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Russel MetalsRUS.TOCOMMENTDec 22, 2014Stock price when the opinion was issued
As of Jun 19, 2026. Market Open.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It is very cheap. The balance sheet has improved and the company is in the value stock segment. The company is in a cyclical industry. It is at 4.8x earnings, which is quite good value. Unlock Premium - Try 5i Free
(A Top Pick Aug 28/20, Up 94%) The stock market is discounting a lot of the recover happening. Has moved to CCL Industries now. It starts to get harder to hold in a cyclical business when it's runup this much.
The yield has gone up a lot lately because the stock has done very poorly. This is because about 30% of their business is oilfield tubing. That part of their business is going to be in very sharp decline over the next 6 months at least. It will have a bounce from tax loss selling. He has a small Short position in this, and on any bounce, he would be shorting more. 6% dividend yield.