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
BUY
BUY
May 17, 2005
Likes this company. Has had tremendous growth. Have done very well on the distribution side. Good dividend. A cyclical industry. Can see double digit returns over the next year.
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Likes this company. Has had tremendous growth. Have done very well on the distribution side. Good dividend. A cyclical industry. Can see double digit returns over the next year.
WEAK BUY
WEAK BUY
May 5, 2005
Doesn't think that with a lot of the cyclicals, you are going to get a valuation increase any more. The current level is more reasonable. If you take their earnings and put them on the balance sheet and look out a year, it'll be worth about $17. You would have to hold it through a pretty volatile period.
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Doesn't think that with a lot of the cyclicals, you are going to get a valuation increase any more. The current level is more reasonable. If you take their earnings and put them on the balance sheet and look out a year, it'll be worth about $17. You would have to hold it through a pretty volatile period.
DON'T BUY
DON'T BUY
May 5, 2005
Generating good earnings, but is worried that steel prices are in the process of coming down. Auto sector could be rolling over as well as steel coming in from China. Earnings are coming down and this could continue for a year or two.
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Generating good earnings, but is worried that steel prices are in the process of coming down. Auto sector could be rolling over as well as steel coming in from China. Earnings are coming down and this could continue for a year or two.
BUY
BUY
April 13, 2005
Getting attractively priced. 5% + dividend. Looking at a fairly good return. Well run.
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Russel Metals (RUS-T)
April 13, 2005
Getting attractively priced. 5% + dividend. Looking at a fairly good return. Well run.
DON'T BUY
DON'T BUY
April 12, 2005
The steel stocks as a group have reversed down on his quantitative models which tells him that the risk level is rising. There is risk in this area. For now, they are into consolidations, seasonally these companies can have a consolidation through the summer. Could trade sideways or drop further.
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Russel Metals (RUS-T)
April 12, 2005
The steel stocks as a group have reversed down on his quantitative models which tells him that the risk level is rising. There is risk in this area. For now, they are into consolidations, seasonally these companies can have a consolidation through the summer. Could trade sideways or drop further.
BUY
BUY
March 24, 2005
Low P/E, but market puts a low P/E on what it considers cyclical. This company is a fabricator and pays a nice 5% dividend. A little bit undervalued. Not a bad entry point.
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Russel Metals (RUS-T)
March 24, 2005
Low P/E, but market puts a low P/E on what it considers cyclical. This company is a fabricator and pays a nice 5% dividend. A little bit undervalued. Not a bad entry point.
TOP PICK
TOP PICK
March 23, 2005
Valuation is extremely cheap at 8 X earnings. Yield of 5%. The best company in the steel sector. Even if steel production drops, they will continue to be profitable. Also feels that earnings are too low.
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Russel Metals (RUS-T)
March 23, 2005
Valuation is extremely cheap at 8 X earnings. Yield of 5%. The best company in the steel sector. Even if steel production drops, they will continue to be profitable. Also feels that earnings are too low.
VAGUE
VAGUE
March 18, 2005
Rising steel market has helped.
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Russel Metals (RUS-T)
March 18, 2005
Rising steel market has helped.
BUY
BUY
March 17, 2005
Has done very well in the last year without being subject to any serious profit taking. Right now it's in a bit of a horizontal trading range of $17/18.50 which may lead to some more profit taking. Use a mental stop of $16.50 that if it reaches that, it might even reach $14.
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Russel Metals (RUS-T)
March 17, 2005
Has done very well in the last year without being subject to any serious profit taking. Right now it's in a bit of a horizontal trading range of $17/18.50 which may lead to some more profit taking. Use a mental stop of $16.50 that if it reaches that, it might even reach $14.
BUY
BUY
March 16, 2005
Not a producer, but a warehouser and fabricater for end users. Input costs are not an issue as they pass these along. Their big issue is demand and how much value added can they do to get extra margins. Demand for steel is very strong and profits are doing well. Cyclical.
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Russel Metals (RUS-T)
March 16, 2005
Not a producer, but a warehouser and fabricater for end users. Input costs are not an issue as they pass these along. Their big issue is demand and how much value added can they do to get extra margins. Demand for steel is very strong and profits are doing well. Cyclical.
BUY
BUY
February 23, 2005
Being part of the steel cycle has been extremely positive for them. Well run. Conservatively run company. Good balance sheet. Good dividend yield.
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Russel Metals (RUS-T)
February 23, 2005
Being part of the steel cycle has been extremely positive for them. Well run. Conservatively run company. Good balance sheet. Good dividend yield.
HOLD
HOLD
January 19, 2005
A beautifully run company. Not as vulnerable as the main line steel producers. Also pays a dividend.
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Russel Metals (RUS-T)
January 19, 2005
A beautifully run company. Not as vulnerable as the main line steel producers. Also pays a dividend.
BUY
BUY
January 19, 2005
Very well managed. Very conservative in their management of inventory in steel price cycles. Pays a dividend. Long term, a good hold. Short term there are some stell price risks. Relatively safe. You can buy for a long term hold, otherwise hold off.
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Russel Metals (RUS-T)
January 19, 2005
Very well managed. Very conservative in their management of inventory in steel price cycles. Pays a dividend. Long term, a good hold. Short term there are some stell price risks. Relatively safe. You can buy for a long term hold, otherwise hold off.
BUY
BUY
January 17, 2005
High yield is sustainable for the foreseeable future. As a distributor, not a manufacturer, there is a lag relationship with respect to Russel's profits on inventory and hence balance sheets. Very conservatively managed company. A conservative way to be exposed to steel. Spot price on steels is vulnerable so could affect them down the road.
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Russel Metals (RUS-T)
January 17, 2005
High yield is sustainable for the foreseeable future. As a distributor, not a manufacturer, there is a lag relationship with respect to Russel's profits on inventory and hence balance sheets. Very conservatively managed company. A conservative way to be exposed to steel. Spot price on steels is vulnerable so could affect them down the road.
DON'T BUY
DON'T BUY
January 13, 2005
Has been reducing his holdings and taking profit. A very profitable company. Nice dividend yield. Getting near the higher end of where it should be trading. Doesn't expect a lot of upside in the near term.
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Russel Metals (RUS-T)
January 13, 2005
Has been reducing his holdings and taking profit. A very profitable company. Nice dividend yield. Getting near the higher end of where it should be trading. Doesn't expect a lot of upside in the near term.
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