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Weyerhaeuser Company (WY $24.97)
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Stella-Jones Inc. (SJ $94.89)
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Acadian Timber Corp. (ADN $17.10)
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West Fraser Timber Co. Ltd. (WFG $90.46)
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?
5i Research Answer:
WFG, ADN, SJ; The latter is not a pure play but has a growing ($200M+) lumber division. WY would...