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West Fraser Timber Co. Ltd. (WFG $89.42)
- $89.42 Cap: $6.94B
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West Fraser Timber Co. Ltd. (WFG $89.42)
- $89.42 Cap: $6.94B
- View WFG Profile
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Q: What are your thoughts on the lumber industry in general and WFG in particular,would you be a buyer at this time?
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Weyerhaeuser Company (WY $24.28)
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Stella-Jones Inc. (SJ $93.50)
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Acadian Timber Corp. (ADN $17.20)
- $17.20 P/E (TTM): 6.43X Cap: $316M
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West Fraser Timber Co. Ltd. (WFG $89.42)
- $89.42 Cap: $6.94B
- View WFG Profile
- View Questions on WFG
Q: As a contrarian investor, I can’t help but think the forestry sector is closer to a bottom rather than a top. If you wanted to play the sector what would be your top 2-3 ideas?
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Western Forest Products Inc. (WEF $14.27)
- $14.27 Cap: $152M
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West Fraser Timber Co. Ltd. (WFG $89.42)
- $89.42 Cap: $6.94B
- View WFG Profile
- View Questions on WFG
Q: Hello to the 5i crew. Are lumber prices on the upswing? The reason I ask is that I still have a half position in Western forest Products (WEF) and it has gone from dead money to up about 25 per cent in 2026. I did notice that the big boy in North American lumber WFG is up a bit as well. So what's up? The home builders are not really blazing ahead with housing starts and the whole forestry industry seems moribund! So why are lumber stocks getting a bit of a lift? Is there something percolating under the surface that us little retail guys can't see? If my shares in WEF were in a taxable account I would have sold them in December but they are in a RSP. Should I count myself lucky and get out of WEF after this upswing or is there something going on that might make it go higher?
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