Viewing Company Russel Metals | StockChase
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Russel Metals Stock Symbol: RUS-T

Notes:middle man between steel companies & mnfctrs

Last Price Recorded: $24.9400 on 2017-07-28

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Date Signal Expert Opinion Price
2017-07-20 WATCH Hap (Robert) Sneddon FCSI

There is a little bit of a bid underneath this whole growth profile area, particularly in oil and gas. Numbers show that the inventory is being worked off and there are a lot more rigs coming on. Chart shows a nice trend going from the lows at the beginning of 2016. Indicators are wanting to turn up, but are sort of bouncing around not sure what to do. A stock like this is going to be sensitive to all things economic. Wait until midweek next week and see what is happening with the FMC days. Take half your full position during that time. There is going to be a little resistance around $26, followed by more resistance around $28. There is a lot of seasonality on this. It usually has a fantastic August.


Price:
$25.370
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2017-07-13 BUY Jerome Hass

The dividend is sustainable.  It was cut in the last major downturn and that may have been a mistake.  We have seen an update in North American activity. 


Price:
$24.930
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
Bullish on Canadian Equities
Owned:
Yes
2017-06-27 COMMENT Ryan Bushell

This provides steel to both energy services industry as well as mid-and small type manufacturing firms. That has been going well. They are seeing some infrastructure demand in Ontario and Québec and energy demand in the West has stabilized and started to pick up. Located both in Canada and the US. Dividend yield of 6%.


Price:
$26.610
Subject:
CANADIAN DIVIDEND
Bias:
UNKNOWN
Owned:
Yes
2017-06-26 COMMENT Stephen Takacsy, B. Eng, MBA

He owns bonds of this company.  It is a very cyclical stock.  They have cut the dividend before and will again if need be.  It is going to be a volatile stock, but it is a very well managed company.


Price:
$25.380
Subject:
CANADIAN
Bias:
SELECTIVE
Owned:
Yes
2017-06-16 TOP PICK Greg Newman

This is part of infrastructure and energy recovering. Q1 EPS beat by 30%. He is fairly bullish on steel prices. They have a competitive advantage being Canada’s largest distributor. He models earning recovering by 55%. They also have a pretty good balance sheet. Dividend yield of 6.1%. (Analysts’ price target is $31.)


Price:
$25.070
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Yes
2017-04-21 COMMENT Greg Newman

Payout ratio is about 102%, down a lot from 2016. It is starting to do a lot better. Metal prices have come up a lot. One of the largest distributors in Canada. Their energy segment, a pretty big component of their business, is a bit of a wildcard. He has been adding to this a lot over the last 6 months. Dividend yield of 5.7%.


Price:
$26.300
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
UNKNOWN
Owned:
Yes
2017-04-11 BUY Cole Kachur

A name he likes and has been purchasing it over the last month or 2. It has a path for growth through infrastructure, and pays a good dividend. They may not grow the dividend a ton in the near future, but will be able to maintain it. Expects there will be capital appreciation. Along with the dividend, he would expect 15%-20% upside.


Price:
$27.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-24 BUY Greg Newman

You can be buying now or on a pull back.  There are strong tailwinds from steel prices and infrastructure spending as well as a strong balance sheet.  They acquired small companies.  It is expensive, however.  It is cheap on a price to cash flow relative to its 5 year.  It has a high dividend.  The payout ratio is 102%, but he models it going down next year.  Their energy segment is about 35% of their business and is the wild card.


Price:
$26.290
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH on DIVIDEND STOCKS
Owned:
Unknown
2017-02-22 COMMENT Jerome Hass

He looked at the name 4-5 months ago, and really liked it. Waited for an entry point but missed the boat. A great name. The dividend is sustainable. The nature of their business tends to be anti-cyclical, from a cash flow point of view.


Price:
$28.750
Subject:
CANADIAN MID-CAPS & LONG/SHORT STRATEGIES
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-14 COMMENT Ryan Bushell

Has been pretty volatile over the last 3-4 years. It has a significant amount of businesses that is geared towards energy services. Great management team. If it gets over $30, that is where you would want to take some profits. 5.5% dividend yield.


Price:
$27.690
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-02 COMMENT Lyle Stein

It is interesting.  It is a commodity oriented stock that maintained its yield.  It is trading based on higher capital spending in North America.  He prefers to get his dividends elsewhere, but it is well managed.  It is semi-infrastructure.  We are seeing a recovery there.  Trump may only allow US steel to be used.


Price:
$27.080
Subject:
CANADIAN
Bias:
CAUTIOUS
Owned:
Unknown
2016-12-30 COMMENT Keith Richards

Chart shows a downtrend during 2015 that has been broken, followed by a base. Typically, what happens is that when you get a break, you almost always get a test of that breakout. That is called the neck line. It might come down another $.50-$1 and still be in the safe zone. As a disciplined technical person, you let it test the zone, in this case about $24, make sure it bounces and then you buy it.


Price:
$25.580
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2016-11-10 BUY Gerard Ferguson

It is a bit of a leveraged play on infrastructure.  It is an older Canadian company that distributes specialized metals.  It will do well in economies that are growing. 


Price:
$24.650
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-10-26 COMMENT Cole Kachur

On his watch list. It pays a good dividend of over 7%. You could see some upside in the stock. It is a volatile space, so you are going to have to own it and not pay a lot of attention to it, and he thinks it will grind higher over the next couple of years.


Price:
$21.470
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-08-29 DON'T BUY Brian Acker, CA

It is a cyclical.  It got down to EBV earlier and had a big bounce.  He thinks it will come down to EBV ($13.60) again.  They are paying out more than they are earning.  Don’t touch it.  Look at it if it gets to the single digits.


Price:
$21.650
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
Showing 1 to 15 of 278 entries
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