PCL : Analysis & Opinions

  1. Dividend Investors Rejoice: Falling Markets Means Rising Yields

    October 14, 2014
    In the early stages of the bull market, investors flocked to companies with steady and growing dividends. Yet, since the ...
  2. Dividend Investors Rejoice: Falling Markets Mean Rising Yields

    October 14, 2014
    In the early stages of the bull market, investors flocked to companies with steady and growing dividends. Yet, since the ...
  3. The Lumber Market Is Starting To Show Cracks

    September 18, 2014
    Lumber prices have risen in step with strong housing data over the past year, but signs of weakness are starting to show ...
  4. Bear of the Day: Plum Creek Timber (PCL) - Bear of the Day

    August 1, 2014
    Bear of the Day: Plum Creek Timber (PCL) - Bear of the Day
  5. Lagging Lumber Prices Hammer Timber Stocks

    June 5, 2014
    Divergence between the share price of major timber companies and the spot futures price of the lumber continuous contract ...
  6. Rayonier Not Really An Income Play On A Housing Recovery

    July 3, 2013
    Rayonier has good assets and a good business, but not a good valuation.
  7. The Market Has Priced In Weyerhaeuser's Recovery

    January 30, 2013
    Weyerhaeuser is seeing better conditions, but the market has long since priced that in.
  8. A Commodity ETF Growing Like a Weed

    January 3, 2013
    After years of slow growth, timber is back as an attractive long-term investment, and this exchange traded fund is a great ...
  9. New Home Sales Edge Up - Analyst Blog

    December 28, 2012
    New Home Sales rose by 4.4% in November from October, to a total of about 377,000. Relative to a year ago, sales are up a ...
  10. Louisiana-Pacific, Like Housing, Coming Back To Life

    November 8, 2012
    Louisiana-Pacific is seeing a return to profitability on strong OSB pricing.
  11. At Plum Creek Timber, It's Still A Waiting Game

    October 31, 2012
    Plum Creek should benefit from improving residential construction, but valuation could be an issue.
  12. Does Blount Offer Investors A Small-Cap Recovery Play On Housing?

    September 13, 2012
    Blount is an interesting small-cap industrial company with a solid niche that is flying well below the radar.
  13. Better Volumes, But Not Better Value, At Plum Creek

    August 2, 2012
    Plum Creek is seeing improving conditions, but at the cost of margin.
  14. Brookfield Infastructure An Interesting Play On Long-Term Assets

    May 31, 2012
    BIP's collection of assets are relatively uncommon on North American equity markets, and at nearly 5%, BIP's valuation is ...
  15. Weyerhaeuser Like Watching The Grass Grow

    April 30, 2012
    Weyerhaeuser's earnings weren't great, but then nobody expected them to be. Weyerhaeuser is still muddling through a tough ...
  16. Growing A Fortune With Timber

    April 6, 2012
    Timber could be one of the best long-term values around.
  17. 5 Solid Income Stocks Ready to Grow

    March 10, 2012
    Investors continue to seek out income stocks that have dividend yields like growth stock returns, but it usually means hit ...
  18. Fight Inflation With Timber Stocks

    March 9, 2012
    With the rising costs of food and gas, Timber stocks and ETFs are one way to fight an inflationary environment.
  19. Two REITs from Off the Beaten Track

    February 22, 2012
    Yes, that says REITs. It's been a long time since REITs have been a core income tool for investors...but that time is returning, ...
  20. Weyerhaeuser Already Anticipating The Turn

    February 8, 2012
    Weyerhaeuser is undervalued and lapping the street as investors anticipate a recovery for the residential construction market. ...
  21. 3 Picks for Patient Investors

    January 25, 2012
    Dividends are key to market-beating performance, especially during these times, says John Buckingham of The Prudent Speculator. ...
  22. Specialty REITs Show Outperformance

    December 29, 2011
    Real estate firms operating outside the norm are performing best. For investors, specialty REITs could be the key to real ...
  23. Rayonier Loves Fibers And Trees

    October 20, 2011
    Rayonier will focus energy and make substantial investments in the Forest Resources and Performance Fibers business as it ...
  24. April Rail Data: A Penny On The Tracks?

    May 12, 2011
    Rail traffic slipped in April, but a very difficult comparison in coal was the main culprit.
  25. Money Grows On Trees

    November 17, 2010
    An investor's portfolio grows as the investor evolves, and the timberland and lumber fields offer great possibilities for ...
  26. Increase Your Income With Commodities

    September 2, 2010
    When investors add a commodities component to a portfolio, they generally do so for capital gains exposure.
  27. Investing In The Woods

    February 18, 2010
    One commodity has been able to shrug off recent selling and hit a fresh two-year high in February - timber.
  28. Finding An Alternative With Timber

    November 18, 2009
    Use the timber ETFs to gain exposure to the growing wood energy market.
  29. Potlatch's Spinoff Plans Get Pulpy

    November 24, 2008
    When traditional funding for its spinoff dried up, Potlatch decided to get creative.
  30. A Stumping Valuation On Plum Creek

    October 31, 2008
    Timber demand has softened with the housing market, but Wall Street seems to be assigning trough-level value to Plum Creek's ...
  31. Look To Mother Nature For Safety

    October 24, 2008
    Timber REITs are a good place for long-term money.
  32. The REIT Stuff (RYN, PCL, WY)

    June 11, 2007
    A look at three potential asset plays in the lucrative timberland game.
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