Western Forest Products Inc.

WEF-T

TSE:WEF

2.25
0.02 (0.67%)
Western Forest Products Inc. is a Canadian lumber company based in Vancouver, British Columbia, Canada.
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Analysis and Opinions about WEF-T

Signal
Opinion
Expert
Chart
TOP PICK
TOP PICK
February 27, 2019
A new addition in his portfolio. It is large dimensional timber, with markets offshore. It has a good yield with exposure to a good management team and no debt. Yield 4.95% (Analysts’ price target is $2.53)
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A new addition in his portfolio. It is large dimensional timber, with markets offshore. It has a good yield with exposure to a good management team and no debt. Yield 4.95% (Analysts’ price target is $2.53)
Ryan Bushell
Price
$1.860
Owned
Yes
HOLD
HOLD
February 20, 2019
They have no debt, it pays a good dividend and the stock is cheap he thinks. However, they are in a very volatile sector and people are worried about the housing market. He likes it as a hold. Yield 5%.
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They have no debt, it pays a good dividend and the stock is cheap he thinks. However, they are in a very volatile sector and people are worried about the housing market. He likes it as a hold. Yield 5%.
Peter Hodson
Price
$1.870
Owned
Unknown
BUY
BUY
February 14, 2019

Forestry stocks have had a rough ride in the last 6 months. They turned first before the market. They have now gotten quite cheap. It is quiet cheap here and the balance sheet is fine. Their yield is good and quite well supported. It is a small long for him.

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Forestry stocks have had a rough ride in the last 6 months. They turned first before the market. They have now gotten quite cheap. It is quiet cheap here and the balance sheet is fine. Their yield is good and quite well supported. It is a small long for him.

Jason Mann
Price
$1.900
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
January 17, 2019
They are more into cedar and it is not a commodity. A slowdown in the economy will cause reduced cedar usage. In the $2 range it is very attractive.
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They are more into cedar and it is not a commodity. A slowdown in the economy will cause reduced cedar usage. In the $2 range it is very attractive.
COMMENT
COMMENT
January 11, 2019

NTR or WEF? He would prefer NTR-T as he believes it will eventually be back to making money. He thinks deforestation is one of the biggest contributors to greenhouse gas emissions. There is only so much arable land and thinks NTR-T will benefit the most.

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NTR or WEF? He would prefer NTR-T as he believes it will eventually be back to making money. He thinks deforestation is one of the biggest contributors to greenhouse gas emissions. There is only so much arable land and thinks NTR-T will benefit the most.

Fabrice Taylor
Price
$2.020
Owned
_N/A
PARTIAL BUY
PARTIAL BUY
January 11, 2019
Got really hammered in the sell-off. It's likely trading at far below its book value. He doesn't think the US housing slowdown will be as long as others believe. Good value, though it's too speculative for him. Dividend is 4.5%. This got tossed out with the bathwater. Hold or add to it here.
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Got really hammered in the sell-off. It's likely trading at far below its book value. He doesn't think the US housing slowdown will be as long as others believe. Good value, though it's too speculative for him. Dividend is 4.5%. This got tossed out with the bathwater. Hold or add to it here.
HOLD
HOLD
November 15, 2018
It moves on housing starts and lumber prices. If you are okay with the sector then it is okay within the sector. Nice dividend, nice balance sheet. You have to play it around in terms of the cycle itself. You will make money if you hold it for the next cycle.
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It moves on housing starts and lumber prices. If you are okay with the sector then it is okay within the sector. Nice dividend, nice balance sheet. You have to play it around in terms of the cycle itself. You will make money if you hold it for the next cycle.
Peter Hodson
Price
$1.900
Owned
Unknown
BUY
BUY
October 25, 2018

It's not time to give up. Lumber prices have been falling just like the stock. If you take a look at housing construction, the chart looks just like this. This is the seasonal period when all these sectors tend to pick up. This is a good opportunity.

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It's not time to give up. Lumber prices have been falling just like the stock. If you take a look at housing construction, the chart looks just like this. This is the seasonal period when all these sectors tend to pick up. This is a good opportunity.

Brooke Thackray
Price
$1.840
Owned
Unknown
DON'T BUY
DON'T BUY
October 9, 2018

He would be cautious on any of these forest plays. The easy money was made in the first half of the year. Many of these positions are just unwinding very fast. It could be a falling knife.

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He would be cautious on any of these forest plays. The easy money was made in the first half of the year. Many of these positions are just unwinding very fast. It could be a falling knife.

James Telfser
Price
$1.960
Owned
No
SELL
SELL
August 28, 2018

Range-bound and had a nice run. Looks like it's falling back to $2.

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Range-bound and had a nice run. Looks like it's falling back to $2.

Elliott Fishman
Price
$2.390
Owned
Unknown
DON'T BUY
DON'T BUY
July 23, 2018

It had a seasonal period earlier this year into March. Now, we're at a floor of $2.50. It's outside seasonality now. Could be a time to exit.

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It had a seasonal period earlier this year into March. Now, we're at a floor of $2.50. It's outside seasonality now. Could be a time to exit.

Brooke Thackray
Price
$2.520
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
April 13, 2018

(A Top Pick January 23/17 Up 57%). They are building a business out west and selling into the US and Asian markets. They are broadening their business, adding a distribution centre in the US. It is over a $1 billion market cap. It is a core position and he hopes it can double from here. He feels they have cornered the clear cedar market.

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(A Top Pick January 23/17 Up 57%). They are building a business out west and selling into the US and Asian markets. They are broadening their business, adding a distribution centre in the US. It is over a $1 billion market cap. It is a core position and he hopes it can double from here. He feels they have cornered the clear cedar market.

TOP PICK
TOP PICK
March 1, 2018

The tariffs are already out there and the NAFTA risk is already priced in. They know how to deal with it. They have exposure to a lot of things that are working right now. They have exposure to economic growth. They are making moves to up their efficiencies. (Analysts’ target: $3.22).

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The tariffs are already out there and the NAFTA risk is already priced in. They know how to deal with it. They have exposure to a lot of things that are working right now. They have exposure to economic growth. They are making moves to up their efficiencies. (Analysts’ target: $3.22).

Ryan Modesto
Price
$2.710
Owned
No
COMMENT
COMMENT
January 15, 2018

The key factor for this company is that the US housing market is booming, housing is recovering, and housing starts are still way below where they need to be. All the forest product stocks have done very, very well. Sometime down the road there will be a settlement with the US and the tariffs will drop and the stock will pick up again.

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The key factor for this company is that the US housing market is booming, housing is recovering, and housing starts are still way below where they need to be. All the forest product stocks have done very, very well. Sometime down the road there will be a settlement with the US and the tariffs will drop and the stock will pick up again.

Bruce Murray
Price
$2.720
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
January 5, 2018

(A Top Pick Feb 21/17. Up 23%.) He still thinks this is a great opportunity. There appears to have been a break out in the US House Builders index. There is certainly a built-up in housing demand for the 25 to 35 year olds.

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(A Top Pick Feb 21/17. Up 23%.) He still thinks this is a great opportunity. There appears to have been a break out in the US House Builders index. There is certainly a built-up in housing demand for the 25 to 35 year olds.

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