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TSE:ADN

Acadian Timber Corp (ADN.TO)

17.84
+0.08 (0.45%)
as of Jun 17, 2026, 7:59:31 pm Market Open.
57 watching
0
Investor Insights
star iconJun 17, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Acadian Timber Corp (ADN-T) stands out as a unique investment opportunity within the Canadian market, offering investors the chance to engage with an uncorrelated infrastructure-focused asset. Unlike many timber companies that operate sawmills, Acadian Timber focuses solely on timberland, providing a 'pure play' investment in this sector. This strategic positioning appeals particularly to institutional investors and pension funds, strategically adding it to their portfolios for diversification. The company also pays a dividend, enhancing its attractiveness to income-focused investors. Overall, Acadian Timber Corp is recognized for its potential to provide stable returns while being less susceptible to economic fluctuations compared to more traditional investments.

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Consensus
Positive
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Valuation
Fair Value
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Similar
Fibria, FBR
BUY

Pure timber producer. Pays a nice dividend yield (6.14%) and owns a lot of timber land and should benefit from the housing recovery in the US.

BUY

Lumber. Prices have gone haywire but in the last month or so they have fallen off with the rest of the commodities. Lumber prices are going to track US housing starts. He can see lumber prices staying high for a long time. His preference is Acadian Timber (AND-T) as he feels it is a safer play. Owns 2,000,000 plus acres of timber land in the US and Canada. Pays a wonderful dividend of 5.9%. If lumber prices stay above $350, it is possible to see a dividend increase by the end of the year.

TOP PICK
Why buy bonds when you can buy a long term asset like timber? A unique asset. The only 1000% timber company listed. 7.1% dividend. You'll collect this nice dividend while waiting for the US housing market to recover. Trading at Book Value.
PAST TOP PICK
(Top Pick Mar 1/11, Up 21.00%) Likes lumber as an asset. Inflation protection play. US housing market is till on its knees. Lumber prices picked up a little going into this year. They can maintain the dividend at these lumber levels.
STRONG BUY
Expect all timber companies will be acquired because of the Japanese earthquake, which will require a lot of timber. Asia is the biggest importer of Canadian timber. Also looking for the US housing starts to recover, but doesn’t expect this for another 2 to 3 years. These stocks have done nothing over the past 2 years so at a good price. Just raised its dividend back to its pre-recession level. 7.6% yield.
TOP PICK
1 million acres of timber. Lumber always grows. Lives and dies with housing starts. Just raised dividend 4 fold. Terrific yield while you wait for US housing market to recovers. Strong demand from China. In 2007 it was $350/acre and at that multiple this is worth $16-$17/share.
BUY
Timberlands business has been an excellent one over the long-term. Really a land business that happens to have trees on it. Nice, steady business.
Showing 31 to 37 of 37 entries