Utility pole maker Stella-Jones Inc. is fractionally lower on Tuesday after RBC started coverage with a "sector perform" rating and $46 price target. The shares are "fairly valued" and already reflect an expected "tuck-under acquisition in the near-term," predicts analyst Sara O'Brien. And she isn't buying the Street's consensus and instead is forecasting flat per-share profit in the third quarter, with second-half results impacted by the lumber strike in British Columbia and a weaker U.S. greenback. "Should results come in line with our estimates, we expect a stock pullback to provide a more attractive entry point for investors," she writes. The stock has eased 9 cents to $44 on the TSX Tuesday.