West Fraser Timber (WFT-T) Stock Predictions - Stockchase
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West Fraser Timber (WFT-T)

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west coast forestry

West Fraser Timber

WFT-T

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West Fraser Timber (WFT-T) SAVE Apr, 19, 2019, 5:47 am

66.99 0.45 (0.68%)

About West Fraser Timber (WFT-T)

West Fraser Timber Co. Ltd. is a Canadian forestry company based in Quesnel, British Columbia. West Fraser Timber Co. Ltd. is a member of the Forest Products Association of Canada. More at Wikipedia

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BUY on WEAKNESS
West Fraser Timber(WFT-T) 

February 21, 2019

He is very constructive on lumber and it is his favourite commodity. We saw a double bottom and a pull back. A longer term base is developing. The next 4 year cycle is developing and he sees significant upside and he buys on weakness.
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He is very constructive on lumber and it is his favourite commodity. We saw a double bottom and a pull back. A longer term base is developing. The next 4 year cycle is developing and he sees significant upside and he buys on weakness.
west coast forestry
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$67.540
Owned Owned
Unknown

WAIT
West Fraser Timber(WFT-T) 

February 8, 2019

Lumber's seasonality is between early-November and early-March, before people actually buy their homes. Lumber prices are starting to rise from a serious low (and bad year), but they're starting to come back. WFT had a declining trend based on the falling lumber price, but peer Canfor is cutting output which may benefit EFT. He's concerned it touching its 200-day moving average and declining today. Support at $70, its 50-day moving average. If it holds less level, WFT could see higher highs.
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Lumber's seasonality is between early-November and early-March, before people actually buy their homes. Lumber prices are starting to rise from a serious low (and bad year), but they're starting to come back. WFT had a declining trend based on the falling lumber price, but peer Canfor is cutting output which may benefit EFT. He's concerned it touching its 200-day moving average and declining today. Support at $70, its 50-day moving average. If it holds less level, WFT could see higher highs.
west coast forestry
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Jon Vialoux

Research A, CastleMoore Inc....

Price Price
$75.940
Owned Owned
Unknown

WATCH
West Fraser Timber(WFT-T) 

January 24, 2019

Basing after a downtrend. If it breaks $75 it could be very bullish. It is looking constructive.
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Basing after a downtrend. If it breaks $75 it could be very bullish. It is looking constructive.
west coast forestry
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$71.230
Owned Owned
Unknown

PAST TOP PICK
West Fraser Timber(WFT-T) 

January 16, 2019

(A Top Pick Feb 20/18, Down 18%) Despite a large increase in the price of lumber and strand board, the stock fell. He sold it in July. An analyst thinks lumber stocks are showing good technical signals. If housing rebounds this stock would benefit significantly. He is not convinced yet.
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(A Top Pick Feb 20/18, Down 18%) Despite a large increase in the price of lumber and strand board, the stock fell. He sold it in July. An analyst thinks lumber stocks are showing good technical signals. If housing rebounds this stock would benefit significantly. He is not convinced yet.
west coast forestry
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$70.000
Owned Owned
No

DON'T BUY
West Fraser Timber(WFT-T) 

December 31, 2018

WFT-T vs. IFP-T. He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.
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WFT-T vs. IFP-T. He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.
west coast forestry
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$67.440
Owned Owned
Unknown

SELL
West Fraser Timber(WFT-T) 

December 20, 2018

Timber has been a very volatile sector this year. A highly cyclicaly business. Avoid this sector, even though it's been oversold. Sell when this rallies.
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Timber has been a very volatile sector this year. A highly cyclicaly business. Avoid this sector, even though it's been oversold. Sell when this rallies.
west coast forestry
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$64.560
Owned Owned
No

PAST TOP PICK
West Fraser Timber(WFT-T) 

November 21, 2018

(A Top Pick Sep 07/17, Up 15%) This is all related to US housing. 40 – 45% of wood demand goes into repairs and renovations. Their product also goes to China and Japan. About 2/3’s of their operations come from the US. They have a good balance sheet. He expects to see US housing industry pick up in the spring.
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(A Top Pick Sep 07/17, Up 15%) This is all related to US housing. 40 – 45% of wood demand goes into repairs and renovations. Their product also goes to China and Japan. About 2/3’s of their operations come from the US. They have a good balance sheet. He expects to see US housing industry pick up in the spring.
west coast forestry
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$70.670
Owned Owned
Yes

TOP PICK
West Fraser Timber(WFT-T) 

November 5, 2018

He looks for trend reversals. He thinks this one might pull back a dollar of two from here before buying. He is looking to buy at $70 or below. There is a potential for $80 next January or February and he has an exit point of $67. It found good volume at its bottom. (Analysts’ price target is $84.50)

west coast forestry
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He looks for trend reversals. He thinks this one might pull back a dollar of two from here before buying. He is looking to buy at $70 or below. There is a potential for $80 next January or February and he has an exit point of $67. It found good volume at its bottom. (Analysts’ price target is $84.50)

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$71.130
Owned Owned
No

WAIT
West Fraser Timber(WFT-T) 

November 1, 2018

Over the last little while lumber stocks have begun to deteriorate. He removed it from his watch list earlier. It is trying to put in a short term low and then he sees a short term bounce. There will be heavy choppiness over the next little while.
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Over the last little while lumber stocks have begun to deteriorate. He removed it from his watch list earlier. It is trying to put in a short term low and then he sees a short term bounce. There will be heavy choppiness over the next little while.
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Javed Mirza

Technical , Canaccord Genuity ...

Price Price
$68.990
Owned Owned
Unknown

WATCH
West Fraser Timber(WFT-T) 

October 12, 2018

Lumber stocks and home builders in the US have a stock chart like this one – plunging down to the right.  At these levels, the valuations are suggesting a depression is coming – he does not believe in this.  His downside target is $66, so based on his model, it is a buy if the market can find a bottom soon.  

west coast forestry
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Lumber stocks and home builders in the US have a stock chart like this one – plunging down to the right.  At these levels, the valuations are suggesting a depression is coming – he does not believe in this.  His downside target is $66, so based on his model, it is a buy if the market can find a bottom soon.  

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$64.500
Owned Owned
No

DON'T BUY
West Fraser Timber(WFT-T) 

September 14, 2018

It peaked in early June and fell to $80, breaking a strong 19-month trend. The early-August low fell along with commodoties as a whole. It'll likely continue to fall.

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It peaked in early June and fell to $80, breaking a strong 19-month trend. The early-August low fell along with commodoties as a whole. It'll likely continue to fall.

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$85.240
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

September 5, 2018

Forest stocks have come off due to U.S. trade issues under Trump, which has added US$7,000 to the cost of a US house. This is a good time to buy this.

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Forest stocks have come off due to U.S. trade issues under Trump, which has added US$7,000 to the cost of a US house. This is a good time to buy this.

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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$87.600
Owned Owned
Unknown

DON'T BUY
West Fraser Timber(WFT-T) 

August 22, 2018

With all the lumber tariffs, he wouldn't get into this space. However, there's been a lot of home building that lumber companies have enjoyed. Current valuations are high. If there was a market setback, this space would be vulnerable. The BC fires have spiked the stock price, but the fires can eat into the supply areas.

