TSE:IFP

Interfor Corp (IFP.TO)

10.92
-0.18 (1.62%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 8 opinions in the last 12 months.

Interfor Corp (IFP-T) has received mixed reviews from various experts regarding its investment potential. Some analysts have begun to accumulate shares, suggesting that long-term opportunities could arise given the current downturn. However, others remain skeptical, citing the sector's overall quality concerns and significant debt levels, especially in light of looming tariffs and a weak housing market. The lumber industry, while experiencing a post-Covid boom, faces volatility linked to mortgage rates and affordability issues. Despite some positive sentiment around potential government support for the sector, many experts see the need for careful timing when considering investments in lumber stocks.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
Doman, DM
TOP PICK
Lumber based in B.C. with operations in B.C. and Northwest US. Only one that is currently profitable. Only one with no debt. Fabulous management. Been taking advantage of others problems by upgrading their mills and buying mills that are going out of business. Lumber prices and US housing has bottomed. China will have to do a lot of rebuilding and may be importing.
BUY
Lumber has not been good because housing starts has been going down and Cdn$ has been high. However, lumber seems to have bottomed out and broken its downtrend. Housing stocks have basically stopped going down. This is one of the best plays. Very little debt. Good management and operations on both sides of the border.
DON'T BUY
Buy if you want a beaten down sector. Be wary of debt levels. Prefers Abitibibowater (ABH-T). Wouldn’t really buy anything in this sector.
PAST TOP PICK
(A Top Pick April 21/06. Up 9.3%.) Had pick on the basis of a softwood lumber resolution being favourable to them. Sold his holdings at around $8.
PAST TOP PICK
(A Top Pick April 4/06. Up 11.8%.) The best run of the Canadian Forest companies. Basically now net debt. Acquired a number of mills/companies in northwest US.
COMMENT
Getting close to a price were he would consider starting taking profits, before it hits $9 in any case. The softwood lumber deal did not have the impact that he thought it would. With a slowdown in housing starts in the US, he is not looking for a strong play in lumber.
PAST TOP PICK
(A Top Pick Feb 2/06. Up 6.7%.) In the meantime, it paid a good dividend. This is the last one he holds in this sector and he is evaluating it right now. Sells at a significant discount to book value. The problem is, predicting lumber prices.
PAST TOP PICK
(A Top Pick Jan 6/06. No change.) Good timber producer. Would have benefited proportionately more than others on the softwood lumber pay back. This is happening, but now there is the slowdown in the US housing market. Holding, but not sure for how long.
HOLD
The impact of the US housing market will not be good for them. Still waiting for the settlement cheque regarding the lumber dispute. They should get a fairly large amount.
PAST TOP PICK
(A Top Pick Nov 1/05. Up 0.8%.) Pristine balance sheet. About to receive a huge payment from the refund of softwood lumber duties, which they will use to expand and refurbish. Still a buy.
BUY
It has been a disappointing stock. The lumber dispute and slowdown in the US housing market has hurt it. As a long term investment it looks positive. Recommends buying and keeping for a long term investor and selling if you are a short term investor.
PAST TOP PICK
(A Top Pick Mar 23/06. Down 12.5%.) Becoming even more interesting, particularly with all the news about the softwood lumber settlement. Well-positioned.
TOP PICK
Likes the outlook for lumber. Will be in sharp demand this summer and fall. There will be a lot of rebuilding going on in the US. Has been slowly restructured and will be more profitable than it has. On any softwood lumber agreement, they have more duties on deposit proportionately than any other company.
DON'T BUY
This is a difficult time for any of the paper stocks. Highly leveraged to the time they are not getting the kind of payback from price appreciation. Would avoid the entire sector right now.
TOP PICK
Likes western lumber companies and this is his favourite. Has the best management in the forest products industry. Most conservative balance sheet with virtually no debt. Sells around book value. Selling off surplus assets. Buying mills in the US Northwest. Getting close to a solution in the softwood lumber dispute.
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