Acadian Timber Corp

ADN-T

Analysis and Opinions about ADN-T

Signal
Opinion
Expert
HOLD
HOLD
June 19, 2019
Lumber company with a good dividend and low payout ratio of 70%. The dividend looks safe. He does not expect a lot of capital returns. There are some cyclical risks with housing markets. There are 45% owned by Brookfield. A good income holding. Yield 6%
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Lumber company with a good dividend and low payout ratio of 70%. The dividend looks safe. He does not expect a lot of capital returns. There are some cyclical risks with housing markets. There are 45% owned by Brookfield. A good income holding. Yield 6%
DON'T BUY
DON'T BUY
November 21, 2018
They have assets in New Brunswick and Maine. A lot of the forestry stocks have experienced a downturn because of slowdown in US housing market. He likes West Fraser and Interfor.
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Acadian Timber Corp (ADN-T)
November 21, 2018
They have assets in New Brunswick and Maine. A lot of the forestry stocks have experienced a downturn because of slowdown in US housing market. He likes West Fraser and Interfor.
TOP PICK
TOP PICK
October 16, 2017

This gives you equity-like returns on assets like timber, that grows every single year. There are going to be big benefits from them if the US housing market continues to recover. When he does the math on their acreage and what the stock is trading at, it is undervalued by at least 20%. In the meantime, you have excellent returns. They have grown the dividend twice already in the past few years. On pullbacks this is one to own. Dividend yield of 5.8%. (Analysts’ price target is $19.)

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This gives you equity-like returns on assets like timber, that grows every single year. There are going to be big benefits from them if the US housing market continues to recover. When he does the math on their acreage and what the stock is trading at, it is undervalued by at least 20%. In the meantime, you have excellent returns. They have grown the dividend twice already in the past few years. On pullbacks this is one to own. Dividend yield of 5.8%. (Analysts’ price target is $19.)

COMMENT
COMMENT
March 1, 2017

The best buy in lumber? He is kind of avoiding materials right now. The only lumber material stock he owns is Acadian timber. They own trees in New Brunswick and Maine, with a good track record of increasing dividends. All the lumber stocks are at risk with what could happen with potential trade issues with the US, as well as softwood lumber duties that are in sight. If you have a long-term view, this is an excellent opportunity to get in.

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The best buy in lumber? He is kind of avoiding materials right now. The only lumber material stock he owns is Acadian timber. They own trees in New Brunswick and Maine, with a good track record of increasing dividends. All the lumber stocks are at risk with what could happen with potential trade issues with the US, as well as softwood lumber duties that are in sight. If you have a long-term view, this is an excellent opportunity to get in.

COMMENT
COMMENT
January 18, 2017

An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.

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An east coast company with a lot of resources. Unfortunately, they have the softwood trade dispute with the US which is causing uncertainty. It has a decent dividend and is a good little company. He would use a little caution as he has no idea what is going to happen with the trade dispute.

PAST TOP PICK
PAST TOP PICK
November 3, 2016

(A Top Pick Nov 23/15. Down 3.11%.) The only pure play in Canada that he knows of, that owns timber land. No capital expenditures whatsoever. The market is probably worried about the softwood lumber dispute.

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(A Top Pick Nov 23/15. Down 3.11%.) The only pure play in Canada that he knows of, that owns timber land. No capital expenditures whatsoever. The market is probably worried about the softwood lumber dispute.

COMMENT
COMMENT
November 2, 2016

A couple of years ago, the whole plan was to utilize their Brookfield relationship to expand and make acquisitions and make this a much bigger player. That has been slow to come to fruition, but is still very much possible in terms of what they could and could not do. Has some Eastern Canadian and US exposure. It depends largely on housing and construction, but with their Brookfield relationship, there is still plenty they can do. A patient, waiting game, but a nice little company while waiting.

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A couple of years ago, the whole plan was to utilize their Brookfield relationship to expand and make acquisitions and make this a much bigger player. That has been slow to come to fruition, but is still very much possible in terms of what they could and could not do. Has some Eastern Canadian and US exposure. It depends largely on housing and construction, but with their Brookfield relationship, there is still plenty they can do. A patient, waiting game, but a nice little company while waiting.

COMMENT
COMMENT
March 11, 2016

The most important thing in lumber is that it looks like they are going into another softwood lumber agreement. US Forest companies are big landowners and have a big lobby. We were saved last time, because Asia started importing a lot of our West Coast trees, so the company sort of skated on side. Asia is having its own problems right now, so figuring out what the volume should be, having a softwood lumber agreement on top of it, along with our low currency really impacts these companies as to what the probability is. It should be a great time for these types of businesses.

