Stella-Jones Inc.
SJ-T
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DON'T BUY
DON'T BUY
December 3, 2019
He sold his shares, tired of disappointing earnings. They ran into inventory and costing problems.
He sold his shares, tired of disappointing earnings. They ran into inventory and costing problems.
misc industrial products
DON'T BUY
DON'T BUY
November 12, 2019
He owned it. SJ is coming back into range and had a decent quarter. He likes their fundamental business, but the replacement cycles can vary a lot. He'll wait a quarter or two.
He owned it. SJ is coming back into range and had a decent quarter. He likes their fundamental business, but the replacement cycles can vary a lot. He'll wait a quarter or two.
misc industrial products
BUY
BUY
November 7, 2019
He likes it. They have seen a bit of a downdraft due to lumber prices. The business itself is pretty consistent. They are guiding to higher revenues next year. He thinks they have turned a bit of a quarter here. He does not have too many concerns.
He likes it. They have seen a bit of a downdraft due to lumber prices. The business itself is pretty consistent. They are guiding to higher revenues next year. He thinks they have turned a bit of a quarter here. He does not have too many concerns.
misc industrial products
STRONG BUY
STRONG BUY
October 31, 2019
He bought within the last 12 months. The CEO retired and the stock had an over-reaction to it. The stock lost some of its acquisition multiple but now it is a bargain. The margins are improving. There are acquisitions to be mode in the segment. He would definitely buy at these levels. 80% of the business is recurring. The utility pole side has a lot of growth because of renewable energy growth.
He bought within the last 12 months. The CEO retired and the stock had an over-reaction to it. The stock lost some of its acquisition multiple but now it is a bargain. The margins are improving. There are acquisitions to be mode in the segment. He would definitely buy at these levels. 80% of the business is recurring. The utility pole side has a lot of growth because of renewable energy growth.
misc industrial products
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
$36.690
Yes
WATCH
WATCH
August 28, 2019
He always wanted to own it. They have huge market share and big recurring revenue. A solid business. But the CEO left and that's halted organic growth and has created negative optics. This will regain their footing. Watch the coming quarters.
He always wanted to own it. They have huge market share and big recurring revenue. A solid business. But the CEO left and that's halted organic growth and has created negative optics. This will regain their footing. Watch the coming quarters.
misc industrial products
DON'T BUY
DON'T BUY
July 30, 2019
He's not as high on this vs. the last time he talked about it. The CEO left, which is not a good sign. It's under review for him now. He may not own it later.
He's not as high on this vs. the last time he talked about it. The CEO left, which is not a good sign. It's under review for him now. He may not own it later.
misc industrial products
HOLD
HOLD
July 24, 2019
Or buy the railroads? It's been rangebound for years. They do all right things, but the founder and CEO left. Acquisitions helped their growth profile. A lot of its revenue comes from maintenance of railways, so it's solid. He's waiting for better direction from management. Overall, a fine company. Don't switch to the rails, because we're in a fragile economy so if something happens, the rails get hurt.
Or buy the railroads? It's been rangebound for years. They do all right things, but the founder and CEO left. Acquisitions helped their growth profile. A lot of its revenue comes from maintenance of railways, so it's solid. He's waiting for better direction from management. Overall, a fine company. Don't switch to the rails, because we're in a fragile economy so if something happens, the rails get hurt.
misc industrial products
TOP PICK
TOP PICK
June 18, 2019
Nobody has replaced wooden railway ties, which regularly wear out--and SJ supplies them. He expects good years of earnings ahead. (Analysts’ price target is $51.86)
Nobody has replaced wooden railway ties, which regularly wear out--and SJ supplies them. He expects good years of earnings ahead. (Analysts’ price target is $51.86)
misc industrial products
TOP PICK
TOP PICK
March 27, 2019
Treading water for 4 years. Margins were squeezed, oversupply. Duopoly in North America. Margins improving, organic growth is coming back. Nice steady replacement market business. Growing their lumber business through Home Depot. Just bought his position. Going to crank up dividends aggressively. Hold it for the long run. Yield is 1.3%. (Analysts’ price target is $51.29)
Treading water for 4 years. Margins were squeezed, oversupply. Duopoly in North America. Margins improving, organic growth is coming back. Nice steady replacement market business. Growing their lumber business through Home Depot. Just bought his position. Going to crank up dividends aggressively. Hold it for the long run. Yield is 1.3%. (Analysts’ price target is $51.29)
misc industrial products
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
$43.350
Yes
BUY
BUY
January 25, 2019
The founding families completely sold their shares, so SJ had a rough 2018. But this year could be a growth year. But this can be a cyclical business--replacing train tracks. They should grow revenues 3-5% a year and make further acquisitions. Expects dividend growth. Very undervalued.
The founding families completely sold their shares, so SJ had a rough 2018. But this year could be a growth year. But this can be a cyclical business--replacing train tracks. They should grow revenues 3-5% a year and make further acquisitions. Expects dividend growth. Very undervalued.
misc industrial products
BUY
BUY
December 27, 2018
The founding shareholders sold their holdings which will free to company to set strategy. Well-run, his will continue to do well (he'll bullish the American economy). He'd be comfortable holding it and getting a 7-8% return each year.
The founding shareholders sold their holdings which will free to company to set strategy. Well-run, his will continue to do well (he'll bullish the American economy). He'd be comfortable holding it and getting a 7-8% return each year.
misc industrial products
BUY
BUY
November 27, 2018
Still likes and recommends it, but disappointed it hasn't done better lately and has been more volatile and less stable. He expects there'll be more railroad maintence, because of increased rail traffic, which means SJ will be in greater demand.
Still likes and recommends it, but disappointed it hasn't done better lately and has been more volatile and less stable. He expects there'll be more railroad maintence, because of increased rail traffic, which means SJ will be in greater demand.
misc industrial products
SELL
SELL
September 27, 2018
She used to own it and sold when they had some inventory issues with the treaded wood and the guidance was off. She is very keen on Management. She is not so worry on individual quarters. The parent sold a big chunk of the stock. Lower margins. No reason to own it until they show impressive numbers.
She used to own it and sold when they had some inventory issues with the treaded wood and the guidance was off. She is very keen on Management. She is not so worry on individual quarters. The parent sold a big chunk of the stock. Lower margins. No reason to own it until they show impressive numbers.
misc industrial products
BUY
BUY
September 24, 2018
The founders had started selling shares last year. Institutions were not happy with that and sold all their shares. That is all gone now and some big institutions have moved in as well as the management. He initiated a position. The utility pole cycle will pick up because utility poles are getting old. We will see a reacceleration in the sector. There is still room to grow through acquisition.
The founders had started selling shares last year. Institutions were not happy with that and sold all their shares. That is all gone now and some big institutions have moved in as well as the management. He initiated a position. The utility pole cycle will pick up because utility poles are getting old. We will see a reacceleration in the sector. There is still room to grow through acquisition.
misc industrial products
Stephen Takacsy, B. Eng, MBA
Chief Investment Officer & Portfolio Mgr, Lester Asset Management
$44.150
Yes
PAST TOP PICK
PAST TOP PICK
August 29, 2018
(Past Top Pick, August 22, 2017, Up 0.55%) It's had ups and downs the past year with problems in inventory and pricing. Their last forecast expected prices to improve a lot. He agrees that demand for railway ties is robust.
(Past Top Pick, August 22, 2017, Up 0.55%) It's had ups and downs the past year with problems in inventory and pricing. Their last forecast expected prices to improve a lot. He agrees that demand for railway ties is robust.
misc industrial products
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