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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: If one wanted to add exposure to the lumber industry do you have a favourite among these? I see that Resolute seems to have run away from the pack. WEF has trailed the others recently and has caught my eye. Please let me know which lumber stock you would suggest and why. It would also be helpful to know if you see adding in this sector as well timed or poorly timed. Thanks
Read Answer Asked by Tim on January 04, 2018
Q: Apart from a brief scare because of the GOP tax proposals US home builders have been on a consistent winning streak YTD. What Canadian companies would you recommend in that sector, since here building permits have been soaring recently?
Read Answer Asked by Kurt W on December 11, 2017
Q: WFT, SJ, OSB and LNR all seem to be getting hammered today - and I have searched and I don't see any bad news about any of these. Is this due to concerns over NAFTA - or is it something else?
Read Answer Asked by Gordon on December 04, 2017
Q: My question concerns forestry stocks. In your opinion are these really just trading opportunities or do they have a place in a buy and hold portfolio that first concentrates on income and secondarily on growth? What are your favourite forestry stocks?

Thank you

Paul
Read Answer Asked by paul on November 20, 2017
Q: Regardless of NAFTA the US is going to require lots of lumber to rebuild after their disasters. WEF doesn't have any US mills but the other three do - but it does have a 3% Yield. The others have very low to zero yields. How would you rank these with regard to growth and solid financials over the next 1 - 2 yrs?
Read Answer Asked by Arthur on October 24, 2017
Q: Good morning - Is it time to start easing back into the materials sector? I currently have no holdings in that sector. If your are positive on the sector what stock(s) would you recommend. Thanks
Read Answer Asked by gary on October 20, 2017
Q: With all the rebuilding that will have to be done to restore those storm ravaged areas do you expect to see any Canadian miners, forestry companies etc. benefit from the increased demand for resources over the next year or so?
GUY R
Read Answer Asked by Guy R. on October 10, 2017
Q: Hi,the great team, thanks for your advice always. My question is if one wants to start a new position in a diversified portfolio, which one preferred : wft vs cfp, toy vs doo and why? thanks .
Read Answer Asked by victor on September 18, 2017
Q: Good Morning: Regarding NAFTA and softwood lumber, having placed tariffs on Cdn producers, our exports have been replaced with lumber from Russia. (Their exports have increased 42% YTD at our expense.) Would you consider our negotiating position is more compelling and would you recommend adding softwood securities now? If so, any recommendations? Thank you. Marty
Read Answer Asked by Martin on August 23, 2017
Q: forest industry

Do you like the sector and if so can you list 5 stocks in order that you prefer and why
Read Answer Asked by Gary on August 04, 2017
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