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With all the lumber tariffs, he wouldn't get into this space. However, there's been a lot of home building that lumber companies have enjoyed. Current valuations are high. If there was a market setback, this space would be vulnerable. The BC fires have spiked the stock price, but the fires can eat into the supply areas.

west coast forestry
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$89.970
Owned Owned
No

HOLD
West Fraser Timber(WFT-T) 

August 3, 2018

Earnings recently were very positive.  Unfortunately lumber prices have recently collapsed.  It is a cyclical company, but is a very good one.  With the strength of the US and Canadian economies, he thinks this is one of the best in the sector, and would continue to hold it for the next year. 

west coast forestry
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Earnings recently were very positive.  Unfortunately lumber prices have recently collapsed.  It is a cyclical company, but is a very good one.  With the strength of the US and Canadian economies, he thinks this is one of the best in the sector, and would continue to hold it for the next year. 

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$81.640
Owned Owned
No

DON'T BUY

It's not the kind of company he invests in. It's a great Canadian resource play and has done well, but the issues are Trump's tariffs on Canadian lumber and disappointing U.S. housing starts.

west coast forestry
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It's not the kind of company he invests in. It's a great Canadian resource play and has done well, but the issues are Trump's tariffs on Canadian lumber and disappointing U.S. housing starts.

west coast forestry
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Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$82.880
Owned Owned
No

BUY

It's testing support levels where it's been before and volumes are lifting--both positives. The low-80s is support. The consolidation is healthy.

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It's testing support levels where it's been before and volumes are lifting--both positives. The low-80s is support. The consolidation is healthy.

west coast forestry
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$85.000
Owned Owned
Yes

COMMENT

Merger with Canfor? Cheap, well-run, but there’s softwood lumber deal risk. Market has already reacted to the softwood deal. They’ve heard M&A speculation, but unlikely with Canfor. Not a lot of M&A in public companies, instead, companies just buy smaller US mills. Outlook very strong, and upcoming earnings should be good, especially given strong lumber prices.

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Merger with Canfor? Cheap, well-run, but there’s softwood lumber deal risk. Market has already reacted to the softwood deal. They’ve heard M&A speculation, but unlikely with Canfor. Not a lot of M&A in public companies, instead, companies just buy smaller US mills. Outlook very strong, and upcoming earnings should be good, especially given strong lumber prices.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$85.170
Owned Owned
Unknown

HOLD
West Fraser Timber(WFT-T) 

April 19, 2018

There are restrictions on Canadian exports of lumber.  Lumber futures just hit a record high.  Party of it has to do with demand.  Never short anything just as it is going up even if the valuation makes no sense.  Wait for it to peak and is in the down trend.

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There are restrictions on Canadian exports of lumber.  Lumber futures just hit a record high.  Party of it has to do with demand.  Never short anything just as it is going up even if the valuation makes no sense.  Wait for it to peak and is in the down trend.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$92.190
Owned Owned
Unknown

TOP PICK
West Fraser Timber(WFT-T) 

February 20, 2018

Large company, 6 billion dollar market cap. Year over year earnings are up 100% and next year earnings estimates have been revised upwards in the last 90 days. (Analysts’ price target is 87.86$)

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Large company, 6 billion dollar market cap. Year over year earnings are up 100% and next year earnings estimates have been revised upwards in the last 90 days. (Analysts’ price target is 87.86$)

west coast forestry
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$86.800
Owned Owned
Yes

COMMENT
West Fraser Timber(WFT-T) 

December 22, 2017

This has very strong seasonality. Historically it has done very well from approximately October right through until approximately February of each year. That doesn't work all the time. In 2016, we started to get into squabbles with the US on tariffs, etc. His chart shows it is working again this year. On a seasonal basis, it’s time to be an owner right through until the end of February. Technically it’s in a trading range right now. A move above its resistance at around $80 would be a very positive indication that seasonality will continue right through until about the end of February.

west coast forestry
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This has very strong seasonality. Historically it has done very well from approximately October right through until approximately February of each year. That doesn't work all the time. In 2016, we started to get into squabbles with the US on tariffs, etc. His chart shows it is working again this year. On a seasonal basis, it’s time to be an owner right through until the end of February. Technically it’s in a trading range right now. A move above its resistance at around $80 would be a very positive indication that seasonality will continue right through until about the end of February.

west coast forestry
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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$77.490
Owned Owned
Unknown

WATCH
West Fraser Timber(WFT-T) 

November 30, 2017

(Market Call Minute) Be careful.  It trades at 2.5 times book.  You should buy it when there is blood in the streets.  They are 50% above the 20 year average.

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(Market Call Minute) Be careful.  It trades at 2.5 times book.  You should buy it when there is blood in the streets.  They are 50% above the 20 year average.

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Brian Madden

Senior VP , Goodreid Investment ...

Price Price
$81.540
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

October 18, 2017

(Market Call Minute.) He really likes the home building industry in the US, and the materials that go into home building.

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(Market Call Minute.) He really likes the home building industry in the US, and the materials that go into home building.

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David Burrows

President , Barometer Capital Ma...

Price Price
$75.010
Owned Owned
No

WATCH
West Fraser Timber(WFT-T) 

October 16, 2017

It is experiencing a cup and handle, or a rounded bottom.  It is a smooth transition from a downward transition to an uptrend.  The most important part is that it was a rounded approach.  There is resistance at this point.  If it gets thought it, it looks pretty good.

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It is experiencing a cup and handle, or a rounded bottom.  It is a smooth transition from a downward transition to an uptrend.  The most important part is that it was a rounded approach.  There is resistance at this point.  If it gets thought it, it looks pretty good.

west coast forestry
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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$74.560
Owned Owned
Unknown

TOP PICK
West Fraser Timber(WFT-T) 

September 7, 2017

It is the biggest in Canada and the second biggest in the US after Weyerhaeuser (WY-N).  Over the years they now have over 43% of their productive assets in the US.  They have a 6.7 price to cash flow ratio and a great balance sheet.  As the forth largest city in the US gets rebuilt they will be needed.  (Analysts’ target: $70.50).

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It is the biggest in Canada and the second biggest in the US after Weyerhaeuser (WY-N).  Over the years they now have over 43% of their productive assets in the US.  They have a 6.7 price to cash flow ratio and a great balance sheet.  As the forth largest city in the US gets rebuilt they will be needed.  (Analysts’ target: $70.50).

west coast forestry
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$62.910
Owned Owned
Yes

COMMENT
West Fraser Timber(WFT-T) 

February 28, 2017

Lumber stocks have had a good run. SPF prices have gone to $375, which is absolutely insane. Most analysts are factoring in $300 lumber prices, so a $375 lumber price means there is going to be a lot of upward revision which would potentially be positive for this company. He has avoided the space because of the uncertainty around the softwood lumber agreement. It is hard to get a handle on how that is going to shake out, especially with the Trump administration. There is also the potential of some negative backlash from the border adjustment tax. Until there is clarity, this is a space he wants to avoid for the time being. This is a very good company. The largest lumber producer in North America and have very good assets. However, their assets are primarily located in Canada. You could consider Interfor (IFP-T) whose majority of sawmills are in the US and they sell domestically. It could also be a take-out candidate given its size and its ideal positioning in the US south east.

west coast forestry
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Lumber stocks have had a good run. SPF prices have gone to $375, which is absolutely insane. Most analysts are factoring in $300 lumber prices, so a $375 lumber price means there is going to be a lot of upward revision which would potentially be positive for this company. He has avoided the space because of the uncertainty around the softwood lumber agreement. It is hard to get a handle on how that is going to shake out, especially with the Trump administration. There is also the potential of some negative backlash from the border adjustment tax. Until there is clarity, this is a space he wants to avoid for the time being. This is a very good company. The largest lumber producer in North America and have very good assets. However, their assets are primarily located in Canada. You could consider Interfor (IFP-T) whose majority of sawmills are in the US and they sell domestically. It could also be a take-out candidate given its size and its ideal positioning in the US south east.

west coast forestry
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Veeral Khatri

Partner an, JC Clark...

