Q: Has anything changed in your view on your February 14, 2024 response to a question on WEF. i.e. may as well get out? Or has all the bad news been baked in and the stock is bottoming?
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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 am holding WEF for years in registered accounts. Looks like it cut the dividend but this was not easy to find a report on. It reports tomorrow after close.
It looks grim for this company going forward. What do you think about getting out before earnings report? Of course no tax loss to lessen the blow. Any thoughts whether this might ever be bought out?
Thanks so much for this opportunity to pose questions!
It looks grim for this company going forward. What do you think about getting out before earnings report? Of course no tax loss to lessen the blow. Any thoughts whether this might ever be bought out?
Thanks so much for this opportunity to pose questions!
- Canfor Corporation (CFP)
- Interfor Corporation (IFP)
- Western Forest Products Inc. (WEF)
- Canfor Pulp Products Inc. (CFX)
- West Fraser Timber Co. Ltd. (WFG)
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.
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.
Q: Please comment on WEF's Balance sheet and key risks facing the company.
Q: Is this a good entry point and forward outlook for WEF?
Q: Are you aware of any correlation between notable wildfire seasons and stock prices for lumber co's?
Q: Greetings 5i,
Been a while since we’ve looked at WEF. P/E and P/B looks value. With the surge in immigration, sustained housing shortage, possibility inflation rolling down, and a pause in interest rate hikes, maybe this company and sector in general is just unloved enough to dip a toe in..
Thoughts?
Been a while since we’ve looked at WEF. P/E and P/B looks value. With the surge in immigration, sustained housing shortage, possibility inflation rolling down, and a pause in interest rate hikes, maybe this company and sector in general is just unloved enough to dip a toe in..
Thoughts?
Q: Wow! I spent an hour on a bunch of questions and it was all lost. Here is the summary:
WEF. What is your take. Credit it me if it becomes a 5i pick. : )
WELL: seems it popped because of Ford's medical privatization options. Should I wait for a share price decline? Sometimes prices seem to drop before earnings just so that they can pop more when earnings are announced.
CIX moving nicely. At point would I sell? My breakeven is 20.
Maybe 5i could float their own mutual funds...as Motley Fool has done I believe.
Idea: some kind of software to remind people to buy certain stocks?
Chiefs or Eagles?
Tar and Infinity Pool were boring movies.
Prediction: Dollarama will drop briefly on some manufactured "dire" situation. Things have been going too well for too long there.
Is it illegal to short a company having created the conditions for that shorting? Example: short A&W then get everyone to boycott A & W.
WEF. What is your take. Credit it me if it becomes a 5i pick. : )
WELL: seems it popped because of Ford's medical privatization options. Should I wait for a share price decline? Sometimes prices seem to drop before earnings just so that they can pop more when earnings are announced.
CIX moving nicely. At point would I sell? My breakeven is 20.
Maybe 5i could float their own mutual funds...as Motley Fool has done I believe.
Idea: some kind of software to remind people to buy certain stocks?
Chiefs or Eagles?
Tar and Infinity Pool were boring movies.
Prediction: Dollarama will drop briefly on some manufactured "dire" situation. Things have been going too well for too long there.
Is it illegal to short a company having created the conditions for that shorting? Example: short A&W then get everyone to boycott A & W.
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Eli Lilly and Company (LLY)
- Pfizer Inc. (PFE)
- Constellation Software Inc. (CSU)
- Western Forest Products Inc. (WEF)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- ECN Capital Corp. (ECN)
- Nutrien Ltd. (NTR)
- Brookfield Asset Management Inc Class A Limited (BAM)
- Boyd Group Services Inc. (BYD)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
Q: What are your thoughts on WEF? I'm thinking to move on as I'm up in my TFSA and it makes up less than 1% of my portfolio and add to WCP
Do you think current war environment is bullish for lumber ? WEF is my only exposure.
Do you think current war environment is bullish for lumber ? WEF is my only exposure.
Q: It seems like interest in forestry products companies is starting to increase. Do you have a favorite?
- Intertape Polymer Group Inc. (ITP)
- Tricon Residential Inc. (TCN)
- Western Forest Products Inc. (WEF)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lucid Group Inc. (LCID)
- Nuvei Corporation (NVEI)
Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments
Q: Western Forest Products is dropping substantially while Canfor and Interfor have been going up. Also the daily trading volume for WEF has increased. Any ideas about why?
Q: What is your opinion of WEF's quarterly numbers? Down from Q2 but still pretty healthy? Market doesn't seem to like it even though the company appears to have net cash on the balance sheet, is buying back shares and pays a small dividend? Guess it is better to buy a company that is only a concept and has steady losses and MAY make money some day in the future!!
- Mastercard Incorporated (MA)
- Canadian National Railway Company (CNR)
- Linamar Corporation (LNR)
- Algonquin Power & Utilities Corp. (AQN)
- Kinaxis Inc. (KXS)
- Western Forest Products Inc. (WEF)
- Magna International Inc. (MG)
- Block Inc. Class A (SQ)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- WELL Health Technologies Corp. (WELL)
- TD Science & Technology Fund - D Series (TDB3098)
- TD Health Sciences Fund - D Series (TDB3099)
- Geyser Brands Inc. (GYSR)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Unity Software Inc. (U)
Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.
Thanks and have a great day
Joe
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.
Thanks and have a great day
Joe
Q: Forestry stocks are down 10-30 percent. Is it time to buy, hold or sell?
Q: Lumber futures are in a bear market now. Would you think the lumber trade is over? is something worse going on with WEF then compared with other lumber companies?
Time to sell?
Time to sell?
Q: Significant drop in the share price today. Any news that you are aware of?
- Stella-Jones Inc. (SJ)
- Interfor Corporation (IFP)
- Western Forest Products Inc. (WEF)
- Acadian Timber Corp. (ADN)
- West Fraser Timber Co. Ltd. (WFG)
Q: Hi gang
Which of the above is my best pick for a 2 to 3 year (more or less depending on what happens to this surge in lumber) buy? I would like to jump on this wave!
Thank you and stay safe...
Which of the above is my best pick for a 2 to 3 year (more or less depending on what happens to this surge in lumber) buy? I would like to jump on this wave!
Thank you and stay safe...
Q: Hi,
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed
Is it too late or is there still room to play the lumber industry?
Which of the 3 companies would be the best play for the remaining innings.
Please rank by upside.
Best Regards,
Ed