Stella-Jones Inc. (SJ-T) Stock Predictions - Stockchase
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Stella-Jones Inc. (SJ-T)

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Stella-Jones Inc.

SJ-T

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Stella-Jones Inc. (SJ-T) SAVE Apr, 19, 2019, 9:05 am

45.04 0.17 (0.38%)

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TOP PICK
Stella-Jones Inc.(SJ-T) 

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)
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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)
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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$43.350
Owned Owned
Yes

BUY
Stella-Jones Inc.(SJ-T) 

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.
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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.
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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$41.990
Owned Owned
Unknown

BUY
Stella-Jones Inc.(SJ-T) 

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.
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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.
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Jamie Murray

Head of re, Murray Wealth Group...

Price Price
$38.010
Owned Owned
Unknown

BUY
Stella-Jones Inc.(SJ-T) 

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.
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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.
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David Baskin

President, Baskin Wealth Manage...

Price Price
$39.390
Owned Owned
Yes

SELL
Stella-Jones Inc.(SJ-T) 

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.

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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.

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$43.620
Owned Owned
No

BUY
Stella-Jones Inc.(SJ-T) 

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. 

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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. 

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Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$44.150
Owned Owned
Yes

PAST TOP PICK
Stella-Jones Inc.(SJ-T) 

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.

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(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.

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David Baskin

President, Baskin Wealth Manage...

Price Price
$45.080
Owned Owned
Yes

SELL
Stella-Jones Inc.(SJ-T) 

July 30, 2018

He would be selling.  It has a very cyclical pattern on a value chart.  It goes up to 4 times book value and then comes back down.  It is at that point now.

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He would be selling.  It has a very cyclical pattern on a value chart.  It goes up to 4 times book value and then comes back down.  It is at that point now.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$44.720
Owned Owned
Unknown

BUY
Stella-Jones Inc.(SJ-T) 

July 25, 2018

He once owned it. Dividend growth is likely. They make utility poles which need to be replaced, which is what SJ does. Management has positioned the company well in this area to take advantage. Likely will increase the dividend.

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He once owned it. Dividend growth is likely. They make utility poles which need to be replaced, which is what SJ does. Management has positioned the company well in this area to take advantage. Likely will increase the dividend.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$45.450
Owned Owned
No

PARTIAL SELL
Stella-Jones Inc.(SJ-T) 

June 25, 2018

He needs to see it break through the highs of the past three years. Reward youself if you've hold on all this time, but doubt it can break higher.

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He needs to see it break through the highs of the past three years. Reward youself if you've hold on all this time, but doubt it can break higher.

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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$48.270
Owned Owned
Unknown

COMMENT
Stella-Jones Inc.(SJ-T) 

April 11, 2018

A major utility pole manufacturer. Yes, the recent/current tough winter weather is a factor, but a bigger factor is the finite life of these poles, and most of them in North America are nearing the end. So, SJ could enjoy a ramp-up with more infrastructure spending.

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A major utility pole manufacturer. Yes, the recent/current tough winter weather is a factor, but a bigger factor is the finite life of these poles, and most of them in North America are nearing the end. So, SJ could enjoy a ramp-up with more infrastructure spending.

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Bruce Campbell

President , Stone Castle Investm...

Price Price
$45.020
Owned Owned
Unknown

BUY
Stella-Jones Inc.(SJ-T) 

February 28, 2018

The parent owns the majority of the stock has been selling, which is good news. This is much more liquid and you can pick it up. They make rail ties and utility poles which are moving into a major phase of the cycle to replace them. This is more good news. They plan to acquire. 

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The parent owns the majority of the stock has been selling, which is good news. This is much more liquid and you can pick it up. They make rail ties and utility poles which are moving into a major phase of the cycle to replace them. This is more good news. They plan to acquire. 

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Veronika Hirsch

Chief Inve, Arrow Capital...

Price Price
$47.810
Owned Owned
Yes

WATCH
Stella-Jones Inc.(SJ-T) 

February 14, 2018

He feels it is a well-run company. Customers have to buy their products. The price can get expensive based on earnings multiples, so be careful at this level. (Analysts’ price target is $54.66 )

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He feels it is a well-run company. Customers have to buy their products. The price can get expensive based on earnings multiples, so be careful at this level. (Analysts’ price target is $54.66 )

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Stephen Groff

Principal , Cambridge Global Ass...

Price Price
$48.320
Owned Owned
No

DON'T BUY
Stella-Jones Inc.(SJ-T) 

February 5, 2018

Stella Jones issued new stock, diluting the stock. On the chart, the stock looks as though it is breaking the uptrend. An uptrend usually shows higher highs and higher lows. Stella Jones has been showing flat highs, rather than rising ones. If the current decline goes a little bit lower, it will have broken through the recent lows and probably will continue to go lower. It is not an outright sell now, but I would not enter it with new money.

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Stella Jones issued new stock, diluting the stock. On the chart, the stock looks as though it is breaking the uptrend. An uptrend usually shows higher highs and higher lows. Stella Jones has been showing flat highs, rather than rising ones. If the current decline goes a little bit lower, it will have broken through the recent lows and probably will continue to go lower. It is not an outright sell now, but I would not enter it with new money.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$46.790
Owned Owned
Unknown

COMMENT
Stella-Jones Inc.(SJ-T) 

December 27, 2017

They own it and like it very much. Leader in railway ties and utility poles, not the most exciting businesses but very profitable. They are expanding in other verticals such as residential lumbers in the U.S. in particular. 6% free cash flow yields on 2018 numbers. Management has a great track record. Opportunities for growth across different segments. Directors are big shareholders and own 40% of the business still. They have cash flow to increase dividend, but thinks they should be spending their money to allocate capital to best return opportunities for shareholder over the long term.

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They own it and like it very much. Leader in railway ties and utility poles, not the most exciting businesses but very profitable. They are expanding in other verticals such as residential lumbers in the U.S. in particular. 6% free cash flow yields on 2018 numbers. Management has a great track record. Opportunities for growth across different segments. Directors are big shareholders and own 40% of the business still. They have cash flow to increase dividend, but thinks they should be spending their money to allocate capital to best return opportunities for shareholder over the long term.

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Geoff Scott

Institutio, Cambridge Global Ass...

Price Price
$50.330
Owned Owned
Yes

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