Price Price
$55.130
Owned Owned
No

COMMENT
West Fraser Timber(WFT-T) 

December 23, 2016

Still a little concerned on software lumber. When Donald Trump takes office, he thinks he is looking to negate a couple of trade deals, and this is probably the easiest one to step on.

west coast forestry
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Still a little concerned on software lumber. When Donald Trump takes office, he thinks he is looking to negate a couple of trade deals, and this is probably the easiest one to step on.

west coast forestry
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$48.470
Owned Owned
No

COMMENT
West Fraser Timber(WFT-T) 

October 14, 2016

This has exceptional seasonality in a different way, both on the upside from the middle of October until April, and the downside from April until October. This year has been a little different because of what is happening with the softwood lumber agreement. The agreement is up in the air and we don’t know what is going to happen. He would want to see the results of the agreement before making any recommendation.

west coast forestry
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This has exceptional seasonality in a different way, both on the upside from the middle of October until April, and the downside from April until October. This year has been a little different because of what is happening with the softwood lumber agreement. The agreement is up in the air and we don’t know what is going to happen. He would want to see the results of the agreement before making any recommendation.

west coast forestry
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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$39.210
Owned Owned
Unknown

COMMENT
West Fraser Timber(WFT-T) 

September 27, 2016

Had owned this as a play on US housing, until he discovered just how much of the US housing is not wood, but concrete. A high-quality company, so if you are going to make that bet, it is probably the best pick. There is an ongoing softwood lumber issue which has some implications, and generates some uncertainty. Also, the US has gotten really good at growing their own timber and meeting the demands themselves.

west coast forestry
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Had owned this as a play on US housing, until he discovered just how much of the US housing is not wood, but concrete. A high-quality company, so if you are going to make that bet, it is probably the best pick. There is an ongoing softwood lumber issue which has some implications, and generates some uncertainty. Also, the US has gotten really good at growing their own timber and meeting the demands themselves.

west coast forestry
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Michael Decter

President , Lawrence Decter Inve...

Price Price
$40.380
Owned Owned
No

HOLD

He is a little concerned on lumber stocks. It looks again like they are not getting a deal with the US on softwood. That’s a bit of a problem. Housing starts in the US looks fine, and the Cdn$ down is more of a positive. They just reported, and had bad numbers, but it wasn’t on the lumber side, it was more on the pulp operations.

west coast forestry
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He is a little concerned on lumber stocks. It looks again like they are not getting a deal with the US on softwood. That’s a bit of a problem. Housing starts in the US looks fine, and the Cdn$ down is more of a positive. They just reported, and had bad numbers, but it wasn’t on the lumber side, it was more on the pulp operations.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$43.850
Owned Owned
No

COMMENT

He likes timber stocks. Doesn’t own this, but it is certainly showing up on his screens at these levels. Housing cycles tend to be very long, and we have had a very good one since 2008. This stock is worth a good look at these prices.

west coast forestry
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He likes timber stocks. Doesn’t own this, but it is certainly showing up on his screens at these levels. Housing cycles tend to be very long, and we have had a very good one since 2008. This stock is worth a good look at these prices.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$40.500
Owned Owned
No

WAIT

Forest products in Canada have double seasonality.  From early March to beginning of October they move lower.  Buy then.

west coast forestry
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Forest products in Canada have double seasonality.  From early March to beginning of October they move lower.  Buy then.

west coast forestry
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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$37.120
Owned Owned
Unknown

HOLD

The stock looks quite good here. The only thing you need to concern yourself with is when it comes across areas where it has gone up and then come back down and then got stuck back up there again. It is now in an area where it has had problems getting through. If you were putting a Stop on this, it would be at $40.

west coast forestry
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The stock looks quite good here. The only thing you need to concern yourself with is when it comes across areas where it has gone up and then come back down and then got stuck back up there again. It is now in an area where it has had problems getting through. If you were putting a Stop on this, it would be at $40.

west coast forestry
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$44.520
Owned Owned
Unknown

COMMENT

Forestry? His go to name in this sector is always this one. When he looked at it this winter, it wasn’t cheap enough. It’s all right on Fair Market Value and will make lots of money over the next couple of years when the US housing market recovers.

west coast forestry
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Forestry? His go to name in this sector is always this one. When he looked at it this winter, it wasn’t cheap enough. It’s all right on Fair Market Value and will make lots of money over the next couple of years when the US housing market recovers.

west coast forestry
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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$44.380
Owned Owned
No

BUY on WEAKNESS
West Fraser Timber(WFT-T) 

April 28, 2016

(Market Call Minute.) Lumber stocks have lagged a little, and with US housing looking better, he would say this is a Buy on weakness.

west coast forestry
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(Market Call Minute.) Lumber stocks have lagged a little, and with US housing looking better, he would say this is a Buy on weakness.

west coast forestry
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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$39.880
Owned Owned
Unknown

COMMENT
West Fraser Timber(WFT-T) 

April 21, 2016

A good company. With a lot of stocks in the commodity area, timing is very, very key when you are buying. Over the last 5 years, this has done quite well as we have gone from very depressed lumber prices to very good prices. With the slight pull down in China and Chinese growth, exports into China have slowed down. He expects we get back into rising prices a year from now. Likes the stock at this point.

west coast forestry
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A good company. With a lot of stocks in the commodity area, timing is very, very key when you are buying. Over the last 5 years, this has done quite well as we have gone from very depressed lumber prices to very good prices. With the slight pull down in China and Chinese growth, exports into China have slowed down. He expects we get back into rising prices a year from now. Likes the stock at this point.

west coast forestry
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Alex Ruus

Portfolio , Arrow Capital Manage...

Price Price
$42.490
Owned Owned
Unknown

DON'T BUY
West Fraser Timber(WFT-T) 

February 29, 2016

When looking at the timber sector, you want to look at some corollary investment that moves along with it. In this case, you want to track the housing sector, and if that is not doing well, timber stocks tend to not do well. Housing has not done well. We are getting late in the trade for this. Chart is showing a little bit of support, but it may be a dead cat bounce. Not something he would be entering into.

west coast forestry
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When looking at the timber sector, you want to look at some corollary investment that moves along with it. In this case, you want to track the housing sector, and if that is not doing well, timber stocks tend to not do well. Housing has not done well. We are getting late in the trade for this. Chart is showing a little bit of support, but it may be a dead cat bounce. Not something he would be entering into.

