WY : Analysis & Opinions

  1. Bull of the Day: Weyerhaeuser (WY) - Bull of the Day

    October 14, 2014
    Bull of the Day: Weyerhaeuser (WY) - Bull of the Day
  2. 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 ...
  3. 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 ...
  4. Bear of the Day: ArcelorMittal (MT) - Bear of the Day

    April 7, 2014
    Bear of the Day: ArcelorMittal (MT) - Bear of the Day
  5. Volatility is back with a vengeance in the stock markets and one of the best places to hide from that force is in the forest. Timberland investing has managed to produce stable and steady returns for decades.

    Finding Portfolio Serenity In the Forest

    April 1, 2014
    Volatility is back with a vengeance in the stock markets and one of the best places to hide from that force is in the forest. ...
  6. The 1% Are Looking Elsewhere For Returns

    September 18, 2013
    For the rich, stocks and bonds aren’t cutting it. They continue to add more alternative asset classes to their portfolios. ...
  7. Domtar Jumps 16% On Plant Closing: Time To Buy?

    September 12, 2013
    Domtar (NYSE:UFS) jumped the most in four years on news International Paper (NYSE:IP) is closing a mill in Alabama reducing ...
  8. Weyerhaeuser Down to Neutral - Analyst Blog

    July 11, 2013
    We recently downgraded Weyerhaeuser Company from Outperform to a Neutral recommendation, anticipating that the company will ...
  9. 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.
  10. Weyerhaeuser Offers Shares - Analyst Blog

    June 19, 2013
    Weyerhaeuser Company recently announced the public offering of its common shares and convertible preference shares. The offering ...
  11. There Are New REITs On The Horizon

    March 28, 2013
    For investors, the surge in new REIT activity is providing some pretty interesting dividend opportunities.
  12. 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.
  13. 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 ...
  14. Stocks With A Recurring December Pattern

    November 28, 2012
    While the reason is not always evident, some stocks have very consistent price movements which repeat at certain times year ...
  15. The Third Quarter Was Good To Lowe's

    November 19, 2012
    Lowe's has work to do, but its performance has been improving.
  16. Louisiana-Pacific, Like Housing, Coming Back To Life

    November 8, 2012
    Louisiana-Pacific is seeing a return to profitability on strong OSB pricing.
  17. Weyerhaeuser Co. - Growth & Income

    November 2, 2012
    Weyerhaeuser Co. (WY) approved a 13.0% increase to its quarterly dividend rate in its impressive third-quarter report. This ...
  18. 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.
  19. 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.
  20. Better Volumes, But Not Better Value, At Plum Creek

    August 2, 2012
    Plum Creek is seeing improving conditions, but at the cost of margin.
  21. Int'l Paper Fulfills DoJ Mandate - Analyst Blog

    July 5, 2012
    International Paper Co. (IP) has completed the sale of its three containerboard mills for $470 million to fulfill its agreement ...
  22. 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 ...
  23. Growing A Fortune With Timber

    April 6, 2012
    Timber could be one of the best long-term values around.
  24. 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.
  25. 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. ...
  26. 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 ...
  27. Louisiana-Pacific Still Bleeding

    November 9, 2011
    Recovery could still be long away for Louisiana-Pacific.
  28. Other Shale Plays Advance

    November 7, 2011
    The industry worked during the third quarter to explore other shale plays that are not generally known by investors.
  29. 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 ...
  30. 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.
  31. Tomorrow's Great Dividend Companies

    May 4, 2011
    Though not major dividend companies today, these names could become bigger payers in the future.
  32. 6 Overbought Stocks To Watch

    January 25, 2011
    Let's take a look at a few stocks that have recently entered overbought territory because these could be candidates for a ...
  33. Packaging Getting Boxed In

    September 23, 2010
    Worries about a cyclical top have knocked the packaging sector.
  34. Masco Controls What It Can

    July 29, 2010
    Masco has no choice but to bide its time until the sales and demand climate improves.
  35. Domtar Still Looks Cheap

    July 28, 2010
    Value investor Seth Klarman owns 2.6 million shares of the paper company that reverse split 1:12 in 2009.
  36. The Rise Of The REITs

    July 14, 2010
    Real estate investment trusts have come back from the depths of the financial crisis.
  37. Is Geothermal Energy The Answer?

    September 11, 2009
    Geothermal is carbon-free, abundant and might be the answer to the problems facing the world's need for energy.
  38. 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 ...
  39. Weyerhaeuser's Honesty Good For Investors (WY)

    February 12, 2008
    The lumber producer has made no attempt to hide the tough times it's facing. Under-promise and over-deliver is a smart strategy. ...
  40. 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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