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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I've read your comments on Russel Metals. You seemed to be positive regarding the company. Considering the move the stock has already made, are you still positive regarding the prospects for the company going forward? Have there been any recent developments? (positive or negative). Thanks for your valued opinion.
Read Answer Asked by Les on March 27, 2017
Q: Good Morning all,

Question regarding Russel Metals latest results, could you comment please? Also when I look at my sector allocation, it comes up as Basic Materials because of Steel...should I leave it there or move it elsewhere? Could it be more considered Industrial (even somewhat Energy given its customer base)? thoughts please & Thanks in advance!
Read Answer Asked by Stephane on February 21, 2017
Q: I am trying to high grade my portfolio and looking 2-3 yrs out for total return, would you swap the stocks in the following 3 scenarios or would you stay put. 1. TFI for CNR, 2. MX for SJ, 3. Bad or RUS for SIS. A small explanation as to why would be appreciated. Thanks and keep up the fantastic work.
Read Answer Asked by Sandy on December 07, 2016
Q: We were wondering if we should sell our 600 shares of RUS in anticipation of further earnings weakness expected in the 4th quarter, bleak future outlook and the possibility of a dividend cut.
We hold WTE and we're punished with 2 unexpected dividend cuts, so the hold strategy did not work here. Should we sell this one too.

Thanks you for your reply.
Read Answer Asked by Isabel on February 04, 2016
Q: Stock has been declining with the price of oil. I have learned as the dividend yield increases due to a stock price drop, the liklihood of a dividend cut increases and this company has cut its dividend before. Do you foresee a dividend decrease here and would you expect the stock to increase or decrease in such an event. Continue to hold for the long term?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 11, 2015
Q: What are your current thoughts on RUS? I’ve owned it for many years. Largest holding the avg cost is below $15. However, in one account the avg cost is above the current market and I’m thinking of averaging down. They announced that they are redeeming $174.34M of 7.75% debentures (all). What does this do to their overall debt situation? “The redemption of the debentures will be financed through Russel Metals' existing credit facility.”

I assume the market thinks that a dividend reduction is in the works. Currently yielding 7.21%.

This has been a good holding and the management was/is well respected. What am I missing? China syndrome!

Thanks.
Read Answer Asked by Dean on October 16, 2015
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