TSE:CFX

Canfor Pulp Products (CFX.TO)

0.51
-0.01 (1.92%)
as of Mar 18, 2026, 7:58:10 pm Market Open.
32 watching
0
PAST TOP PICK
(A Top Pick June 11/10. Up 32.26%.) Paying a very healthy dividend and he expects they will continue earning this and paying it. Has been volatile. Current price is a good place to buy. Probably in the low $20's in 12 months. Pulp prices are strong because paper prices are strong. They are also selling a lot of electricity into the BC grid.
PAST TOP PICK
(A Top Pick May 10/10. Up 28.24%.)
PAST TOP PICK
(A Top Pick April 22/10. Up 56.99%.) Still likes. Very good yield. Generates a lot of electricity, which goes into the grid. Currently a Hold.
BUY ON WEAKNESS
Has an excellent yield of 7.7%, which he feels they can maintain. Likes to buy in the $14 range.
PAST TOP PICK
(A Top Pick April 22/10. Up 47.99%.) Still a Buy.
BUY
Pulp is in strong demand. Because of consolidation over the last few years, supply is relatively tight. Yield will probably be very strong over the next year.
HOLD
Hold it for the yield. Doesn’t know if you will get much more growth in it. It has a strong headwind with the Canadian dollar as strong as it is. He would lighten it at this point. Payout is relatively safe in here.
HOLD
This will be more directed to the Asian market over time. Good dividend and doesn’t think it’s in jeopardy.
STRONG BUY
Really likes it. Pulp is in big demand. Trimmed their very high distribution to a dividend but still paying close to 10%.
HOLD
People are starting to get optimistic about forest product sector. Hasn’t been a particularly a good performer and the pricing has not been very good. When looking at the FMV, they don’t jump out. Trading at around 1.5X Book and it’s alright.
BUY
A great cash flow producer. Surprisingly the pulp and paper sector has been performing pretty well. Not sure how much upside there is in this one, but there is a nice yield. He thinks prices will be pretty firm in the near term.
BUY
Lumber. This is a good contrarian field. It came back a little bit but it could have a long way to run. He is not buying but would see why people would be and if they choose two or three this would be one. It’s a bit rich for his blood. He would prefer one that had not run quite as far.
COMMENT
Pulp. Great assets in B.C. Pulp prices peaked around August and day’s inventory has been increasing. Pulp is cyclical so he plays it cautiously. Outlook is positive but he feels pulp prices may have peaked. 19% yield. If you own, consider taking profits.
DON'T BUY
Doesn’t follow this but world is moving away from paper to on-line publishing. Bearish on the paper industry long term. 19% dividend.
HOLD
Increasing distributions by $.25 a month through to December but will be going quarterly after that so there will be a hiatus before the next payment. Pulp prices have been very strong and more capacity has come on than was expected so pulp prices could dip. Wait to see what emerges.
Showing 31 to 45 of 64 entries