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
DON'T BUY
The trouble with pulp and paper is the massive overcapacity in the business. Canadian companies are suffering from having old manufacturing equipment and their cost of production is much higher.
TOP PICK
If the softwood lumber dispute is solved, this is the company that has the most duties deposited proportionately of any other Canadian company. He likes West Coast lumber producers right now.
TOP PICK
A very ignored stock in the forest product sector. Has 70% exposure to lumber, 15% to logs. Right now, this company has a larger claim to the duties that had been prepaid into the US, relatively speaking, to any other company. It would come to about $2 a share. He is bullish on lumber products going into next year. Selling below book value. Has the ability to earn $.70/1.00 next year.
TOP PICK
Selling at a slight discount to book value. Well exposed in the Western lumber situation and the company has been going under a great deal of restructuring. Expect that the building cycle will really pick up next year. Their credit in prepaid duties to the US is about $85 million US which works out to be about $2 a share. Has a very clean balance sheet.
PAST TOP PICK
(A Top Pick Oct 11/05. Up 3.7%.) There has just been a cut in softwood duties. Building materials are going to be in great demand for the next while. If the duties ever get rebated back, this company will be one of the biggest beneficiaries. Can see more upside in the stock.
PAST TOP PICK
(A Top Pick Sept 20/05. No change.) This stock, along with other Western lumber companies, will probably stay flat until the softwood lumber dispute is solved. Trading below book value. Good management.
TOP PICK
A Vancouver based lumber company with operations in B.C. and the US. Sells at about $6.50 and has a book value of over $8. Has been selling off unprofitable assets and buying mills in the US. Should be rid of all of its debt by next year. If the softwood lumber dispute gets settled, the stock will jump overnight and you won't get a chance to buy.
TOP PICK
In the midst of controversy with the softwood lumber. No one knows which side it's going to win. If in Canada's favour, this company probably has more to gain than any other forest product company. Probably worth a couple of $'s a share. Likes lumber right now and there's probably going to be a strong demand for the next few years. Earnings are about $0.50 this year and closer to $1 next year.
TOP PICK
Selling below book value. Excellent management. The price of lumber is moving up and will do well with the building of the south and the probable elimination of tarrifs. Stock hasn't done anything so this is a buying opportunity.
TRADE
If there was even a hint that interest rates in the US could go up, forestry stocks would be vulnerable. There could be consolidation in this sector and more M&A. If so, the stock could do well.
BUY
Not a fan of the forest product sector, buy thinks that the outlook for "wood products" is the best in the whole sector and that the B.C. producers do a better job, so prefers International Forest.
PAST TOP PICK
(A Top Pick July 19/04. Up 4.7%.) Good management. No debt. Have tons of real estate where the book value is severely understated
TOP PICK
Has an excellent balance sheet with hardly any debt. Excellent management. Prices are strong and expected to remain strong. Recently made some US sawmills acquisitions.
TOP PICK
Have just made a bid for Crown forest products in Washington state which will give them a US base for sawmills, lumber, etc. Sells at a few pennies above book value. Has a lot of cash.
HOLD
Main holding in forrest products area. Like lumber and building products. Earnings couldbe quite strong.
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