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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$41.830
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

November 30, 2015

Lumber stocks are amazing.  Double seasonality.  Mid to end of Oct until Jan or to April.  Negative seasonality for the rest of the year.  The seasonal trade clicked in on time this year.  Technicals look good.  You have to love this stock.

west coast forestry
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Lumber stocks are amazing.  Double seasonality.  Mid to end of Oct until Jan or to April.  Negative seasonality for the rest of the year.  The seasonal trade clicked in on time this year.  Technicals look good.  You have to love this stock.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$54.820
Owned Owned
Unknown

DON'T BUY
West Fraser Timber(WFT-T) 

October 1, 2015

He is not rushing back to the sector because lumber is still going down.  There will be a time because the US housing market still remains okay.

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He is not rushing back to the sector because lumber is still going down.  There will be a time because the US housing market still remains okay.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$41.130
Owned Owned
No

HOLD
West Fraser Timber(WFT-T) 

September 25, 2015

This had an extremely good run until the last few months when lumber prices have been off. It is down quite a bit from its peak. This is the largest and lowest cost lumber producer in North America. It is also in pulp and paper and that is where the potential upside is. He likes the long-term outlook for US housing starts, but you have to be patient on it.

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This had an extremely good run until the last few months when lumber prices have been off. It is down quite a bit from its peak. This is the largest and lowest cost lumber producer in North America. It is also in pulp and paper and that is where the potential upside is. He likes the long-term outlook for US housing starts, but you have to be patient on it.

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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$47.920
Owned Owned
No

COMMENT
West Fraser Timber(WFT-T) 

September 1, 2015

Something to keep in mind with respect to these timber companies is that timber cycles tend to be long ones, and housing recoveries, like we are seeing in the US, tend to go on for a number of years. There has always been a dispute on importing Canadian lumber into the US, so our price advantage is not all that great when you look at just the foreign exchange component. If you are looking out a few years, this is not a bad one to look at.

west coast forestry
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Something to keep in mind with respect to these timber companies is that timber cycles tend to be long ones, and housing recoveries, like we are seeing in the US, tend to go on for a number of years. There has always been a dispute on importing Canadian lumber into the US, so our price advantage is not all that great when you look at just the foreign exchange component. If you are looking out a few years, this is not a bad one to look at.

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Michael Sprung

President, Sprung Investment Ma...

Price Price
$49.180
Owned Owned
Unknown

DON'T BUY
West Fraser Timber(WFT-T) 

August 10, 2015

Housing starts in the US have turned and are stronger, but sales to China have turned down.  Forward estimates on lumber prices are based on too high of a commodity price.

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Housing starts in the US have turned and are stronger, but sales to China have turned down.  Forward estimates on lumber prices are based on too high of a commodity price.

west coast forestry
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$57.010
Owned Owned
No

DON'T BUY
West Fraser Timber(WFT-T) 

August 5, 2015

The 2 big catalysts for lumber stocks was the US and China. Feels lumber prices are ahead of where they should be. The US is starting to pick up a little. This would not be his timing to get into it now. China has lots of growth problems which doesn’t help. Canadian housing is seeing a slowdown in Alberta and Saskatchewan.

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The 2 big catalysts for lumber stocks was the US and China. Feels lumber prices are ahead of where they should be. The US is starting to pick up a little. This would not be his timing to get into it now. China has lots of growth problems which doesn’t help. Canadian housing is seeing a slowdown in Alberta and Saskatchewan.

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John Wilson

CEO; Co-CI, Sprott Asset Managem...

Price Price
$57.940
Owned Owned
No

COMMENT

Was positive on the lumber sector about a year ago, and then various things happened. The Russian ruble went into the tank, so timber became much more competitive. Also, slowdowns in China. On the US side, we are coming to a point where the housing sector is really going to run, so thinks the forest product stocks in general in Canada are probably worth looking at. Timing is probably good for the stocks.

west coast forestry
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Was positive on the lumber sector about a year ago, and then various things happened. The Russian ruble went into the tank, so timber became much more competitive. Also, slowdowns in China. On the US side, we are coming to a point where the housing sector is really going to run, so thinks the forest product stocks in general in Canada are probably worth looking at. Timing is probably good for the stocks.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$57.550
Owned Owned
Unknown

COMMENT

This company has a big market in Asia and the Asia market rolled over. A very difficult business to be in. Over the last 2 years, they were expensive. They are now coming back into that territory. You really want to buy them when they are almost bankrupt, and then you are kind of rolling the dice that they make it through. This is an extremely high quality company. He hasn’t figured out the dollar figure for an entry point yet. This would be his favourite name in this sector.

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This company has a big market in Asia and the Asia market rolled over. A very difficult business to be in. Over the last 2 years, they were expensive. They are now coming back into that territory. You really want to buy them when they are almost bankrupt, and then you are kind of rolling the dice that they make it through. This is an extremely high quality company. He hasn’t figured out the dollar figure for an entry point yet. This would be his favourite name in this sector.

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Bill Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$56.880
Owned Owned
No

COMMENT
West Fraser Timber(WFT-T) 

April 10, 2015

This is a tricky area. He is not in the forest products side at all, but watching it closely. The real problem is that the demand for various parts of their business, both lumber and logs, tends to fluctuate. For a while Asians were big buyers of logs, but that has fallen off because the Russians are cutting prices. Also, US housing starts have been on-again off-again. He is reasonably convinced that the US housing starts are going to start to show the kind of growth that he expected a few years ago.

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This is a tricky area. He is not in the forest products side at all, but watching it closely. The real problem is that the demand for various parts of their business, both lumber and logs, tends to fluctuate. For a while Asians were big buyers of logs, but that has fallen off because the Russians are cutting prices. Also, US housing starts have been on-again off-again. He is reasonably convinced that the US housing starts are going to start to show the kind of growth that he expected a few years ago.

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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$61.560
Owned Owned
No

COMMENT

Largest producer of lumber in BC. They are going to benefit from a low Cdn$. The company is also investing quite a bit in operations over the next few years, to modernize their sawmills. That is supposed to be driving 20%-30% EBITDA growth over the next few years.

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Largest producer of lumber in BC. They are going to benefit from a low Cdn$. The company is also investing quite a bit in operations over the next few years, to modernize their sawmills. That is supposed to be driving 20%-30% EBITDA growth over the next few years.

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Genevieve Roch-

Portfolio , LDIC Inc. ...

Price Price
$60.490
Owned Owned
Yes

WATCH
West Fraser Timber(WFT-T) 

March 26, 2015

Move from Energy to Timber?  You are moving from one cyclical to another but the factors are different.  It is related to US housing and some Chinese buying.  WFT-T is his favourite.  He is looking to reenter it.

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Move from Energy to Timber?  You are moving from one cyclical to another but the factors are different.  It is related to US housing and some Chinese buying.  WFT-T is his favourite.  He is looking to reenter it.

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Jeff Young

Co-CEO & C, NexGen Financial...

Price Price
$65.310
Owned Owned
Unknown

HOLD
West Fraser Timber(WFT-T) 

February 24, 2015

The reason to own this is if you believe the US housing market is normalizing and will show more growth, the Canadian housing market continues to show good growth along with demand from Asia. He sees potential for these companies to show more growth. The Cdn$ is dropping, which makes the price of lumber more attractive. There is potential for rising dividends. A good place to be.

