Investment Q&A

Q: Good Afternoon;

Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.

I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.

Thanks as always,

Dave