BUY
Stella-Jones Inc.
Boring business (utility poles and railway ties). Very strong dividend. Has been performing well in terms of business. Good ling term prospects (infrastructure growth will require products.
misc industrial products
PAST TOP PICK
Stella-Jones Inc.
(A Top Pick Nov 01/21, Down 8%) An infrastructure play. He thought SJ was well-positioned for this, but such stocks are very sensitive to cyclical downshifts. He is holding on, because he still believes there will be government infrastructure spending.
misc industrial products
TOP PICK
Stella-Jones Inc.
Their last 3 quarters beat sales expectations. So, he bought this in August. He sees more quarters of outperformance and easy comps, due to a 14-month downturn which saw shares dive. They've since rallied nicely beyond their moving averages. It's a good, multi-year compounder that's competitive in a consolidated industry. (Analysts’ price target is $49.14)
misc industrial products
BUY
Stella-Jones Inc.
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Stable business despite lumber prices. Railway business should see recovery. Acquisitions expected in near term. Trades at discount to history; premium to peers.
misc industrial products
BUY on WEAKNESS
Stella-Jones Inc.
Negative in 2021. Recently, it's been going up as the market's been going down, and this is a positive sign. Broken its downward trend. Wait for a month or so to get in, around $37.50.
misc industrial products
WEAK BUY
Stella-Jones Inc.
Great company. Leader in rail ties and utility poles. It's about finding the sweet spot of prices for products being down, but demand is high. Perhaps a good time to get in with inflation peaking. He'd look at other names.
misc industrial products
DON'T BUY
Stella-Jones Inc.
Has owned them before, not now. Very good returns in the mid/high-teens, but they're tied to cyclical lumber. See better opportunities elsewhere. That said, it's a strong company, but doesn't meet his returns metrics.
misc industrial products
PAST TOP PICK
Stella-Jones Inc.
(A Top Pick Jun 23/21, Down 17%) Core position of portfolio. Is very defensive position. Most sales recurring (railway ties etc.). Residential lumber business continues to grow even after the pandemic boom (people renovating homes etc.). Returning capital to shareholders through dividend increases and share buybacks. Share prices very low and presenting good buying opportunity.
misc industrial products
Unspecified
Stella-Jones Inc.
Makes railroad ties and utility poles as well as re-selling lumber and value added products. Ties and poles have to be replaced so it is a stable business. Previously owned it then sold it pre-Covid. The CEO retired and there was insider selling. The price hasn't really moved anywhere.
misc industrial products
PARTIAL BUY
Stella-Jones Inc.
Well managed for many years, focused on railway ties and have expanded into wood products, but got caught up in the lumber price downturn. That hit the stock. Also, exports to China has declined due to Covid there. Lumber is in a cyclical downturn, so this is a tough call. Share have fallen into the mid-30s. The value remains, but market momentum will remain negative to 6-8 months. But this fear may be baked into shares now.
misc industrial products
BUY
Stella-Jones Inc.
Sell Vermilion to buy this? He entered this starting last year, because of its lumber business. SJ is a ply on infrastructure, say building ports which need lumber. The stock has trailed since late last year, but current PE is attractive. He would add to this long term. After the current mess in the economy, there will be infrastructure spending.
misc industrial products
BUY on WEAKNESS
Stella-Jones Inc.
It has broken the technical support level and the downside is behind it. There is a trading opportunity at $35. It has a strong fair market value and a 2% yield.
misc industrial products
BUY
Stella-Jones Inc.
Enjoys a duopoly. Their lumber business saw a pandemic bump as people renovated their homes. SJ is still growing in lumber to pre-pandemic levels. Shares have fallen, because it's seen as a Covid stock, but it trades at a cheap 11x earnings and generates big cash flow. Are buying back shares and raising dividends. You can't get safer than this and will enjoy demand in providing utility poles as there is more green energy added to the grid. (Analysts’ price target is $52.31)
misc industrial products
COMMENT
Stella-Jones Inc.
He bought this 8 years ago, because he thought it was a simple business: rail ties and telephone poles. What could go wrong? Well, the replacement cycle of the latter is hard to calculate, and railways don't replace the former not often. Also, spiking timber prices hit this company. This is trading near 52-week lows. A good company and it should do well over time. But there were more problems here than he expected.
misc industrial products
BUY
Stella-Jones Inc.

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The EPS beat estimates at 34 cents. Sales were 6% better than estimates at $545M. The dividend was also increased by 11%. Generally, the quarter was solid and guidance was good. The dividend bump gives further confidence. Unlock Premium - Try 5i Free

misc industrial products
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Stella-Jones Inc.(SJ-T) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 11

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 12

Stockchase rating for Stella-Jones Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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, 12 stock analysts published opinions about SJ-T. 11 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

12 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 2023-01-26, Stella-Jones Inc. (SJ-T) stock closed at a price of $48.