What the experts are saying about STLC-T

Signal	Opinion	Expert
PAST TOP PICK	Stelco Holdings Inc.(STLC-T) December 27, 2018 (A Top Pick Oct 02/18, Down 36%) Fear of an economic slowdown has pressured steel prices and stock. But stell prices are still strong historically. You can make money off this at the $30 price in the coming years. STLC plan to sell 100% of their products to Canada which will avoid the US tariffs. In the last quarter that figure was 90%. 0 0 0 0 0 0 comments	(A Top Pick Oct 02/18, Down 36%) Fear of an economic slowdown has pressured steel prices and stock. But stell prices are still strong historically. You can make money off this at the $30 price in the coming years. STLC plan to sell 100% of their products to Canada which will avoid the US tariffs. In the last quarter that figure was 90%. 0 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $14.290 Owned Yes

DON'T BUY	Stelco Holdings Inc.(STLC-T) November 20, 2018 Don’t buy now. Mainly because of uncertainty surrounding steel and aluminum tariffs. Canada’s cyclicals have been beaten down, so there could be value, but economic growth will slow somewhat. This would be a value trap. 0 0 0 0 0 0 comments	Don’t buy now. Mainly because of uncertainty surrounding steel and aluminum tariffs. Canada’s cyclicals have been beaten down, so there could be value, but economic growth will slow somewhat. This would be a value trap. 0 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $20.290 Owned Unknown
DON'T BUY	Stelco Holdings Inc.(STLC-T) October 4, 2018 The tariffs are still on, which doesn't help them short-term. They do have a better balance sheet now, but the steel sector is heading into a downturn with weaker demand from China. Stelco will do better than its peers, but the sector will weaken. Trading at 4x forward earnings. 0 0 0 0 0 0 comments	The tariffs are still on, which doesn't help them short-term. They do have a better balance sheet now, but the steel sector is heading into a downturn with weaker demand from China. Stelco will do better than its peers, but the sector will weaken. Trading at 4x forward earnings. 0 0 0 0 0 0 0 comments John Zechner Chairman, J. Zechner & Assoc... Price $22.810 Owned Unknown
TOP PICK	Stelco Holdings Inc.(STLC-T) October 2, 2018 A short-term investment. The steel market is now strong. Stelco re-IPO'd last November. Has little debt and cleaned up its employee pension obligations. There are healthy margins in steel now. Good cash flows. Just paid a special dividend which could become an annual event. (1.8% dividend, Analysts' price target: $33.17) 0 0 0 0 0 0 comments	A short-term investment. The steel market is now strong. Stelco re-IPO'd last November. Has little debt and cleaned up its employee pension obligations. There are healthy margins in steel now. Good cash flows. Just paid a special dividend which could become an annual event. (1.8% dividend, Analysts' price target: $33.17) 0 0 0 0 0 0 0 comments Jamie Murray Head of re, Murray Wealth Group... Price $22.240 Owned Yes
PAST TOP PICK	Stelco Holdings Inc.(STLC-T) September 10, 2018 (A Top Pick Feb. 8/18, Up 6%) They emerged from bankruptcy with a clean balance sheet, new management. Trump has created a stronger steel market and this one benefited from a rising steel price. 0 0 0 0 0 0 comments	(A Top Pick Feb. 8/18, Up 6%) They emerged from bankruptcy with a clean balance sheet, new management. Trump has created a stronger steel market and this one benefited from a rising steel price. 0 0 0 0 0 0 0 comments Gerard Ferguson CEO & Port, Jemekk Capital Manag... Price $22.970 Owned Yes
TOP PICK	Stelco Holdings Inc.(STLC-T) June 15, 2018 If we learned anything about tariffs, it is lumber. STLC-T's pension liability is gone and they have a clean balance sheet. They have the ability to increase capacity. They remind him of the lumber debate. (Analysts’ target: $33.50). 0 0 0 0 0 0 comments	If we learned anything about tariffs, it is lumber. STLC-T's pension liability is gone and they have a clean balance sheet. They have the ability to increase capacity. They remind him of the lumber debate. (Analysts’ target: $33.50). 0 0 0 0 0 0 0 comments Frank Mersch Portfolio , Jamekk Capital Manag... Price $25.320 Owned Yes
COMMENT	Stelco Holdings Inc.(STLC-T) February 23, 2018 They flushed a lot of the liabilities with the IPO recapitalization. Trump gave them a present announcing higher tariffs and that put a tailwind behind the commodity. Wildly cyclical and too much outside of their control. It could have a good short-term performance. Not a good long-term company to own. 0 0 0 0 0 0 comments	They flushed a lot of the liabilities with the IPO recapitalization. Trump gave them a present announcing higher tariffs and that put a tailwind behind the commodity. Wildly cyclical and too much outside of their control. It could have a good short-term performance. Not a good long-term company to own. 0 0 0 0 0 0 0 comments Greg Newman Director &, Scotia Wealth Manage... Price $24.760 Owned No
TOP PICK	Stelco Holdings Inc.(STLC-T) February 8, 2018 Emerging from bankruptcy and doing a great job at eliminating their debt and restructuring. Clean balance sheet now. Going forward he sees growth in new products with high margin. Attractively valued at mid-single digits EBITDA. Steel prices improving helps them. (Analysts’ price target is $26.25) 0 0 0 0 0 0 comments	Emerging from bankruptcy and doing a great job at eliminating their debt and restructuring. Clean balance sheet now. Going forward he sees growth in new products with high margin. Attractively valued at mid-single digits EBITDA. Steel prices improving helps them. (Analysts’ price target is $26.25) 0 0 0 0 0 0 0 comments Gerard Ferguson CEO & Port, Jemekk Capital Manag... Price $23.600 Owned Yes
DON'T BUY	Stelco Holdings Inc.(STLC-T) November 13, 2017 They have totally different management. A good decade ino the past until it was up and trading. There were a lot of industrial companies in Canada in the late ‘90s and early 2000s. You are seeing a resurgence in the industrials. China has been the big importer of industrial steel and they just held a big party conference. It might be that you will see a slowdown in industrial products. There may be pressure from decreasing Chinese orders coming down. 0 0 0 0 0 0 comments	They have totally different management. A good decade ino the past until it was up and trading. There were a lot of industrial companies in Canada in the late ‘90s and early 2000s. You are seeing a resurgence in the industrials. China has been the big importer of industrial steel and they just held a big party conference. It might be that you will see a slowdown in industrial products. There may be pressure from decreasing Chinese orders coming down. 0 0 0 0 0 0 0 comments Brendan Caldwel President, Caldwell Securities... Price $19.440 Owned Unknown