Canfor Corp (CFP.TO)

He has a model price of $31.71, a 33.5% upside. We are in the 8^th inning of these particular cyclical stocks, so he would be very, very cautious.

The Canadian dollar is much closer to a low than a high. The sector looks attractive from a risk reward perspective.

(Top Pick Nov 25/13, Up 25.64%) He sold it during the interest rate scares. His re-entry point would be $24/$25 level. Seasonality will keep him out until spring.

(Top Pick Oct 3/13, Up 10.99%) He sold and made more than this. Thinks you will get a continuing improvement in housing market. He would buy back in at $23.

(A Top Pick Aug 27/13. Up 25.17%.) Sold his holdings at $29. If it got back to $22.50, he would probably Buy it back.

Chart shows a long downtrend from February, followed by a break out just recently accompanied by good volume, which is a great sign. He would mark resistance points at around $25 and close to $30. There’s lots of room to go on this. Looks like there is a lot more to be had.

(Top Pick Jul 22/13, Up 29.60%) Sold it when things got dicey in the housing market. Now it is on his potential buy list for re-entry. $22 would be a good entry point, but he hopes to get it cheaper.

She has owned it. Housing took a breather and Chinese exports took a breather, but now it is on her watch list.

Volatile because of Cdn$ and pulp prices. Looks at it as more of a trading opportunity, rather than a long-term investment. Expects this could move to a $25-$30 range.

Lumber has been in trouble lately. He is losing interest in the sector and would start backing away from it. If the price starts to violate the trend line, then stay away and don’t add to it.

(Top Pick Jun 24/13, Up 60%) It is a cyclical stock dependant on the housing business, bought last June and sold recently.

Likes this and it has done very well. She holds it for the North American and far East housing recovery. If the stock gets a couple of dollars higher, she might take some profits. Because it is very cyclical, they do not normally pay a dividend.

He is going to lighten up if he thinks we are going into a market correction and then buy it back.

This is to take advantage of the increased building in the US. His target price is $27.

Chart shows a base built in 2011 followed by a breakout in 2012. Trend line is very strong. Peers are running up so you should stay with it.