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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

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
Read Answer Asked by Dave on July 30, 2024
Q: Peter et al:
I have big losses on canfor pulp and western forest products, and have included them in my tax loss selling? Should I buy them back? Interest in these stocks has completely subsided, which makes me think that in a few years when the price is up a lot, we will hear about them every day! Please advise, with a detailed explanation. Also, would you kindly render your opinions on canfor , which Jimmy Pattison wanted so badly, and now no one mentions. Also, opinions on Interfor, and WFG, which you like a lot more, but never get any questions about. A big shortage in housing, and lumber stocks in the dumpster!!!!. They will have their day in the sun. Help me to determine that time frame. Charge me accordingly. Much appreciated.
BEN.
Read Answer Asked by BEN on December 08, 2023
Q: I'm watching IFP rally the last two or so days on heavy volumes. I don't see any news. Do you have any insight into this movement? What is your opinion on this stock for the next year or so?
Thanks for this opportunity to ask questions; it is a wonderful service!
Read Answer Asked by Marcia on June 29, 2023
Q: Can I get an update on your thoughts on the forestry sector please. The stocks seem pretty cheap for the most part. Are they likely to go anywhere in the coming year? Which is your favourite (least disliked)?
Read Answer Asked by David on April 27, 2023
Q: I have been considering acquiring three of the above companies. I what order would you acquire for a balanced portfolio looking for combination of growth and income.
Read Answer Asked by David on April 11, 2022
Q: With lumber and panel board prices once again rising and producer valuations seemingly low could I please get 5i’s opinion on the sector and possibly a couple of recommendations to look at.
Thank you
Read Answer Asked by Les on March 08, 2022
Q: Hi there!

I’ve been watching the forestry stocks closely in particular IFP After a breather and quite a drop along with the lumber prices, they seem to be gaining and on the way back. What do you think are the chances for another big runup, maybe not in Lumber price but momentum in the stocks due to huge free cash flow?

Thanks!
Read Answer Asked by Robert on June 23, 2021
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