TSE:SJ
45.10
0.44
(0.97%)
Stella-Jones Inc.
SJ-T
Analysis and Opinions about SJ-T
Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
April 28, 2020
(A Top Pick Mar 27/19, Down 19%) They're part of a duopoly. It enjoys highly recurring revenues. SJ shouldn't be impacted by the virus, just in their lumber segment. Strong balance sheet. More acquisitions to come for them in the pole side. The stock hasn't been this cheap in a decade. Trades at 13x earnings and has room to grow its dividend. A slam dunk.
Show full opinionHide full opinion
(A Top Pick Mar 27/19, Down 19%) They're part of a duopoly. It enjoys highly recurring revenues. SJ shouldn't be impacted by the virus, just in their lumber segment. Strong balance sheet. More acquisitions to come for them in the pole side. The stock hasn't been this cheap in a decade. Trades at 13x earnings and has room to grow its dividend. A slam dunk.
HOLD
HOLD
January 23, 2020
A pretty boring company and will grow over time. They make good acquisitions and have set themselves up properly. They are not expensive but debt is a little too high. It will not disappoint you over the next 10 years but never excite you, either.
Show full opinionHide full opinionA pretty boring company and will grow over time. They make good acquisitions and have set themselves up properly. They are not expensive but debt is a little too high. It will not disappoint you over the next 10 years but never excite you, either.
DON'T BUY
DON'T BUY
December 3, 2019
He sold his shares, tired of disappointing earnings. They ran into inventory and costing problems.
Show full opinionHide full opinionHe sold his shares, tired of disappointing earnings. They ran into inventory and costing problems.
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.
Show full opinionHide full opinionHe 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.
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.
Show full opinionHide full opinionHe 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.
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.
Show full opinionHide full opinionHe 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.
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.
Show full opinionHide full opinionHe 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.
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.
Show full opinionHide full opinionHe'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.
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.
Show full opinionHide full opinionOr 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.
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)
Show full opinionHide full opinionNobody 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)
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)
Show full opinionHide full opinionTreading 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)
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.
Show full opinionHide full opinionThe 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.
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.
Show full opinionHide full opinionThe 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.
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.
Show full opinionHide full opinionStill 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.
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.
Stella-Jones Inc.(SJ-T) Rating
Ranking : 4 out of 5
Bullish - Buy Signals / Votes : 3
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 2
Total Signals / Votes : 6
Stella-Jones Inc.(SJ-T) Frequently Asked Questions
What is Stella-Jones Inc. stock symbol?
Stella-Jones Inc. is a Canadian stock, trading under the symbol SJ-T on the Toronto Stock Exchange (SJ-CT). It is usually referred to as TSX:SJ or SJ-T
Is Stella-Jones Inc. a buy or a sell?
In the last year, 6 stock analysts published opinions about SJ-T. 3 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is PAST TOP PICK. Read the latest stock experts' ratings for Stella-Jones Inc..
Is Stella-Jones Inc. a good investment or a top pick?
Stella-Jones Inc. was recommended as a Top Pick by Stephen Takacsy, B. Eng, MBA on 2020-04-28. Read the latest stock experts ratings for Stella-Jones Inc..
Why is Stella-Jones Inc. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Stella-Jones Inc. worth watching?
6 stock analysts on Stockchase covered Stella-Jones Inc. In the last year. It is a trending stock that is worth watching.
What is Stella-Jones Inc. stock price?
On 2020-09-30, Stella-Jones Inc. (SJ-T) stock closed at a price of $45.1.
