Sino-Forest Corp

TRE-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about TRE-T

Signal
Opinion
Expert
PARTIAL BUY
PARTIAL BUY
January 11, 2010
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.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
January 11, 2010
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
DON'T BUY
December 29, 2009
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.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
December 29, 2009
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
BUY
December 17, 2009
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.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
December 17, 2009
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
BUY
November 17, 2009
(Market Call Minute.) Thinks this one will do well. 26% earnings growth. Expect you will be happy a year from now.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
November 17, 2009
(Market Call Minute.) Thinks this one will do well. 26% earnings growth. Expect you will be happy a year from now.
COMMENT
COMMENT
May 12, 2009
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.
Show full opinionHide full opinion
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
SELL
August 20, 2008
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.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
August 20, 2008
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
SELL
Sino-Forest Corp (TRE-T)
August 14, 2008
(Market Call Minute.)
COMMENT
COMMENT
July 23, 2008
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.
Show full opinionHide full opinion
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
SELL
January 16, 2008
He sold out of this company in the $17-$18 range. A bit concerned with the debt levels. Good growth in terms of earnings.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
January 16, 2008
He sold out of this company in the $17-$18 range. A bit concerned with the debt levels. Good growth in terms of earnings.
WATCH
WATCH
April 23, 2007
Great play on longer-term growth in consumer incomes and middle class in China. Growing trees to make furniture, wooden housing, etc. Stock has done well, and you might want to watch to see how well the Chinese government does in reining in the 11% growth.
Show full opinionHide full opinion
Great play on longer-term growth in consumer incomes and middle class in China. Growing trees to make furniture, wooden housing, etc. Stock has done well, and you might want to watch to see how well the Chinese government does in reining in the 11% growth.
DON'T BUY
DON'T BUY
November 16, 2006
Grows trees in China. The stock has stayed cheap for years and he doesn't know what to think of it.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
November 16, 2006
Grows trees in China. The stock has stayed cheap for years and he doesn't know what to think of it.
SELL
SELL
November 2, 2006
Tends to do well when the Cdn$ 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.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
November 2, 2006
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
WATCH
July 5, 2006
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.
Show full opinionHide full opinion
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
BUY
April 12, 2006
Trading around 10 X earnings and expect the stock price will go higher. Demand for their wood product is very high.
Show full opinionHide full opinion
Trading around 10 X earnings and expect the stock price will go higher. Demand for their wood product is very high.
HOLD
HOLD
January 5, 2006
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.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
January 5, 2006
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.
WEAK BUY
WEAK BUY
July 4, 2005
Commodity prices in this sector are still under pressure. Cheap. Starting to warm up to the sector.
Show full opinionHide full opinion
Commodity prices in this sector are still under pressure. Cheap. Starting to warm up to the sector.
DON'T BUY
DON'T BUY
June 14, 2005
Below its 200 day moving average. A weak stock that is not really looked at by institutions.
Show full opinionHide full opinion
Below its 200 day moving average. A weak stock that is not really looked at by institutions.
BUY
BUY
February 1, 2005
The stock is turning around. Had built a wonderful base to the end of '02 and then a rise up to $7. This was followed by profit taking so the stock reversed in '04. Then had an accumulation period followed by another leg. It's above its 200 day moving average.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
February 1, 2005
The stock is turning around. Had built a wonderful base to the end of '02 and then a rise up to $7. This was followed by profit taking so the stock reversed in '04. Then had an accumulation period followed by another leg. It's above its 200 day moving average.
TOP PICK
TOP PICK
January 6, 2005
Paper and forest industry has been very difficult. Likes this one because of its exposure to China. Very cheap at 5 X earnings. The company has had the opportunity to buy more plantations allowing them to increase their production.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
January 6, 2005
Paper and forest industry has been very difficult. Likes this one because of its exposure to China. Very cheap at 5 X earnings. The company has had the opportunity to buy more plantations allowing them to increase their production.
BUY
BUY
December 1, 2004
Settled down in March and did some base building. Moved above its 200 day moving average. All the indicators are positive.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
December 1, 2004
Settled down in March and did some base building. Moved above its 200 day moving average. All the indicators are positive.
TOP PICK
TOP PICK
October 25, 2004
A cheap stock at 5 X next year's earnings. Has ahd a 20% increase in EPS over the last year.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
October 25, 2004
A cheap stock at 5 X next year's earnings. Has ahd a 20% increase in EPS over the last year.
DON'T BUY
DON'T BUY
October 4, 2004
Nothing wrong with the company but managament has done a very poor job of communications to shareholders and the investment community.
Show full opinionHide full opinion
Sino-Forest Corp (TRE-T)
October 4, 2004
Nothing wrong with the company but managament has done a very poor job of communications to shareholders and the investment community.
BUY
BUY
August 9, 2004
Positive on the stock. Has been volatile. A growth story. Stock is extremely cheap at 6 X forward earnings.
Show full opinionHide full opinion
Positive on the stock. Has been volatile. A growth story. Stock is extremely cheap at 6 X forward earnings.
HOLD
HOLD
July 29, 2004
Not a bad company, but they have terrible shareholder relations. Trading at about 4 X earnings.
Show full opinionHide full opinion
Not a bad company, but they have terrible shareholder relations. Trading at about 4 X earnings.
BUY
BUY
June 2, 2004
Had recommended it when it was $5/6. Still likes the story. Cheap.
Show full opinionHide full opinion
Had recommended it when it was $5/6. Still likes the story. Cheap.
DON'T BUY
DON'T BUY
May 28, 2004
Has been successful in the market and controversial. Doesn't like the risk of dealing with unknowns.
Show full opinionHide full opinion
Has been successful in the market and controversial. Doesn't like the risk of dealing with unknowns.
DON'T BUY
DON'T BUY
May 21, 2004
Had a wonderful up-leg in 2003 but in early 2004, fundamental problems started to come in, so had quite a negative selloff. It's probably getting to the point where some support should come in but a lot of the excitement on the stock is now history.
Show full opinionHide full opinion
Had a wonderful up-leg in 2003 but in early 2004, fundamental problems started to come in, so had quite a negative selloff. It's probably getting to the point where some support should come in but a lot of the excitement on the stock is now history.
DON'T BUY
DON'T BUY
May 17, 2004
Have to be cautious as they just diluted their shareholders by issuing 35 million shares. Talk about how much $ they'll make from harvesting trees but spent 70 million on new trees and only got 50 million in in revenues. Suspicious.
Show full opinionHide full opinion
Have to be cautious as they just diluted their shareholders by issuing 35 million shares. Talk about how much $ they'll make from harvesting trees but spent 70 million on new trees and only got 50 million in in revenues. Suspicious.
WEAK BUY
WEAK BUY
April 27, 2004
Terrible at public-relations and bad at getting their story out so the price is down. Profits are very strong. Prospects in China are very good.
Show full opinionHide full opinion
Terrible at public-relations and bad at getting their story out so the price is down. Profits are very strong. Prospects in China are very good.
PAST TOP PICK
PAST TOP PICK
April 13, 2004
(A past top pick Mar 1/04. Down 53%.) Right after this was chosen, they came out with a share issue which was dilutive and an analyst questioned the value of the forests. Holding waiting for quarterly results and what the new share issue will mean.
Show full opinionHide full opinion
(A past top pick Mar 1/04. Down 53%.) Right after this was chosen, they came out with a share issue which was dilutive and an analyst questioned the value of the forests. Holding waiting for quarterly results and what the new share issue will mean.
Showing 31 to 60 of 74 entries