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Russel MetalsRUS.TOCOMMENTJul 28, 2015Stock 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.
Feels like this company gets caught up in steel prices and China. This is really a throughput business, a really neat company. They warehouse and distribute steel in mid-tier US cities. As long as steel is selling, they make their margins. It should be consistent over long periods of time. He hasn’t figured out the right price to get this at, but it is pretty close.