TSE:CFP

Canfor Corp (CFP.TO)

13.81
-0.04 (0.29%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
112 watching
0
COMMENT
He has a model price of $6.77. Like all cyclicals, the stock has moved before the fundamentals, which is not what he does so he doesn’t have a position.
DON'T BUY
People are worried about the sustainability of the dividend given that the housing market is slowing down again. If you can take a little bit of risk, you could buy it but he thinks there are better opportunities elsewhere.
SELL
Closely tied to lumber and pulp prices. Seasonal trade is usually from October through to April.
DON'T BUY
There’s no competition in the industry, so there has been a bit of a rebound, but he feels they are not missing anything
HOLD
We are at the tail end of the 40-year cycle, which includes paper. Paper is near getting going again. This is a beautiful chart.
WEAK BUY
Specialized printing area. Nice distribution yield, but they are over distributing. They will eventually have to cut. Even with the cut it will be a healthy dividend.
BUY
(Market Call Minute.) Likes the outlook for lumber stocks.
DON'T BUY
Have seen a benefit over the short-term in the pullback in the Cdn$. The company is tied to the US economy so he prefers other sectors. Can't see any meaningful upside.
COMMENT
There are some exceedingly bright people with deep pockets involved with this. Doesn't know the financials well enough on this one. Finds the sector fascinating. On his radar screen.
WATCH
Probably not a bad idea to look at it, but he does not like bottom fishing. He doesn't see any sign of a bottom yet in housing stocks. Watch this to see if it rallies and then makes a new low.
COMMENT
(Caller has shorted this stock.) His model price is $3.33, a negative 68% differential and there is no sign of a life yet. Negative earnings with a mean estimate of $1.45 and for 08, a negative $.82.
TOP PICK
Top Short Has been Short this one for ever. Forest product pricing continues to decline and obviously with the US economy rolling over, demand for their product is declining. Higher Cdn$ makes it even tougher.
DON'T BUY
Best lumber Co. in Canada and is the one you want to own. They're the lumber prices are and where the stock is trading, it is a complete disconnect. Would prefer under $10.
DON'T BUY
There are 2 sets of shareholders that are at odds with each other. This is always an interesting phenomenon. It portends the possibility of higher share prices. On an operational point of view, it's not as attractive as some of the other names.
DON'T BUY
Has a big exposure to oriented strand board. US Housing is slowing down, but Japan’s and China’s is picking up and they should be a beneficiary. Wouldn’t Buy it now, but it will probably be a survivor.
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