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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: Hi, realizing that you can’t comment on personal weighting’s etc, I would appreciate your ranking of the upside of above companies within the next 12 months. Thanks in advance.
Read Answer Asked by Robert on February 18, 2021
Q: Given that the sector is out of favour at the moment, I wonder if you could give me the names of the 3 or 4 Canadian forest products companies that you like best overall considering balance sheet, income stability and dividend. I'm prepared to wait a while for a recovery but there seem to be some decently priced companies in the sector at the moment. Finally, do you think that it's advisable to invest in this sector at the present time if one has the patience to wait for recovery? Many thanks. Don
Read Answer Asked by Donald on April 29, 2019
Q: I realize that the performance of the forest products sector (WFT, etc.) will largely track the commodity price of softwood lumber. Prices of SW lumber averaged well over $500 (USD/MBF) one year ago and yet remain below $400 today. If seasonality were a factor, we should be back where we were a year ago - but we are not. Do you have any insight into why the price of lumber (and correspondingly why the entire forest products sector) continues to be so depressed. Thanks for your thoughts on this.
Read Answer Asked by Gordon on March 21, 2019
Q: looks like forestry shares are dead money for the foreseeable future? presently I hold significant amount in WEF . Unlike the other forestry companies listed it pays a good dividend / heavy into Cedar business so not so exposed to US housing. Should I hold or sell
Read Answer Asked by Terence on February 20, 2019
Q: I am comfortable having about 10% of my non-registered account in the forest products sector. About 55% of this amount is Norbord and the other 45% is split about evenly among Canfor, Interfor and West Fraser. Norbord pays a good dividend; the others don't. Would you suggest any consolidation or rebalancing here or changes that might improve upside potential? All four are down relative to original purchase so any adjustments here would only trigger tax losses.
Read Answer Asked by Gordon on January 27, 2019
Q: Very recently some lumber companies have had major moves in their share prices, despite the slump in US housing construction. This is probably caused by a rise in lumber prices. True? And why are lumber prices up (apart from supply problems in BC)?
Read Answer Asked by Kurt W on November 05, 2018
Q: This is kind of a followup on your reply Sept 28. I think that these are cyclical stocks which are best bought when the sector is out of favor and depressed. Are they still buys this late in the cycle? Is the selloff of 1/3 just a retracement before another leg up, or is it over and time to clear out? To you what indicates when this lumber cycle is over?
Read Answer Asked by Mark on October 09, 2018
Q: Re OSB announcing a "dividend of $4.5/share to shareholders of record Sept 1"
....I can't tell whether that is meant to be an ANNUAL or ONE TIME dividend?
.. Are you able to clarify?
Also, could you please comment on the listed stocks...which do you hold most favourable and why, also the suitability of purchase of any of these NOW
Thank-you
Read Answer Asked by lyle on August 07, 2018
Q: West Fraser Timer and Interfor have both been highly volatile for some time, presumably due to tariff fears. I was not concerned with the declines as long as they recovered. However, both have now plunged significantly and are not showing signs of bouncing back. Is there anything to be overly concerned about here?
Read Answer Asked by Gordon on August 02, 2018
Q: Focus: Forestry Sector. No tax implications. One position: IFP.
5i compared/ranked:
- 2018-05-21: CFP vs WEF (Tim)
- 2018-02-05: WFT, CFP, OSB, IFP, WEF, CAS (Victor)
Today, in terms of overall 3-5 year total return including dividends, with some growth, please rank referenced stocks, with basic reasoning.

As usual, thank you for continued wise advice.
Read Answer Asked by Paul on July 16, 2018
Q: I'm interested in taking a position in the forestry sector as this high flying sector is seemingly under the radar. Of the following main stocks in forestry: WEF, CFP, CAS, IFP WFT, OSB, kindly rank them in the order of which ones should have the highest growth potential in the next year or so. Thanks.
Read Answer Asked by Victor on February 05, 2018
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