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The reason to own this is if you believe the US housing market is normalizing and will show more growth, the Canadian housing market continues to show good growth along with demand from Asia. He sees potential for these companies to show more growth. The Cdn$ is dropping, which makes the price of lumber more attractive. There is potential for rising dividends. A good place to be.

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Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$73.300
Owned Owned
No

COMMENT
West Fraser Timber(WFT-T) 

February 17, 2015

He likes the lumber industry overall, but prefers Western Forest Products (WEF-T) or Interfor Corp (IFP-T). This is one of the largest Canadian lumber producers with operations in BC, Alberta as well as the US south. Conservatively run business and a strong balance sheet. There is perhaps more upside and more chance of an M&A activity in some of the smaller capitalization lumber companies,. This also has some pulp exposure.

west coast forestry
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He likes the lumber industry overall, but prefers Western Forest Products (WEF-T) or Interfor Corp (IFP-T). This is one of the largest Canadian lumber producers with operations in BC, Alberta as well as the US south. Conservatively run business and a strong balance sheet. There is perhaps more upside and more chance of an M&A activity in some of the smaller capitalization lumber companies,. This also has some pulp exposure.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$74.570
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

February 4, 2015

Really likes the company.  He doesn’t do a lot of resource stocks, but this is a solid company, one of the best in the sector.  It is safer than others in the sector.  The sector is going to be okay.  It is cheap enough that you can still make money after the bounce.  As a sector play you don’t get much better than this one.

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Really likes the company.  He doesn’t do a lot of resource stocks, but this is a solid company, one of the best in the sector.  It is safer than others in the sector.  The sector is going to be okay.  It is cheap enough that you can still make money after the bounce.  As a sector play you don’t get much better than this one.

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Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$72.410
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

September 26, 2014

Thinks the whole sector is surprisingly positive, but he doesn’t know why.  When he looks at lumber over the long term, it is one of the few commodities that is basing.  There is no sign of a top with WFT-T.  He thinks it will go surprisingly higher.

west coast forestry
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Thinks the whole sector is surprisingly positive, but he doesn’t know why.  When he looks at lumber over the long term, it is one of the few commodities that is basing.  There is no sign of a top with WFT-T.  He thinks it will go surprisingly higher.

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Bill Carrigan

Technical , Getting Technical In...

Price Price
$53.980
Owned Owned
Unknown

TOP PICK

The largest lumber stock and so the safest.  The most advanced mills, so will help with operating costs.  Diversified geographically in North America.  Stand to generate significant cash flow when lumber prices go up, but could go sideways for a while.

west coast forestry
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The largest lumber stock and so the safest.  The most advanced mills, so will help with operating costs.  Diversified geographically in North America.  Stand to generate significant cash flow when lumber prices go up, but could go sideways for a while.

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Rob Stabile

Portfolio , LDIC Inc...

Price Price
$50.180
Owned Owned
Yes

COMMENT

Had a nice run last year and early this year. Lumber is seasonally weak over the summer, and they try to get things going before the winter comes on. We are probably still seeing signs in the US that housing starts are okay. This is probably okay.

west coast forestry
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Had a nice run last year and early this year. Lumber is seasonally weak over the summer, and they try to get things going before the winter comes on. We are probably still seeing signs in the US that housing starts are okay. This is probably okay.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$49.510
Owned Owned
No

DON'T BUY

You can expect another leg up in US housing.  Lumber is still oversupplied right now.  He doesn’t own any of them right now.  Likes US housing, but prefers playing through US financials.  He has TCN-T and HD-N also.

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You can expect another leg up in US housing.  Lumber is still oversupplied right now.  He doesn’t own any of them right now.  Likes US housing, but prefers playing through US financials.  He has TCN-T and HD-N also.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$48.830
Owned Owned
No

SELL
West Fraser Timber(WFT-T) 

April 28, 2014

(Market Call Minute) Let it go for a while.  Doesn’t like how lumber is acting right now.  It is ahead of itself.

west coast forestry
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(Market Call Minute) Let it go for a while.  Doesn’t like how lumber is acting right now.  It is ahead of itself.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$49.650
Owned Owned
No

HOLD
West Fraser Timber(WFT-T) 

April 17, 2014

Looking at the dollar weighted trading price to see where most volume occurs, it is $45 even. It bounced off there a few days ago. The next support level is around $41. He would use $45 as a support level and would continue to Hold the stock right now.

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Looking at the dollar weighted trading price to see where most volume occurs, it is $45 even. It bounced off there a few days ago. The next support level is around $41. He would use $45 as a support level and would continue to Hold the stock right now.

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Jeff Parent B.

VP & Portf, Castlemoore Inc....

Price Price
$48.100
Owned Owned
Unknown

WAIT
West Fraser Timber(WFT-T) 

March 24, 2014

He sold a similar one because the housing had had a good start in the US and he took profits. He likes US housing long term. He may repurchase one of these in the future.
west coast forestry
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He sold a similar one because the housing had had a good start in the US and he took profits. He likes US housing long term. He may repurchase one of these in the future.
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$50.770
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

February 6, 2014

He got out too early.  There is a supply issue in the US.  They bought 65K board feet of lumber in 2005 and then it dropped to 40k a couple of years later.  There were problems in Quebec and Vancouver so now supply is short.  If American demand goes up there is simply just not enough supply.  He is not into the forest stocks because there are so many empty houses in the US right now. 

west coast forestry
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He got out too early.  There is a supply issue in the US.  They bought 65K board feet of lumber in 2005 and then it dropped to 40k a couple of years later.  There were problems in Quebec and Vancouver so now supply is short.  If American demand goes up there is simply just not enough supply.  He is not into the forest stocks because there are so many empty houses in the US right now. 

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Teal Linde

Portfolio , Linde Equity Report...

Price Price
$55.500
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

January 23, 2014

Falling Cdn$ has been a tailwind for all the lumber companies. The bigger story is that we are in a slow improving housing market in the US. He doesn’t expect it to boom, but just generally get better. Supply is still relatively restrained in North America. There has been lots of money made already and he would encourage you to identify an exit price in the event these things roll over.

west coast forestry
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Falling Cdn$ has been a tailwind for all the lumber companies. The bigger story is that we are in a slow improving housing market in the US. He doesn’t expect it to boom, but just generally get better. Supply is still relatively restrained in North America. There has been lots of money made already and he would encourage you to identify an exit price in the event these things roll over.

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David Burrows

President , Barometer Capital Ma...

Price Price
$58.800
Owned Owned
No

HOLD
West Fraser Timber(WFT-T) 

January 16, 2014

Stay the course.  Directly tied to US housing recovery.  The US sector is massive.  There are so few attractive alternatives.  It is well positioned and there is support in the fund flow into this one. 

west coast forestry
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Stay the course.  Directly tied to US housing recovery.  The US sector is massive.  There are so few attractive alternatives.  It is well positioned and there is support in the fund flow into this one. 

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Paul Taylor

CIO, Funda, BMO Asset Management...

Price Price
$57.440
Owned Owned
Unknown

SELL
West Fraser Timber(WFT-T) 

January 2, 2014

Has good earnings momentum behind it and if housing continues to be very good then there will be more for 2014.  The bad news is that when you look at forest products, they are always the cheapest when they are expensive.  You have to look at price to book.  You should sell them when price to book is too high.  It is early but soon you should he taking your profits. 

west coast forestry
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Has good earnings momentum behind it and if housing continues to be very good then there will be more for 2014.  The bad news is that when you look at forest products, they are always the cheapest when they are expensive.  You have to look at price to book.  You should sell them when price to book is too high.  It is early but soon you should he taking your profits. 

