Canfor Pulp Products

CFX-T

Analysis and Opinions about CFX-T

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
April 15, 2011
Has an excellent yield of 7.7%, which he feels they can maintain. Likes to buy in the $14 range.
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Has an excellent yield of 7.7%, which he feels they can maintain. Likes to buy in the $14 range.
PAST TOP PICK
PAST TOP PICK
April 13, 2011
(A Top Pick April 22/10. Up 47.99%.) Still a Buy.
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(A Top Pick April 22/10. Up 47.99%.) Still a Buy.
BUY
BUY
April 7, 2011
Pulp is in strong demand. Because of consolidation over the last few years, supply is relatively tight. Yield will probably be very strong over the next year.
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Pulp is in strong demand. Because of consolidation over the last few years, supply is relatively tight. Yield will probably be very strong over the next year.
HOLD
HOLD
March 29, 2011
Hold it for the yield. Doesn’t know if you will get much more growth in it. It has a strong headwind with the Canadian dollar as strong as it is. He would lighten it at this point. Payout is relatively safe in here.
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Hold it for the yield. Doesn’t know if you will get much more growth in it. It has a strong headwind with the Canadian dollar as strong as it is. He would lighten it at this point. Payout is relatively safe in here.
HOLD
HOLD
February 7, 2011
This will be more directed to the Asian market over time. Good dividend and doesn’t think it’s in jeopardy.
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This will be more directed to the Asian market over time. Good dividend and doesn’t think it’s in jeopardy.
STRONG BUY
STRONG BUY
February 3, 2011
Really likes it. Pulp is in big demand. Trimmed their very high distribution to a dividend but still paying close to 10%.
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Really likes it. Pulp is in big demand. Trimmed their very high distribution to a dividend but still paying close to 10%.
HOLD
HOLD
January 28, 2011
People are starting to get optimistic about forest product sector. Hasn’t been a particularly a good performer and the pricing has not been very good. When looking at the FMV, they don’t jump out. Trading at around 1.5X Book and it’s alright.
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People are starting to get optimistic about forest product sector. Hasn’t been a particularly a good performer and the pricing has not been very good. When looking at the FMV, they don’t jump out. Trading at around 1.5X Book and it’s alright.
BUY
BUY
January 25, 2011
A great cash flow producer. Surprisingly the pulp and paper sector has been performing pretty well. Not sure how much upside there is in this one, but there is a nice yield. He thinks prices will be pretty firm in the near term.
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A great cash flow producer. Surprisingly the pulp and paper sector has been performing pretty well. Not sure how much upside there is in this one, but there is a nice yield. He thinks prices will be pretty firm in the near term.
BUY
BUY
January 4, 2011
Lumber. This is a good contrarian field. It came back a little bit but it could have a long way to run. He is not buying but would see why people would be and if they choose two or three this would be one. It’s a bit rich for his blood. He would prefer one that had not run quite as far.
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Lumber. This is a good contrarian field. It came back a little bit but it could have a long way to run. He is not buying but would see why people would be and if they choose two or three this would be one. It’s a bit rich for his blood. He would prefer one that had not run quite as far.
COMMENT
COMMENT
December 2, 2010
Pulp. Great assets in B.C. Pulp prices peaked around August and day’s inventory has been increasing. Pulp is cyclical so he plays it cautiously. Outlook is positive but he feels pulp prices may have peaked. 19% yield. If you own, consider taking profits.
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Pulp. Great assets in B.C. Pulp prices peaked around August and day’s inventory has been increasing. Pulp is cyclical so he plays it cautiously. Outlook is positive but he feels pulp prices may have peaked. 19% yield. If you own, consider taking profits.
DON'T BUY
DON'T BUY
November 9, 2010
Doesn’t follow this but world is moving away from paper to on-line publishing. Bearish on the paper industry long term. 19% dividend.
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Doesn’t follow this but world is moving away from paper to on-line publishing. Bearish on the paper industry long term. 19% dividend.
HOLD
HOLD
October 4, 2010
Increasing distributions by $.25 a month through to December but will be going quarterly after that so there will be a hiatus before the next payment. Pulp prices have been very strong and more capacity has come on than was expected so pulp prices could dip. Wait to see what emerges.
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Increasing distributions by $.25 a month through to December but will be going quarterly after that so there will be a hiatus before the next payment. Pulp prices have been very strong and more capacity has come on than was expected so pulp prices could dip. Wait to see what emerges.
HOLD
HOLD
September 28, 2010
Been some questions over the summer as to any inventory build in pulp and weakness in pulp prices but appear to be hanging in. Pays a very strong yield and not impossible that they will pay a special distribution.
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Canfor Pulp Products (CFX-T)
September 28, 2010
Been some questions over the summer as to any inventory build in pulp and weakness in pulp prices but appear to be hanging in. Pays a very strong yield and not impossible that they will pay a special distribution.
DON'T BUY
DON'T BUY
September 10, 2010
Pulp prices have been coming down but this was off of record prices. Pulp inventories are gradually increasing. Coming off the best times so things might slow.
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Canfor Pulp Products (CFX-T)
September 10, 2010
Pulp prices have been coming down but this was off of record prices. Pulp inventories are gradually increasing. Coming off the best times so things might slow.
HOLD
HOLD
August 26, 2010
Increased distributions from $.12 monthly to $.20 and more recently $.22. Appear to be earning $.40 a month so distribution should be secure. Unit prices soft because of fear of a softening in the economy. If you feel economy is going off a cliff, don't buy. (He doesn't!) 19.1% yield
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Increased distributions from $.12 monthly to $.20 and more recently $.22. Appear to be earning $.40 a month so distribution should be secure. Unit prices soft because of fear of a softening in the economy. If you feel economy is going off a cliff, don't buy. (He doesn't!) 19.1% yield
Showing 31 to 45 of 61 entries