Sino-Forest Corp (TRE.TO) Buy, Sell or Hold

Sino-Forest Corp (TRE.TO)

0.00

-0.00 (0.00%)

11 watching

PARTIAL BUY

Good earnings, P/E and margins. FMV continues to rise. Wouldn't buy your whole position at one time. May be opportunities to get it cheaper.

DON'T BUY

If lumber pries remain stable it can rise from its current price. Return on capital and operating margins are good. Selling lumber into this environment is tough. You will have to be patient since you are buying a company is that is close to commodity prices.

BUY

Great name. Basically a timber/lumber company. Growth in China is phenomenal. Trading at forward earnings of 9X. Has just come down to a 50 day moving average, so it looks attractive. Last quarter made $.52 while the Street estimated $.41.

BUY

(Market Call Minute.) Thinks this one will do well. 26% earnings growth. Expect you will be happy a year from now.

COMMENT

If you want exposure to the forestry sector in China, this is the go-to name. The long-term story with regards to free cash flow generation is very good if they execute on the plan.

SELL

Sold his holdings about a year ago mainly because of the uncertain market. Still have decent valuations. If it went back to $12/$13 he would Buy back in.

SELL

(Market Call Minute.)

COMMENT

Had a lot of speculative interest and got ahead of where it should be. Strong land position in China. Balance sheet is fine. Forest sector overall has been weak. Thinks Chinese and Indian markets are probably bottoming out.

SELL

He sold out of this company in the $17-$18 range. A bit concerned with the debt levels. Good growth in terms of earnings.

WATCH

Great play on longer-term growth in consumer incomes and middle class in China. Growing trees to make furniture, wooden housing, etc. Stock has done well, and you might want to watch to see how well the Chinese government does in reining in the 11% growth.

DON'T BUY

Grows trees in China. The stock has stayed cheap for years and he doesn't know what to think of it.

SELL

Tends to do well when the Cdn$ is weakening. Had a very nice pop in the last couple of months. Has a tremendous amount of resistance from all its highs and doesn’t see it going through that any time soon. If you are a trader, lighten up at this point.

WATCH

Had a run up to almost $7 and then had a correction with the rest of the market. It is still above its 200-Day moving average and you want to see $6/6.25 to see a continuation of the uptrend.

BUY

Trading around 10 X earnings and expect the stock price will go higher. Demand for their wood product is very high.

HOLD

The largest Canadian investor on the forestry side in China. They grow trees for lumber and fibre. China is very short of fibre so they are well placed. They will be doubling production in the particle board business. Has had a very strong run-up.

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