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$100.870
Owned Owned
Unknown

COMMENT
West Fraser Timber(WFT-T) 

December 11, 2013

Just announced a 2-for-1 stock split. Feels we are in a very positive timber cycle right now, particularly with US housing beginning to pick up. These cycles tend to go for years. You could wait for a pullback, but over the next few years, timber stocks in general are going to do very well.

west coast forestry
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Just announced a 2-for-1 stock split. Feels we are in a very positive timber cycle right now, particularly with US housing beginning to pick up. These cycles tend to go for years. You could wait for a pullback, but over the next few years, timber stocks in general are going to do very well.

west coast forestry
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$97.210
Owned Owned
No

BUY on WEAKNESS
West Fraser Timber(WFT-T) 

November 29, 2013

All these stocks have come under some pressure. Housing stocks have pulled back as well. Feels that the US housing story is still intact. Forest products in general look fine. Sold some of his holdings of this recently, but would look to buy back into the mid to low $80s.

west coast forestry
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All these stocks have come under some pressure. Housing stocks have pulled back as well. Feels that the US housing story is still intact. Forest products in general look fine. Sold some of his holdings of this recently, but would look to buy back into the mid to low $80s.

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$93.800
Owned Owned
Yes

BUY
West Fraser Timber(WFT-T) 

November 25, 2013

Biggest guy in the business.  Buying on the 200 day average is probably a good idea but in the long run the timing is irrelevant.  If you are a short term investor then you look out for it.

west coast forestry
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Biggest guy in the business.  Buying on the 200 day average is probably a good idea but in the long run the timing is irrelevant.  If you are a short term investor then you look out for it.

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Norman Levine

Managing D, Portfolio Management...

Price Price
$90.810
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

October 25, 2013

This is the season for lumber and homebuilding stocks to do well. Technically, the chart shows a rising bottom coming up towards the flat line. If it breaks above, you are looking forward to it going much higher.

west coast forestry
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This is the season for lumber and homebuilding stocks to do well. Technically, the chart shows a rising bottom coming up towards the flat line. If it breaks above, you are looking forward to it going much higher.

west coast forestry
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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$89.590
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

September 5, 2013

These are great companies to own.  Lumber is benefiting from a recovering housing industry and there is also a shortage of lumber because it is getting shipped to China and then there is the Pine Beetle that will affects lumber for a couple of years.  Not overvalued.

west coast forestry
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These are great companies to own.  Lumber is benefiting from a recovering housing industry and there is also a shortage of lumber because it is getting shipped to China and then there is the Pine Beetle that will affects lumber for a couple of years.  Not overvalued.

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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$85.890
Owned Owned
No

WAIT

Had a huge beat on the earnings today, but thinks there is further pullback coming.  Be careful with lumber stocks.  He thinks the housing sector is rolling over.

west coast forestry
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Had a huge beat on the earnings today, but thinks there is further pullback coming.  Be careful with lumber stocks.  He thinks the housing sector is rolling over.

west coast forestry
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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$90.350
Owned Owned
Unknown

HOLD

This one has a lot more room to go. These companies are just starting to move now. If you don’t have a full position, you could Buy more.

west coast forestry
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This one has a lot more room to go. These companies are just starting to move now. If you don’t have a full position, you could Buy more.

west coast forestry
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Michael Bowman

Portfolio , Wickham Investment M...

Price Price
$84.590
Owned Owned
Unknown

BUY on WEAKNESS

Low $70’s, such as $74 would be a comfortable entry point for him.

west coast forestry
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Low $70’s, such as $74 would be a comfortable entry point for him.

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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$77.370
Owned Owned
Unknown

SELL
West Fraser Timber(WFT-T) 

April 12, 2013

This is one of the most seasonal trades. It bottoms around the middle of October and usually peaks around this time of year. During the last 2 weeks, the stock is starting to show some signs of underperformance, relative to the Toronto market. It is also below its 20 day moving average. Historically, the seasonal trade ends April 15 so if you own, now would be the time to take profits.

west coast forestry
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This is one of the most seasonal trades. It bottoms around the middle of October and usually peaks around this time of year. During the last 2 weeks, the stock is starting to show some signs of underperformance, relative to the Toronto market. It is also below its 20 day moving average. Historically, the seasonal trade ends April 15 so if you own, now would be the time to take profits.

west coast forestry
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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$83.730
Owned Owned
Unknown

BUY on WEAKNESS
West Fraser Timber(WFT-T) 

February 25, 2013

Loves the lumber stocks but they have had a good run. On a pull back of roughly 10%, he would be a buyer of Canfor (CFP-T), International Forest Products (IFP.A-T) or this one.

west coast forestry
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Loves the lumber stocks but they have had a good run. On a pull back of roughly 10%, he would be a buyer of Canfor (CFP-T), International Forest Products (IFP.A-T) or this one.

west coast forestry
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$80.650
Owned Owned
No

HOLD
West Fraser Timber(WFT-T) 

January 29, 2013

US housing starts continue to surprise on the upside so outlook for lumber remains good and pulp not too bad. His target on this is in the low $80’s.

west coast forestry
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US housing starts continue to surprise on the upside so outlook for lumber remains good and pulp not too bad. His target on this is in the low $80’s.

west coast forestry
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Nick Majendie

Director &, Scotia Wealth Manage...

Price Price
$80.780
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

January 7, 2013

This group has had a good run and it does appear there is improvement taking place in the US housing market and lumber pricing is moving along with it. This is a higher risk position, so you want to have a Stop on it.

west coast forestry
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This group has had a good run and it does appear there is improvement taking place in the US housing market and lumber pricing is moving along with it. This is a higher risk position, so you want to have a Stop on it.

west coast forestry
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David Burrows

President , Barometer Capital Ma...

Price Price
$75.000
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

December 31, 2012

Seasonal period is from Mid Oct until end of Feb and then another spurt into April.  You have a winner here. 

west coast forestry
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Seasonal period is from Mid Oct until end of Feb and then another spurt into April.  You have a winner here. 

west coast forestry
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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$70.050
Owned Owned
Unknown

DON'T BUY
West Fraser Timber(WFT-T) 

December 28, 2012

Had a great year but doesn’t think this is a great entry point. He has been in the stock for about 6 months and has a small remnant remaining. Neutral on the stock. Often, in January, the winners from the prior year have a little hiccup. If there was a 10%-15% pullback he would get interested again.

west coast forestry
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Had a great year but doesn’t think this is a great entry point. He has been in the stock for about 6 months and has a small remnant remaining. Neutral on the stock. Often, in January, the winners from the prior year have a little hiccup. If there was a 10%-15% pullback he would get interested again.

west coast forestry
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James Hodgins

Chief Inve, Curvature Hedge Stra...

