Weyerhaeuser Co

WY-N

Analysis and Opinions about WY-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 4, 2020

WY-N vs. IFP-T. WY-N often looks the most expensive at the bottom of the cycle. It does not have great momentum. It beat on the recent quarter. Its balance sheet is okay. He would prefer this to, for example, IFP-T. He would not buy either until earnings come in.

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WY-N vs. IFP-T. WY-N often looks the most expensive at the bottom of the cycle. It does not have great momentum. It beat on the recent quarter. Its balance sheet is okay. He would prefer this to, for example, IFP-T. He would not buy either until earnings come in.

DON'T BUY
DON'T BUY
January 13, 2020
A way to play interest rates. Huge, number one in lumber, owning 12 million acres of land across North America. Low interest rates and low unemployment drive their lumbers sales (more house sales). It comes down to the American consumer. There are better ways to play interest rates--bonds. WY is interesting, but he won't buy it.
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Weyerhaeuser Co (WY-N)
January 13, 2020
A way to play interest rates. Huge, number one in lumber, owning 12 million acres of land across North America. Low interest rates and low unemployment drive their lumbers sales (more house sales). It comes down to the American consumer. There are better ways to play interest rates--bonds. WY is interesting, but he won't buy it.
DON'T BUY
DON'T BUY
August 7, 2019
Technically structured as a REIT. A very diversified lumber play. Well established name, but just not a fight he would take on. The dividend is about 5%, which is decent, but may not overcome the fundamentals facing it. The housing market could be slowing, which could create headwinds. Yield 5.6%
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Weyerhaeuser Co (WY-N)
August 7, 2019
Technically structured as a REIT. A very diversified lumber play. Well established name, but just not a fight he would take on. The dividend is about 5%, which is decent, but may not overcome the fundamentals facing it. The housing market could be slowing, which could create headwinds. Yield 5.6%
COMMENT
COMMENT
June 9, 2017

A name that is leveraged to the strength in the global economy. Traditional timber morphing into value added products, etc., but at the end of the day in many cases, it is going to depend on a strong economy. There is also some concern about the state of global trade. He likes that it has a decent dividend yield. A little bit off the radar of most investors. A good hedge on inflation going forward.

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A name that is leveraged to the strength in the global economy. Traditional timber morphing into value added products, etc., but at the end of the day in many cases, it is going to depend on a strong economy. There is also some concern about the state of global trade. He likes that it has a decent dividend yield. A little bit off the radar of most investors. A good hedge on inflation going forward.

PAST TOP PICK
PAST TOP PICK
December 7, 2016

(A Top Pick June 16/16. Up 16.28%.) This is wood. It pays a 4% dividend. He wants exposure to the US housing market. The housing stock is way under historical averages.

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Weyerhaeuser Co (WY-N)
December 7, 2016

(A Top Pick June 16/16. Up 16.28%.) This is wood. It pays a 4% dividend. He wants exposure to the US housing market. The housing stock is way under historical averages.

BUY
BUY
October 24, 2016

Excellent company, high quality timber in North/South America, New Zealand and Australia. You want to hold for the long term as long as REIT regulations don’t change in the US.

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Weyerhaeuser Co (WY-N)
October 24, 2016

Excellent company, high quality timber in North/South America, New Zealand and Australia. You want to hold for the long term as long as REIT regulations don’t change in the US.

TOP PICK
TOP PICK
June 16, 2016

He is constructive on commodities and likes wood. This company has been working for years to get out of the unprofitable areas of wood. It’s timberland, wood, levered to housing and non-residential construction in the US.

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He is constructive on commodities and likes wood. This company has been working for years to get out of the unprofitable areas of wood. It’s timberland, wood, levered to housing and non-residential construction in the US.

PAST TOP PICK
PAST TOP PICK
October 7, 2014

(A Top Pick Jan 17/14. Up 5.9%.) Still likes the company. This was a bit of a unique situation because it is a lumber producer, timberlands and they also own a large US homebuilder. They were divesting that homebuilder and he thought it would give a bit of a lift to the stock. Still likes it.

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Weyerhaeuser Co (WY-N)
October 7, 2014

(A Top Pick Jan 17/14. Up 5.9%.) Still likes the company. This was a bit of a unique situation because it is a lumber producer, timberlands and they also own a large US homebuilder. They were divesting that homebuilder and he thought it would give a bit of a lift to the stock. Still likes it.

COMMENT
COMMENT
July 22, 2014

Would fall into the category of housing related stocks, and as US housing improves, this is poised to do very well. They own timber land, lumber business and oriented strand board. Doesn’t screen quite as cheaply as some of the Canadian lumber companies so he has focused on Canadian companies.

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Would fall into the category of housing related stocks, and as US housing improves, this is poised to do very well. They own timber land, lumber business and oriented strand board. Doesn’t screen quite as cheaply as some of the Canadian lumber companies so he has focused on Canadian companies.

