Investment Q&A

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: May I please have your thoughts on initiating a position in this company? Thanks.

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Read Answer Asked by Marco on March 23, 2020

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: I have few bonds in my RRSP portfolio, one of them is RUSSEL METALS (HY) 6%19APR22. The price for this bond is down significantly in the past 3 weeks even though there is only 2 years to maturity. While my other bonds down 3-5% this one is down almost 20% so I don't think it can be explained by investors selling to free up cash... Is a risk that Russell Metals will go bankrupt in two years or will not be able to pay bond value at maturity? Is there a risk that bond issuer defers payout on maturity date or somehow avoids paying maturing bonds?

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Read Answer Asked by Jeffrey on March 23, 2020

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: Hi all,

Do you see any problem buying a bond on the above that has less than 3 years to maturity.

Thank you
Anthony

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Read Answer Asked by Anthony on March 05, 2020

• Finning International Inc. (FTT $56.77)
  • $56.77 P/E (TTM): 12.03X Cap: $7.52B
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• TFI International Inc. (TFII $133.86)
  • $133.86 P/E (TTM): 21.23X Cap: $11.11B
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• Aecon Group Inc. (ARE $20.60)
  • $20.60 P/E (TTM): 58.14X Cap: $1.29B
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• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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• Magna International Inc. (MG $63.72)
  • $63.72 P/E (TTM): 10.48X Cap: $17.95B
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• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: I currently hold RUS, TFII and SIS for my industrials. How would you rank the above industrials and should I be making changes?

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Read Answer Asked by Harald on January 21, 2020

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: Hi 5i, your opinion on Russel Metals most recent quarter. How is the dividend payout ratio and debt levels compared to historical levels.
Thanks Rob

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Read Answer Asked by Robert on November 15, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: What do you think of Russell metals and is the
Dividend well covered.
Thanks Phil.

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Read Answer Asked by philip on September 30, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: What do you think of Russel Metals current acquisition? Might RUS be a good income stock for the long term?
Thanks

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Read Answer Asked by BRYAN on August 20, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: What do you think of their latest results and is the dividend secure ? Thanks.

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Read Answer Asked by Norman on August 13, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: On an earlier answer you stated that RUS starts to look very interesting below $20. Still feel,that way? Would you have anything to add to that?

TIA

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Read Answer Asked by Gerald on August 08, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: I have read the most recent comments that you have answered for members on Russel Metals, My question to you is; at what price would you start to recommend this stock if someone is looking for a 10-15% return from purchase price? And, Has Russel Metals ever cut its dividend, for some reason, I think they have.?

Thanks Barry

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Read Answer Asked by Barry on June 04, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: Now that the metal tariffs are off, do you see Russel Metals doing better over the next year? Thanks.

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Read Answer Asked by John on May 21, 2019

• Methanex Corporation (MX $49.79)
  • $49.79 P/E (TTM): 10.08X Cap: $3.35B
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• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: HI,

I sold both both position I had in those two company last August. I am considering buying back in. Love the management and dividend. Would you wait for a pul buy or get in half position now.

Thanks

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Read Answer Asked by Stephane on April 08, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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• Valener Inc. (VNR $25.99)
  • $25.99 P/E (TTM): 17.7X Cap: $1.02B
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Q: Please comment on the recent quarter and the prospects for 2019 for VNR and RUS.
Regards,
Rob

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Read Answer Asked by Robert on February 11, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: Hi 5i, Please comment on Russel Metals recent quarter. Initially the market seemed to like things but stock fell quite a bit Friday afternoon and again today(Mon.).
Nice dividend, strong results, cheap stock, good management, is it the tariffs, the cyclicality or something else.
Thanks for your great work.
Rob

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Read Answer Asked by Robert on February 11, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: You don't talk a lot about RUS. It trades at a p/e of 7.2X. very cheap. I know the chart trend is not to good now. Is it worth an investment now or wait a little bit longer? Does 5i recommend or not this stock? Give me your reason why .

Thanks

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Read Answer Asked by Paul on February 07, 2019

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: Could I get your views on RUS over the next year or so. Do you see any movement here or is it simply a good dividend payer?

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Read Answer Asked on December 10, 2018

• Finning International Inc. (FTT $56.77)
  • $56.77 P/E (TTM): 12.03X Cap: $7.52B
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• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
  • View RUS Profile
  • View Questions on RUS

Q: I'm adjusting the industrial portion of my portfolio and am thinking of selling both Finning and Russel Metals and harvesting some profits. They are both still attractive from a dividend perspective but a likely economic slowdown lowers their future capital appreciation potential. What is your opinion on retaining either of these stocks versus selling and buying something with more potential like NFI, SIS or TFII? Thanks.

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Read Answer Asked by Stefan on November 23, 2018

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: What do you see at the risks to Russel Metals? The company tends to ride the market up and down. Do you see this changing? Do you see risk to their dividend?

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Read Answer Asked on October 30, 2018

• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
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Q: Could you share your analysis on Russel Metals results and your outlook on the company as a long term hold?

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Read Answer Asked by Tim on August 10, 2018

• Parkland Corporation (PKI $38.60)
  • $38.60 P/E (TTM): 22.7X Cap: $6.73B
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• Russel Metals Inc. (RUS $41.69)
  • $41.69 P/E (TTM): 14.31X Cap: $2.33B
  • View RUS Profile
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Q: Hi All,
Looking to round out my fix income side with a high yield bond expiring in 2020, which of the above would be the safer bet.
Thanks
Anthony

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Read Answer Asked by Anthony on August 07, 2018