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Review of Stella-Jones

MAY 04, 2023 - With the volatile lumber story mostly past us, SJ demonstrated resilience and is displaying growth now. Organic growth of 27% year-over-year was recorded the utility poles category and that was only based on maintenance demand. SJ also completed two accretive acquisitions for the same segment. SJs seasoned management team is well-positioned to navigate the changing businesses of other categories and manage return of capital to shareholders. We have confidence in the long-term outlook for investors based on the companys robust free cash flow generation, strong market share, and long-term contracts (generally). Rating maintained at A-.

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Q: Hi - as a follow up to your reply from my earlier question today on the above, would you consider a further pullback during this possible rotation to be an opportunity to add back to them? This would be under scenario that once a recession is upon us that they would once again do well. Secondly, do you "expect" that this rotation may last a quarter or two...or is your base case for recessionary positioning sooner?
Read Answer Asked by Douglas on December 15, 2023
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