Price Price
$71.730
Owned Owned
Yes

HOLD
West Fraser Timber(WFT-T) 

December 17, 2012

Has had a heck of a run. Largest lumber company globally. Would like to see the price dropped to $65. Price of lumber is projected to go up substantially during the next several years because some of the lumber capacity has been shut down. Also, looking at Canfor (CFP-T).

west coast forestry
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Has had a heck of a run. Largest lumber company globally. Would like to see the price dropped to $65. Price of lumber is projected to go up substantially during the next several years because some of the lumber capacity has been shut down. Also, looking at Canfor (CFP-T).

west coast forestry
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Peter Brieger

Chairman &, GlobeInvestment Capi...

Price Price
$70.180
Owned Owned
No

COMMENT
West Fraser Timber(WFT-T) 

December 14, 2012

Housing recovery in the US is very real right now. The one issue with BC based lumber companies is the pine beetle, which is very serious. If you own, consider taking some profits.

west coast forestry
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Housing recovery in the US is very real right now. The one issue with BC based lumber companies is the pine beetle, which is very serious. If you own, consider taking some profits.

west coast forestry
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Fabrice Taylor

Publisher, The President's Club...

Price Price
$70.640
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

November 21, 2012

All the timber stocks have been on a roll.  Reacting positively to a housing recovery in the US.  If there is a pullback he would certainly jump in, but you don’t have to wait for a pullback even.

west coast forestry
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All the timber stocks have been on a roll.  Reacting positively to a housing recovery in the US.  If there is a pullback he would certainly jump in, but you don’t have to wait for a pullback even.

west coast forestry
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Michael Sprung

President, Sprung Investment Ma...

Price Price
$9.660
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

November 6, 2012

You want to buy this stock right around the end of October and take some profits in April. This particular security is breaking through a multiyear high, which is even better. Technicals are very much in tune in this case.

west coast forestry
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You want to buy this stock right around the end of October and take some profits in April. This particular security is breaking through a multiyear high, which is even better. Technicals are very much in tune in this case.

west coast forestry
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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$63.100
Owned Owned
Unknown

COMMENT
West Fraser Timber(WFT-T) 

October 31, 2012

Lumber stocks tend to do very well at this time of year. This is also the time of the year when the housing industry does extremely well. It will be interesting to see if it can get through $63. If you don’t own, wait for it to go through $62.60 and if it does that on good volume, that would be a Buy.

west coast forestry
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Lumber stocks tend to do very well at this time of year. This is also the time of the year when the housing industry does extremely well. It will be interesting to see if it can get through $63. If you don’t own, wait for it to go through $62.60 and if it does that on good volume, that would be a Buy.

west coast forestry
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Brooke Thackray

Research A, Horizons ETFs (Canad...

Price Price
$60.490
Owned Owned
Unknown

DON'T BUY
West Fraser Timber(WFT-T) 

August 24, 2011

Biggest market for dimension lumber in the work is US housing market. Statistics on housing starts in US are dismal. Over built neighborhoods need to be used up. Well run company with good properties but they can’t control the commodity price. Lumber prices will start to take off when unsold homes in US are gobbled up next year.
west coast forestry
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Biggest market for dimension lumber in the work is US housing market. Statistics on housing starts in US are dismal. Over built neighborhoods need to be used up. Well run company with good properties but they can’t control the commodity price. Lumber prices will start to take off when unsold homes in US are gobbled up next year.
west coast forestry
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David Baskin

President, Baskin Wealth Manage...

Price Price
$42.290
Owned Owned
Unknown

DON'T BUY
Before dimension lumber can gain any momentum there has to be evidence that more homes will be built in the US. Inventory of unsold new homes has been declining somewhat but the number of new homes being sold is very low. There is also the political situation regarding softwood lumber.
west coast forestry
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Before dimension lumber can gain any momentum there has to be evidence that more homes will be built in the US. Inventory of unsold new homes has been declining somewhat but the number of new homes being sold is very low. There is also the political situation regarding softwood lumber.
west coast forestry
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David Baskin

President, Baskin Wealth Manage...

Price Price
$24.710
Owned Owned
Unknown

WAIT
West Fraser Timber(WFT-T) 

January 27, 2009

Forest product industry is dreadful looking but the best part of it is in BC. The ones you want to own would have strong management and strong balance sheets. This one fits the bill. When the downturn stops, this one will be one of the major beneficiaries.
west coast forestry
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Forest product industry is dreadful looking but the best part of it is in BC. The ones you want to own would have strong management and strong balance sheets. This one fits the bill. When the downturn stops, this one will be one of the major beneficiaries.
west coast forestry
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Norman Levine

Managing D, Portfolio Management...

Price Price
$28.710
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

December 7, 2006

Doesn’t own the shares, but owns the bonds. It’s a survivor. Acquired a bunch of mills in the Pacific south, which gives it geographical split.
west coast forestry
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Doesn’t own the shares, but owns the bonds. It’s a survivor. Acquired a bunch of mills in the Pacific south, which gives it geographical split.
west coast forestry
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Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$42.750
Owned Owned
Yes

HOLD
West Fraser Timber(WFT-T) 

September 5, 2006

The whole forest products area has gone through a difficult period. This is a very good operation. Will be a major beneficiary from the soft wood deal. It will be a major beneficiary when forestry improves.
west coast forestry
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The whole forest products area has gone through a difficult period. This is a very good operation. Will be a major beneficiary from the soft wood deal. It will be a major beneficiary when forestry improves.
west coast forestry
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Norman Levine

Managing D, Portfolio Management...

Price Price
$37.000
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

August 22, 2006

US housing slowdown has had a big affect on all the lumber producers. Also, this is a seasonally low period. He is warm towards West Coast producers because an agreement will be announced on softwood lumber any time now.
west coast forestry
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US housing slowdown has had a big affect on all the lumber producers. Also, this is a seasonally low period. He is warm towards West Coast producers because an agreement will be announced on softwood lumber any time now.
west coast forestry
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Norman Levine

Managing D, Portfolio Management...

Price Price
$38.010
Owned Owned
Unknown

DON'T BUY
Longer term, excellent management, great assets. Made an acquisition that gave them a lot of synergies. Unfortunately, they are still dependent on the price of lumber. Housing starts are rolling over because of concerns of interest on the housing market.
west coast forestry
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Longer term, excellent management, great assets. Made an acquisition that gave them a lot of synergies. Unfortunately, they are still dependent on the price of lumber. Housing starts are rolling over because of concerns of interest on the housing market.
west coast forestry
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Fred Pynn

Portfolio , Bissett Investment M...

