Stock price when the opinion was issued
Lumber is a boom and bust industry and lumber prices and stocks are slumping. WY is cleaning up its balance sheet and growing its 2.9% dividend. They also have issued special dividends. They have a long-term plan, so you're good to ride out near-term choppiness holding this. But don't buy before they report on July 25, because numbers may not be good. Wait till after, though that can be risky too. A tailwind would be lower interest rates, because they would stimulate home-buying and home-building, which needs lumber.
A name that is leveraged to the strength in the global economy. Traditional timber morphing into value added products, etc., but at the end of the day in many cases, it is going to depend on a strong economy. There is also some concern about the state of global trade. He likes that it has a decent dividend yield. A little bit off the radar of most investors. A good hedge on inflation going forward.