BUY WEAKNESS
BUY WEAKNESS
July 2, 2014

Has a calculated NAV of roughly $36, and would look to buy at $29. Looking at forward earnings, free cash flow and some of the things they have done structurally, they are focused on one thing, being the largest owner of timber and forest land in North America. 2.7% dividend yield.

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Has a calculated NAV of roughly $36, and would look to buy at $29. Looking at forward earnings, free cash flow and some of the things they have done structurally, they are focused on one thing, being the largest owner of timber and forest land in North America. 2.7% dividend yield.

PAST TOP PICK
PAST TOP PICK
June 19, 2014

(Top Pick Jan 17/14, Up 0.81%) Waiting for the next leg in the US housing market. They are vertically integrated. One thing holding back the US housing market is the ability to qualify for mortgages. For those who went bankrupt in 2007, the 7 years to clean credit record is almost up.

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(Top Pick Jan 17/14, Up 0.81%) Waiting for the next leg in the US housing market. They are vertically integrated. One thing holding back the US housing market is the ability to qualify for mortgages. For those who went bankrupt in 2007, the 7 years to clean credit record is almost up.

TOP PICK
TOP PICK
January 17, 2014

A bit of a unique play, because they own a significant amount of timber lands in North America, largely in the US. Benefit when US housing starts continue to increase. On a valuation basis, it has not run as hard as some of the other lumber stocks. Dividend yield of 2.83%.

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Weyerhaeuser Co (WY-N)
January 17, 2014

A bit of a unique play, because they own a significant amount of timber lands in North America, largely in the US. Benefit when US housing starts continue to increase. On a valuation basis, it has not run as hard as some of the other lumber stocks. Dividend yield of 2.83%.

BUY
BUY
December 9, 2013

This is a leveraged play on the state of demand for housing in the US. Bear in mind that it is very, very operationally leveraged so if it starts to slow down it is not one you want to be in.

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Weyerhaeuser Co (WY-N)
December 9, 2013

This is a leveraged play on the state of demand for housing in the US. Bear in mind that it is very, very operationally leveraged so if it starts to slow down it is not one you want to be in.

COMMENT
COMMENT
November 6, 2013

If you are going to go forest products, he would prefer to focus on timber companies, as opposed to those with paper and cellulose exposure. Prefers International Forest Products (IFP.A-T) and others. There are a number of them that look quite attractive. This is a REIT as they took their assets and put them into a REIT format so the payout is going to be higher but he would prefer a lumber company. 3% yield.

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Weyerhaeuser Co (WY-N)
November 6, 2013

If you are going to go forest products, he would prefer to focus on timber companies, as opposed to those with paper and cellulose exposure. Prefers International Forest Products (IFP.A-T) and others. There are a number of them that look quite attractive. This is a REIT as they took their assets and put them into a REIT format so the payout is going to be higher but he would prefer a lumber company. 3% yield.

COMMENT
COMMENT
October 8, 2013

Owns, harvests and sells lumber. Has an OK dividend yield. Investors have piled into the housing market trade and a lot of these housing stocks are incredibly richly valued right now. New housing starts are still at a pretty subdued pace. Longer-term it will be a positive. But he doesn’t know if the 3% plus dividend yield is enough to keep investors involved.

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Weyerhaeuser Co (WY-N)
October 8, 2013

Owns, harvests and sells lumber. Has an OK dividend yield. Investors have piled into the housing market trade and a lot of these housing stocks are incredibly richly valued right now. New housing starts are still at a pretty subdued pace. Longer-term it will be a positive. But he doesn’t know if the 3% plus dividend yield is enough to keep investors involved.

Showing 1 to 15 of 27 entries

Weyerhaeuser Co(WY-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 2

Stockchase rating for Weyerhaeuser Co is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Weyerhaeuser Co(WY-N) Frequently Asked Questions

What is Weyerhaeuser Co stock symbol?

Weyerhaeuser Co is a American stock, trading under the symbol WY-N on the New York Stock Exchange (WY). It is usually referred to as NYSE:WY or WY-N

Is Weyerhaeuser Co a buy or a sell?

In the last year, 2 stock analysts published opinions about WY-N. 0 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for Weyerhaeuser Co.

Is Weyerhaeuser Co a good investment or a top pick?

Weyerhaeuser Co was recommended as a Top Pick by Jason Mann on 2020-06-04. Read the latest stock experts ratings for Weyerhaeuser Co.

Why is Weyerhaeuser Co stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Weyerhaeuser Co worth watching?

In the last year, there was no coverage of Weyerhaeuser Co published on Stockchase.

What is Weyerhaeuser Co stock price?

On 2020-12-02, Weyerhaeuser Co (WY-N) stock closed at a price of $28.89.