Q: I have held West Fraser for some time, sold to take out my original investment cost and have been holding the remainder for a few years wondering if or when housing demand will start to boost the lumber/panel prices.

I think now, or soon, is a time to consider adding a different company, near the bottom of the cycle in preparation for a trend of rising prices. Canfor is going to be challenged with BC fibre supply in the interior of BC as a result of fires and government policy, while Interfor has (I think) diversified nicely into the US; Canfor less so.

I already own Home Depot and would like to add another producer; Interfor, Canfor or a strong US producer. Your insights on your "top 2" companies would be appreciated.

As always, Thanks very much.

Dave

Q: Of these 3 companies, which one do you feel that has the most upside potential. I would appreciate if you would give some insight for your pick.



Earl

Q: My total holdings are highly diversified across the sectors. I have some cash in a USD RRSP so dividends and some growth is welcome. I am looking to RIO, TECK, WFG, WMB and CCJ for their respective thematic relevance over a 3 -5 yr hold and would appreciate your comments on your one or two more favoured of this list.

My thanks.