Canfor Pulp Products

CFX-T

Analysis and Opinions about CFX-T

Signal
Opinion
Expert
HOLD
HOLD
January 20, 2012
Yielding about 11%. Thought was that the payout was cut but months have gone by and it has not been cut. The price of pulp has been coming down, but stabilized recently. Thinks it will be ok even if it cuts its payout.
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Yielding about 11%. Thought was that the payout was cut but months have gone by and it has not been cut. The price of pulp has been coming down, but stabilized recently. Thinks it will be ok even if it cuts its payout.
BUY
BUY
January 10, 2012
They might be rising from the dead. He is convinced this is not a dead company. They survived the downturn. Has a fabulous yield of 13%, which doesn’t seem to be in danger. Low debt.
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They might be rising from the dead. He is convinced this is not a dead company. They survived the downturn. Has a fabulous yield of 13%, which doesn’t seem to be in danger. Low debt.
DON'T BUY
DON'T BUY
January 5, 2012
Their fortunes are dependent on the price of pulp and recently the price has been a little bit weak. Some of the Chinese pricing has been backing off. He is not sure that commodities are going to be the place to target this year. He would like to see a trade through the 200 day moving average first.
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Their fortunes are dependent on the price of pulp and recently the price has been a little bit weak. Some of the Chinese pricing has been backing off. He is not sure that commodities are going to be the place to target this year. He would like to see a trade through the 200 day moving average first.
WAIT
WAIT
January 4, 2012
Has come off sharply because of a drop in pulp prices. Very volatile trader. BMO reduced its target today. Pulp prices are starting to bottom. CFX has low debt and does not have to shut at a low price point. Thinks they will see an increase in prices this year although they may go a little lower. Have not set the dividend for the year and it might get cut back a bit.
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Has come off sharply because of a drop in pulp prices. Very volatile trader. BMO reduced its target today. Pulp prices are starting to bottom. CFX has low debt and does not have to shut at a low price point. Thinks they will see an increase in prices this year although they may go a little lower. Have not set the dividend for the year and it might get cut back a bit.
DON'T BUY
DON'T BUY
November 29, 2011
Economically sensitive. There is some question around pricing for this company and their distribution is dependent on strong pricing.
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Economically sensitive. There is some question around pricing for this company and their distribution is dependent on strong pricing.
BUY WEAKNESS
BUY WEAKNESS
November 15, 2011
Done nothing but trend downwards since summer. In seasonality we are getting into a firmer part. It should take off from the November low. Buy about $11
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Done nothing but trend downwards since summer. In seasonality we are getting into a firmer part. It should take off from the November low. Buy about $11
COMMENT
COMMENT
November 7, 2011
High yield of about 11% or so and paying out about 100% of what it earns, which is a little bit of concern for him. Last quarter was a little light because of lower pulp prices.
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High yield of about 11% or so and paying out about 100% of what it earns, which is a little bit of concern for him. Last quarter was a little light because of lower pulp prices.
HOLD
HOLD
October 3, 2011
14% high-yield creates fear as they feel something must be wrong. Pulp prices have come off, but not as much percentagewise as what the stock has come off. Feels it is overdone.
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14% high-yield creates fear as they feel something must be wrong. Pulp prices have come off, but not as much percentagewise as what the stock has come off. Feels it is overdone.
HOLD
HOLD
September 13, 2011
Pulp prices have been quite strong and distributions have been very good. Believes distribution is safe. But if you look at this summer, weakness in economy would wash over this company.
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Canfor Pulp Products (CFX-T)
September 13, 2011
Pulp prices have been quite strong and distributions have been very good. Believes distribution is safe. But if you look at this summer, weakness in economy would wash over this company.
DON'T BUY
DON'T BUY
August 24, 2011
Nothing company specific right now. He is not crazy about the pulp industry. Long-term future of the industry is lousy.
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Nothing company specific right now. He is not crazy about the pulp industry. Long-term future of the industry is lousy.
DON'T BUY
DON'T BUY
July 21, 2011
Forest products are doing fairly well but the market doesn’t care any more. It just doesn’t interest him.
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Forest products are doing fairly well but the market doesn’t care any more. It just doesn’t interest him.
BUY
BUY
June 28, 2011
Continues to be a core position. Has ability to raise prices if there is inflation in the system. Pulp has continued to be very strong. Will be able to continue to pay a good yield.
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Continues to be a core position. Has ability to raise prices if there is inflation in the system. Pulp has continued to be very strong. Will be able to continue to pay a good yield.
PAST TOP PICK
PAST TOP PICK
June 27, 2011
(A Top Pick June 11/10. Up 32.26%.) Paying a very healthy dividend and he expects they will continue earning this and paying it. Has been volatile. Current price is a good place to buy. Probably in the low $20's in 12 months. Pulp prices are strong because paper prices are strong. They are also selling a lot of electricity into the BC grid.
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(A Top Pick June 11/10. Up 32.26%.) Paying a very healthy dividend and he expects they will continue earning this and paying it. Has been volatile. Current price is a good place to buy. Probably in the low $20's in 12 months. Pulp prices are strong because paper prices are strong. They are also selling a lot of electricity into the BC grid.
PAST TOP PICK
PAST TOP PICK
May 18, 2011
(A Top Pick May 10/10. Up 28.24%.)
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(A Top Pick May 10/10. Up 28.24%.)
PAST TOP PICK
PAST TOP PICK
May 16, 2011
(A Top Pick April 22/10. Up 56.99%.) Still likes. Very good yield. Generates a lot of electricity, which goes into the grid. Currently a Hold.
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(A Top Pick April 22/10. Up 56.99%.) Still likes. Very good yield. Generates a lot of electricity, which goes into the grid. Currently a Hold.
Showing 16 to 30 of 61 entries