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The most important thing in lumber is that it looks like they are going into another softwood lumber agreement. US Forest companies are big landowners and have a big lobby. We were saved last time, because Asia started importing a lot of our West Coast trees, so the company sort of skated on side. Asia is having its own problems right now, so figuring out what the volume should be, having a softwood lumber agreement on top of it, along with our low currency really impacts these companies as to what the probability is. It should be a great time for these types of businesses.

HOLD
HOLD
November 26, 2015

We are in a sort of strong move right now for timber stocks. Chart is really nice showing a rounded bottom. There is a good chance it is going to make a little handle and form a “cup and handle”. If you own, continue to hold and see if it can break the high at around $21.

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Acadian Timber Corp (ADN-T)
November 26, 2015

We are in a sort of strong move right now for timber stocks. Chart is really nice showing a rounded bottom. There is a good chance it is going to make a little handle and form a “cup and handle”. If you own, continue to hold and see if it can break the high at around $21.

TOP PICK
TOP PICK
November 23, 2015

Brookfield owns 45%. The rumour has always been that at some point in time they want to grow this and make it a big company and maybe make it another Brookfield timber publicly traded entity. A good play on the US housing market. Dividend yield of 5.33%.

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Acadian Timber Corp (ADN-T)
November 23, 2015

Brookfield owns 45%. The rumour has always been that at some point in time they want to grow this and make it a big company and maybe make it another Brookfield timber publicly traded entity. A good play on the US housing market. Dividend yield of 5.33%.

COMMENT
COMMENT
November 9, 2015

He has owned it in the past. It is well run. They have timber assets in Eastern Canada. The upside is really figuring out how Brookfield will combine them with their own underlying timber operations over time.

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He has owned it in the past. It is well run. They have timber assets in Eastern Canada. The upside is really figuring out how Brookfield will combine them with their own underlying timber operations over time.

PAST TOP PICK
PAST TOP PICK
July 6, 2015

(A Top Pick May 22/15. Down 0.67%.) Still looks good and lumber is a dominant theme, so if you own, continue to Hold.

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(A Top Pick May 22/15. Down 0.67%.) Still looks good and lumber is a dominant theme, so if you own, continue to Hold.

PAST TOP PICK
PAST TOP PICK
May 22, 2015

(A Top Pick Nov 11/14. Up 25.54%.) Still likes this and the sector it is in. The trend is higher, so it is a good stock for an investor.

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(A Top Pick Nov 11/14. Up 25.54%.) Still likes this and the sector it is in. The trend is higher, so it is a good stock for an investor.

BUY
BUY
April 15, 2015

Thinks this is buyable right now, but in the context with the forestry sector. He is always a little cautious about recommending a long-term investment in a cyclical sector. They have done very, very well over the last couple of years. Has a nice association with its parent Brookfield with all sorts of plans to make nice acquisitions. They are based on the east coast which gives them an advantage.

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Thinks this is buyable right now, but in the context with the forestry sector. He is always a little cautious about recommending a long-term investment in a cyclical sector. They have done very, very well over the last couple of years. Has a nice association with its parent Brookfield with all sorts of plans to make nice acquisitions. They are based on the east coast which gives them an advantage.

BUY
BUY
March 24, 2015

It benefits from the increased housing starts. It is illiquid. 5% dividend.

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It benefits from the increased housing starts. It is illiquid. 5% dividend.

Showing 1 to 15 of 28 entries

Acadian Timber Corp(ADN-T) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for Acadian Timber Corp 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.

Acadian Timber Corp(ADN-T) Frequently Asked Questions

What is Acadian Timber Corp stock symbol?

Acadian Timber Corp is a Canadian stock, trading under the symbol ADN-T on the Toronto Stock Exchange (ADN-CT). It is usually referred to as TSX:ADN or ADN-T

Is Acadian Timber Corp a buy or a sell?

In the last year, there was no coverage of Acadian Timber Corp published on Stockchase.

Is Acadian Timber Corp a good investment or a top pick?

Acadian Timber Corp was recommended as a Top Pick by Ryan Modesto on 2019-06-19. Read the latest stock experts ratings for Acadian Timber Corp.

Why is Acadian Timber Corp 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 Acadian Timber Corp worth watching?

0 stock analysts on Stockchase covered Acadian Timber Corp In the last year. It is a trending stock that is worth watching.

What is Acadian Timber Corp stock price?

On 2020-11-25, Acadian Timber Corp (ADN-T) stock closed at a price of $15.06.