Canfor Corp

CFP-T

TSE:CFP

16.79
0.32 (1.94%)
Canfor Corporation is a Canadian integrated forest products company based in Vancouver, British Columbia.
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Analysis and Opinions about CFP-T

Signal
Opinion
Expert
BUY
BUY
October 4, 2013

This space is very cyclical and very volatile. Where we are now in the cycle, this is a good place to get exposure. They can generate a tremendous amount of cash flow.

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Canfor Corp (CFP-T)
October 4, 2013

This space is very cyclical and very volatile. Where we are now in the cycle, this is a good place to get exposure. They can generate a tremendous amount of cash flow.

TOP PICK
TOP PICK
October 3, 2013

Warmed up to housing play some time ago. This is the premium participation in the area. Risks would be if 2-5 year interest rates started to go up. There is a pent up demand for new housing.

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Canfor Corp (CFP-T)
October 3, 2013

Warmed up to housing play some time ago. This is the premium participation in the area. Risks would be if 2-5 year interest rates started to go up. There is a pent up demand for new housing.

TOP PICK
TOP PICK
August 27, 2013

He sees a continuing recovery in US housing. There is huge pent-up demand from “cellar dwellers”, kids that lived with their parents and setting up for a down payment. There is also immigration demand. Also, there is growing demand in China and Japan. He sees a continuation of the boom out to 2015-2016. Target price of $26 in 12 months.

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Canfor Corp (CFP-T)
August 27, 2013

He sees a continuing recovery in US housing. There is huge pent-up demand from “cellar dwellers”, kids that lived with their parents and setting up for a down payment. There is also immigration demand. Also, there is growing demand in China and Japan. He sees a continuation of the boom out to 2015-2016. Target price of $26 in 12 months.

TOP PICK
TOP PICK
July 22, 2013

2nd largest lumber company in North America. Likes its exposure to the US housing market which he feels will rise from 950,000 up to 1,500,000 over the next several years.

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Canfor Corp (CFP-T)
July 22, 2013

2nd largest lumber company in North America. Likes its exposure to the US housing market which he feels will rise from 950,000 up to 1,500,000 over the next several years.

BUY
BUY
July 16, 2013

Canadian softwood is really ideal for construction and there really isn’t any competition. A better name would be West Fraser (WFT-T) but this one is a good name. A good way to play the housing trade.

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Canfor Corp (CFP-T)
July 16, 2013

Canadian softwood is really ideal for construction and there really isn’t any competition. A better name would be West Fraser (WFT-T) but this one is a good name. A good way to play the housing trade.

BUY
BUY
July 8, 2013

Seems to have support at its current level. The longer-term trend line is fairly intact. It momentarily blipped through the $17.50 or so level but it seems to be holding that. Probably not a bad entry point. If it breaks the $17.50 area, be careful because there’s not a lot of support until you get way down to the $13 area.

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Canfor Corp (CFP-T)
July 8, 2013

Seems to have support at its current level. The longer-term trend line is fairly intact. It momentarily blipped through the $17.50 or so level but it seems to be holding that. Probably not a bad entry point. If it breaks the $17.50 area, be careful because there’s not a lot of support until you get way down to the $13 area.

TOP PICK
TOP PICK
June 24, 2013

Predicated more on US growth than China. If demand for housing picks up to a million and a half housing starts, this will be the driver. China could be a surprise in addition.

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Canfor Corp (CFP-T)
June 24, 2013

Predicated more on US growth than China. If demand for housing picks up to a million and a half housing starts, this will be the driver. China could be a surprise in addition.

BUY
BUY
May 28, 2013

As a leading North American paper and forestry product, he thinks there is upside in this name. Has North American exposure which means they are directly tied to both the Cdn and US housing sector. Housing continues to be built in the US which is creating a lot of demand for forestry products.

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Canfor Corp (CFP-T)
May 28, 2013

As a leading North American paper and forestry product, he thinks there is upside in this name. Has North American exposure which means they are directly tied to both the Cdn and US housing sector. Housing continues to be built in the US which is creating a lot of demand for forestry products.

BUY WEAKNESS
BUY WEAKNESS
April 29, 2013

He is pre-disposed to the housing trade. Likes the lumber trade in general. Likes the bigger players. You could buy on a pull back in the group.

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Canfor Corp (CFP-T)
April 29, 2013

He is pre-disposed to the housing trade. Likes the lumber trade in general. Likes the bigger players. You could buy on a pull back in the group.

PAST TOP PICK
PAST TOP PICK
April 16, 2013

(A Top Pick March 27/12. Up 62.99%.) Sold his holdings in the last couple of months and switched his money into Interfor (?) another Canadian lumber company.

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Canfor Corp (CFP-T)
April 16, 2013

(A Top Pick March 27/12. Up 62.99%.) Sold his holdings in the last couple of months and switched his money into Interfor (?) another Canadian lumber company.

BUY
BUY
January 22, 2013

Because of some of the structure there will continue to be a tightness in OSB (oriented strand board) markets and demand will drive this for the next 12-24 months.

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Canfor Corp (CFP-T)
January 22, 2013

Because of some of the structure there will continue to be a tightness in OSB (oriented strand board) markets and demand will drive this for the next 12-24 months.

COMMENT
COMMENT
January 18, 2013

Forest stocks are all riding a real burst of optimism, particularly in the housing market. This one is not cheap. Be aware that you are kind of riding closer to the speculative end of the valuation spectrum.

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Canfor Corp (CFP-T)
January 18, 2013

Forest stocks are all riding a real burst of optimism, particularly in the housing market. This one is not cheap. Be aware that you are kind of riding closer to the speculative end of the valuation spectrum.

WEAK BUY
WEAK BUY
August 29, 2012

He is warm towards lumber stocks right now. (See Top Picks.)

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Canfor Corp (CFP-T)
August 29, 2012

He is warm towards lumber stocks right now. (See Top Picks.)

TOP PICK
TOP PICK
March 27, 2012
Great way to participate in improving fundamentals in the lumber industry over the next couple of years. Increasing demand for lumber from China and US housing. Also pine beetle in BC will increase demand for CFP’s lumber.
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Canfor Corp (CFP-T)
March 27, 2012
Great way to participate in improving fundamentals in the lumber industry over the next couple of years. Increasing demand for lumber from China and US housing. Also pine beetle in BC will increase demand for CFP’s lumber.
COMMENT
COMMENT
February 17, 2011
He has a model price of $6.77. Like all cyclicals, the stock has moved before the fundamentals, which is not what he does so he doesn’t have a position.
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Canfor Corp (CFP-T)
February 17, 2011
He has a model price of $6.77. Like all cyclicals, the stock has moved before the fundamentals, which is not what he does so he doesn’t have a position.
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