON'T BUY
DON'T BUY
September 21, 2005
Basically at its high yet its first 6 months results were down substantially. Always sceptical of this scenario. Made a lot of money when the price of steel was high, but don't think they will be able to make it any more.
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Russel Metals (RUS-T)
September 21, 2005
Basically at its high yet its first 6 months results were down substantially. Always sceptical of this scenario. Made a lot of money when the price of steel was high, but don't think they will be able to make it any more.
WEAK BUY
WEAK BUY
August 11, 2005
Had some nice inventory gains as metal prices were going up. Very low P/E around 8 X's. Because of the extra dividends they paid out, the yield is one of the highest on the TSX. A cyclical stock, so a slowdown will affect them. Be cautious.
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Russel Metals (RUS-T)
August 11, 2005
Had some nice inventory gains as metal prices were going up. Very low P/E around 8 X's. Because of the extra dividends they paid out, the yield is one of the highest on the TSX. A cyclical stock, so a slowdown will affect them. Be cautious.
BUY
BUY
July 27, 2005
Loves this stock. It's the only steel stock that she did not sell. Has a fabulous yield. Incredibly good management.
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Russel Metals (RUS-T)
July 27, 2005
Loves this stock. It's the only steel stock that she did not sell. Has a fabulous yield. Incredibly good management.
DON'T BUY
DON'T BUY
July 18, 2005
Stock has done tremendously well, but there are different reasons why. The acquisition of the Montreal company has synergies. The trend in steel has reversed. You could see them losing money on inventories because the steel market is not as busy. Money has already been made and it is probably too late now.
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Russel Metals (RUS-T)
July 18, 2005
Stock has done tremendously well, but there are different reasons why. The acquisition of the Montreal company has synergies. The trend in steel has reversed. You could see them losing money on inventories because the steel market is not as busy. Money has already been made and it is probably too late now.
SELL
SELL
July 11, 2005
All the steel companies had a tremendous run and then steel prices started to drop. Looks like a cheap stock, but the earnings are very volatile.
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Russel Metals (RUS-T)
July 11, 2005
All the steel companies had a tremendous run and then steel prices started to drop. Looks like a cheap stock, but the earnings are very volatile.
DON'T BUY
DON'T BUY
July 4, 2005
Have been hurt by the downturn in steel. Still generating earnings. Feels the steel cycle will be over for awhile.
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Have been hurt by the downturn in steel. Still generating earnings. Feels the steel cycle will be over for awhile.
DON'T BUY
DON'T BUY
June 6, 2005
P/E of 3.9 and a yield of 5.5%. Very well run. Earnings record has been very good. A cyclical company in a cyclical business and steel stocks have been under pressure lately. Steel pricing has been coming down due to overcapacity around the world.
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P/E of 3.9 and a yield of 5.5%. Very well run. Earnings record has been very good. A cyclical company in a cyclical business and steel stocks have been under pressure lately. Steel pricing has been coming down due to overcapacity around the world.
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