Q: Hi, which offers the better risk-adjusted return at this time? Secondly, is this a reasonably good time to invest in that stock and/ or sector?
Thanks

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: Considering selling my ifp and buying sj . Would you consider the lumber market likely to recover in near future ? Is sj more defensive and a better play in the lumber / wood market ?
Cheers Doug