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Russel MetalsRUS.TOCOMMENTDec 01, 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.
Getting closer to a Buy. He keeps looking at their bonds which are giving about 6%-6.5%. Owning this grade of bonds is very interesting. However, there is no liquidity in the corporate bond market, so if there is some disturbance in the bond market, you will get higher gyrations because there is no liquidity, no bank participation, and fewer people that have the ability to buy these. The neat thing about this company is that it has much more of a throughput business. The 8% dividend yield is probably coming down.