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Stella-Jones Inc T.SJ

Alternate Symbol(s):  STLJF

Stella-Jones Inc. is a Canada-based manufacturer of pressure-treated wood products. The Company is focused on supporting infrastructure that is essential to the delivery of electrical distribution and transmission, and the operation and maintenance of railway transportation systems. It supplies the electrical utilities and telecommunication companies with wood utility poles and North America’s short line and commercial railroad operators with railway ties and timbers. The Company's infrastructure product categories also include industrial products, namely wood for railway bridges and crossings, marine and foundation pilings, construction timbers and coal tar-based products. Additionally, the Company manufactures and distributes premium treated residential lumber and accessories to Canadian and American retailers for outdoor applications, with a significant portion of the business devoted to servicing Canadian customers through its national manufacturing and distribution network.


TSX:SJ - Post by User

Bullboard Posts
Comment by elmothefearlesson Aug 11, 2014 2:41pm
201 Views
Post# 22829364

RE:Basing and turning up

RE:Basing and turning upSJ reminds me of Lassonde, or ATB.  A large acquisition could send this stock up 25% over night.  Their balance sheet is not stretched, the long-term debt is primarily collateralized by inventory and accounts receivable.  If they are unable to find accretive acquisitions that complement their business, we should see 15-20% EBITDA growth year over year.  If they can find the right acquisition, SJ could achieve significantly higher EBITDA growth.  I think patience with SJ will pay off handsomely.
Bullboard Posts