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Investor Insights

This summary was created by AI, based on 1 opinions in the last 12 months.

Canfor Pulp Products is seen as a name to consider over the next 3-5 years. Despite the stocks being hit during the pandemic, there is an overall interest due to government support for new home builds. However, the renovation market may face challenges due to people's ability to spend. Overall, the company is viewed as an interesting investment option for the future.

Consensus
Positive
Valuation
Undervalued
DON'T BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

CFX has been on a steady downtrend. Revenue has been in decline over the last two years, free cash flow has gone negative and it has been operating at a net loss since 2019. Debt has been increasing as well and net debt is now at $87.4M. The industry is quite cyclical so in an upturn, CFX will do better. It is tough to be patient here and fundmentals have meaningully deteriorated over the years while the company has not done a good job in creating shareholder value historically. We are comforable letting go of this one. 
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Forestry
WAIT

A name to consider over the next 3-5 years. Overall, an interesting place to be looking, though stocks have been hit so much since the pandemic heyday. Governments are pushing new home builds, and that should help prop up the market. The renovation market will be impeded by people's ability to spend.

Forestry
DON'T BUY

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Re: upcoming mil closures: The closing is expected by 1Q end, but costs may slip into Q2 depending on exact timing of layoffs. Other than severance, a lot of costs will be non-cash. CFX has about 1,300 employees, so close to 25% are being impacted. The charge could be $20M+, but that is still not hugely material compared with average cash flow. 
With its small size, weak liquidity, no dividend and cyclicality, we do think there are better names to look at. 
It also has not created much shareholder value in its existence.  Unlock Premium - Try 5i Free

Forestry
SELL

Seasonally, forest product stocks have a history of reaching a peak around the 3rd week in April. This year is no different. Probably an opportunity to take some money off table.

Forestry
DON'T BUY

CFP-T vs. CFX-T. CFP-T has more leverage to building products. He prefers it over CFX-T. He does not invest in pulp.

Forestry
PAST TOP PICK

(A Top Pick April 22/14. Up 36.7%.) One of the largest softwood pulp producers globally. It is a play on the growing middle class of India and China. Benefiting from a weak Cdn$. Have a strong balance sheet with net cash. Expecting they are going to generate $1.50-$2 in free cash flow, which will lead to all kinds of opportunities for them.

Forestry
TOP PICK

A large producer of softwood pulp in North America which goes into producing things like tissue paper, etc. Benefiting from current strong pulp prices and a weak Cdn$. Thinks it is going to generate a very significant amount of free cash flow over the next couple of years, in excess of $1 a share. Yield of 1.86% and there is a very strong possibility that this will be increased significantly over the next 12-18 months.

Forestry
BUY ON WEAKNESS

This one can be traded. On May 22/13 to June 24/13 there was a dip in the stock price. Pulp is cyclical. If there is any kind of questionable growth or volatility in the market, you will see this one suffer a little bit of a downdraft.

Forestry
BUY

Just reinstated their dividend last quarter because results have been better on the pulp side. Clearly the dividend will be able to grow. Also, could be a takeout candidate by Canfor Corp (CFP-T), their parent.

Forestry
DON'T BUY

Doesn’t think they look for too much out of the pulp side of the business. It’s mainly lumber. If you are going to play anything in this area he would prefer you do Canfor (CFP-T) directly.

Forestry
BUY

This one has been basing on the price chart for the last little while. Market seems to be hardening up a little bit for pulp prices. Thinks this one can probably go higher over the next couple of months. Wouldn’t be hard to see $13-$14 on this.

Forestry
DON'T BUY

Had a wonderful run from 2010 up to about $18 but unfortunately it turned around and now is in a major downtrend. Not making any kind of a base.

Forestry
SELL

Producer of an industrial product and Chinese dictate demand. Price is whacked. You might want to lock in any capital losses.

Forestry
DON'T BUY

There is a big price war so margins keep coming down. In the last week or so, inventories have come down a little bit so there has been a slight pause. He finds value elsewhere.

Forestry
HOLD
Lumber companies depend on the US housing market. If you can look past the value to when things start to pick up, this could be one that does OK. He is not in this sector right now but the ducks are starting to line up.
Forestry
Showing 1 to 15 of 64 entries

Canfor Pulp Products(CFX-T) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 1

Total Signals / Votes : 1

Stockchase rating for Canfor Pulp Products 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.

Canfor Pulp Products(CFX-T) Frequently Asked Questions

What is Canfor Pulp Products stock symbol?

Canfor Pulp Products is a Canadian stock, trading under the symbol CFX-T on the Toronto Stock Exchange (CFX-CT). It is usually referred to as TSX:CFX or CFX-T

Is Canfor Pulp Products a buy or a sell?

In the last year, 1 stock analyst published opinions about CFX-T. 0 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Canfor Pulp Products.

Is Canfor Pulp Products a good investment or a top pick?

Canfor Pulp Products was recommended as a Top Pick by on . Read the latest stock experts ratings for Canfor Pulp Products.

Why is Canfor Pulp Products 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 Canfor Pulp Products worth watching?

1 stock analyst on Stockchase covered Canfor Pulp Products In the last year. It is a trending stock that is worth watching.

What is Canfor Pulp Products stock price?

On 2024-07-19, Canfor Pulp Products (CFX-T) stock closed at a price of $1.03.