Michael Underhill
Plum Creek Timber
PCL-N
BUY
Jan 22, 2013
Not only a story of short-term benefits due to the structural recovery in lumber and economic recovery in housing but also, longer-term, shortness in supply of lumber and timber. Structurally this is a REIT but the underlying assets are high quality timber and forestry assets. Just starting to get warmed up.
Not only a story of short-term benefits due to the structural recovery in lumber and economic recovery in housing but also, longer-term, shortness in supply of lumber and timber. Structurally this is a REIT but the underlying assets are high quality timber and forestry assets. Just starting to get warmed up.