Price Price
$38.370
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

March 30, 2006

He likes lumber (not pulp and paper) companies. If the softwood lumber deal gets done these companies are going to do well.
west coast forestry
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He likes lumber (not pulp and paper) companies. If the softwood lumber deal gets done these companies are going to do well.
west coast forestry
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Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$41.750
Owned Owned
Unknown

DON'T BUY
West Fraser Timber(WFT-T) 

March 16, 2006

West Fraser Timber would benefit from the settling of the softwood lumber dispute and the Canadian dollar not increasing. It is not likely that these two events will happen soon.
west coast forestry
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West Fraser Timber would benefit from the settling of the softwood lumber dispute and the Canadian dollar not increasing. It is not likely that these two events will happen soon.
west coast forestry
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$40.110
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

November 10, 2005

Down at the moment, but a fabulous company for the longer term.
west coast forestry
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Down at the moment, but a fabulous company for the longer term.
west coast forestry
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0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$40.200
Owned Owned
Yes

PAST TOP PICK
West Fraser Timber(WFT-T) 

November 8, 2005

(A Top Pick Sept 8/05. Down 14%.) Thought this was a reasonable pick in the forestry area because they're not pulp and paper. The entire industry has been absolutely battered. Probably undervalued now.
west coast forestry
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(A Top Pick Sept 8/05. Down 14%.) Thought this was a reasonable pick in the forestry area because they're not pulp and paper. The entire industry has been absolutely battered. Probably undervalued now.
west coast forestry
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$40.100
Owned Owned
Yes

BUY
West Fraser Timber(WFT-T) 

September 27, 2005

Near a 52 week low. Very solid company, so a reasonable point to go in. Would prefer other sectors.
west coast forestry
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Near a 52 week low. Very solid company, so a reasonable point to go in. Would prefer other sectors.
west coast forestry
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0 comments
Michael Smedley

Exec VP & , Morgan Meighan & Ass...

Price Price
$43.500
Owned Owned
Yes

BUY
West Fraser Timber(WFT-T) 

September 19, 2005

A very good, well run company. Because of the hurricane, you should see a lot more demand.
west coast forestry
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A very good, well run company. Because of the hurricane, you should see a lot more demand.
west coast forestry
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0 comments
Paul Harris, CF

Portfolio , Avenue Investment Ma...

Price Price
$46.520
Owned Owned
No

TOP PICK
West Fraser Timber(WFT-T) 

September 8, 2005

There's going to be a tremendous demand for plywood, strandboard and 2X4's to rebuild Mississippi and Louisiana. Cheap.
west coast forestry
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There's going to be a tremendous demand for plywood, strandboard and 2X4's to rebuild Mississippi and Louisiana. Cheap.
west coast forestry
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$46.800
Owned Owned
Yes

TOP PICK
Stock has been selling off on worries of the housing market. Has sold off quite sharply in the last 3 months. Likes where their assets are situated. Not a lot of pulp exposure. Very cheap.
west coast forestry
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Stock has been selling off on worries of the housing market. Has sold off quite sharply in the last 3 months. Likes where their assets are situated. Not a lot of pulp exposure. Very cheap.
west coast forestry
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$44.200
Owned Owned
Yes

DON'T BUY
Came in with about $0.99 on earnings in the last quarter. Sensitive to commodities. A lot of people are worried about US housing which would affect the stock.
west coast forestry
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Came in with about $0.99 on earnings in the last quarter. Sensitive to commodities. A lot of people are worried about US housing which would affect the stock.
west coast forestry
0 0 0 0 0
0 comments
Gordon Higgins,

Vice Presi, Sentry Select Capita...

Price Price
$44.310
Owned Owned
No

TOP PICK
West Fraser Timber(WFT-T) 

April 11, 2005

Likes this company mainly for its timber on the ground and that it's mostly a lumber company more than a pulp and paper company. Prefers western Canada companies over eastern. Has some compelling value to it. There's a big bonus if the softwood lumber war is ever concluded.
west coast forestry
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Likes this company mainly for its timber on the ground and that it's mostly a lumber company more than a pulp and paper company. Prefers western Canada companies over eastern. Has some compelling value to it. There's a big bonus if the softwood lumber war is ever concluded.
west coast forestry
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0 comments
David Baskin

President, Baskin Wealth Manage...

Price Price
$51.400
Owned Owned
Yes

HOLD
West Fraser Timber(WFT-T) 

March 17, 2005

Q: Sell? A: A sector that is very much out of favour, but looking at the stock, it's trading at a PE of only 10 times in spite of the fact of duties and countervailing duties. If that ever gets sorted out the Canadian lumber industry can really make a lot of money. A very strongly run company.
west coast forestry
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Q: Sell? A: A sector that is very much out of favour, but looking at the stock, it's trading at a PE of only 10 times in spite of the fact of duties and countervailing duties. If that ever gets sorted out the Canadian lumber industry can really make a lot of money. A very strongly run company.
west coast forestry
0 0 0 0 0
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Ray Steele

Vice Presi, Mavrix Fund Manageme...

Price Price
$53.500
Owned Owned
Unknown

TOP PICK
West Fraser Timber(WFT-T) 

January 14, 2005

3rd largest lumber producer in North America. Selling at single digit multiples on an earnings basis. Generating significant amounts of cash flow. Clean balance sheet. Good management. If they got the tarriffs back from the softwood lumber dispute, it would amount to $4 a share which is not factored into the price.
west coast forestry
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3rd largest lumber producer in North America. Selling at single digit multiples on an earnings basis. Generating significant amounts of cash flow. Clean balance sheet. Good management. If they got the tarriffs back from the softwood lumber dispute, it would amount to $4 a share which is not factored into the price.
west coast forestry
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0 comments
Scott Morrison

Senior Por, Empire Financial Gro...

Price Price
$45.120
Owned Owned
Yes

HOLD
West Fraser Timber(WFT-T) 

November 29, 2004

Stock has dropped because lumber prices have come off as well as making a major acquisition which has created dilution. Stronger Cdn$ has hurt as wood products are sold in US$'s.
west coast forestry
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Stock has dropped because lumber prices have come off as well as making a major acquisition which has created dilution. Stronger Cdn$ has hurt as wood products are sold in US$'s.
west coast forestry
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0 comments
Norman Levine

Managing D, Portfolio Management...

Price Price
$43.230
Owned Owned
No

BUY
West Fraser Timber(WFT-T) 

October 15, 2004

Prefers over Abitibi. One of the better timber companies.
west coast forestry
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Prefers over Abitibi. One of the better timber companies.
west coast forestry
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0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$49.220
Owned Owned
No

TOP PICK
West Fraser Timber(WFT-T) 

September 14, 2004

Recently bought Welwood. Both are low cost produceers of lumber. Feels that housing starts will continue to do well.
west coast forestry
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Recently bought Welwood. Both are low cost produceers of lumber. Feels that housing starts will continue to do well.
west coast forestry
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0 comments
Ian Nakamoto

Director o, MacDougall, MacDouga...

Price Price
$53.750
Owned Owned
Yes

DON'T BUY
Not bullish on pulp and paper or lumber.
west coast forestry
0 0 0 0 0
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Not bullish on pulp and paper or lumber.
west coast forestry
0 0 0 0 0
0 comments
Glenn MacNeill,

CIO & Sr. , Lawrence Asset Manag...

Price Price
$32.610
Owned Owned
Unknown

BUY
West Fraser Timber(WFT-T) 

January 31, 2001

Very optimistic. With interest rates dropping, stock prices will rise
west coast forestry
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0 comments
Very optimistic. With interest rates dropping, stock prices will rise
west coast forestry
0 0 0 0 0
0 comments
Malvin Spooner

Chairman a, Mavrix Fund Manageme...

Price Price
$29.500
Owned Owned
Unknown

STRONG BUY
West Fraser Timber(WFT-T) 

October 31, 2000

Long term. Well run, but short term, timber is down Low $20's a good entry
west coast forestry
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Long term. Well run, but short term, timber is down Low $20's a good entry
west coast forestry
0 0 0 0 0
0 comments
Robert Lyon

Senior. Vi, AGF Funds Inc....

Price Price
$28.000
Owned Owned
Unknown

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