Comments on Triaging My Way To Financial Success: Taking Stock in RUS:

Thanks for hosting George. The company has a soli...

2008-10-05T15:16:00.000-04:00

Thanks for hosting George. The company has a solid base of management which is always my starting point for looking at a company.

They don't have any sustainable competitive advantages, but as they grow in scale it is my belief that they can achieve one. They are one of few customizable fabricators and for the O&G infrastructure being built out West in Alberta that allows them to charge a higher margin for obvious reasons.

A tricky stock as it is more volatile in part to their business cycle and high dividend, but I put trust into their management to guide the company along the proper path and be prudent with their management of cashflows.

I will be more than happy to add to my position @$20 if/when it drops to there.

Nice review of Russel Metals and thanks for submit...

2008-10-05T15:02:00.000-04:00

Nice review of Russel Metals and thanks for submitting it to the Festival of Stocks. It looks like the company has good management. Does it also have any competitive advantages?

Thanks Jake. I've done very well on this stoc...

2008-09-29T20:06:00.000-04:00

Thanks Jake. I've done very well on this stock for a while now as I've mentioned it more than once on my analysis of its dividend & management.

Check out my IGM series if you like posts on due diligence: Taking Stock in IGM (4-part series)

Great DD Nurse. I'll have to look into this, it de...

2008-09-29T19:30:00.000-04:00

Great DD Nurse. I'll have to look into this, it definitely has a nice yield going for it.