Conifex Timber Inc

CFF-T

Analysis and Opinions about CFF-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
October 2, 2019
Forestry space He owns no names. The stocks are okay but face trade disputes and an economic slowdown that will hit housing stocks. The stocks have been beaten up.
Forestry space He owns no names. The stocks are okay but face trade disputes and an economic slowdown that will hit housing stocks. The stocks have been beaten up.
Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$0.550
Owned
No
STRONG BUY
STRONG BUY
September 13, 2013

(Market Call Minute.) Have done a good job in optimizing the plant and there is better news to come.

Conifex Timber Inc (CFF-T)
September 13, 2013

(Market Call Minute.) Have done a good job in optimizing the plant and there is better news to come.

Alice Tsang
Portfolio Manager, Marquest Asset Management
Price
$7.950
Owned
Unknown
DON'T BUY
DON'T BUY
July 25, 2013

Not a great time seasonally. He does not follow this one. He has been exiting this sector. He is very negative on Canadian housing.

Not a great time seasonally. He does not follow this one. He has been exiting this sector. He is very negative on Canadian housing.

James Hodgins
Chief Investment Officer, Curvature Hedge Strategies
Price
$7.100
Owned
No
BUY
BUY
June 21, 2013

Likes the lumber industry. This company owns cutting rights to spruce timber and as well as a very attractive biomass project. Feels there are a lot of catalysts in this stock. Lumber prices have come off since Q1, largely due to the seasonal affect as well as news from China that they are less growthy. Over the long-term, she feels this is a fantastic holding. It is a slightly higher cost producer on the lumber side so she has adjusted the Q2 cash flow expectation somewhat. This would be a long-term Buy for her.

Likes the lumber industry. This company owns cutting rights to spruce timber and as well as a very attractive biomass project. Feels there are a lot of catalysts in this stock. Lumber prices have come off since Q1, largely due to the seasonal affect as well as news from China that they are less growthy. Over the long-term, she feels this is a fantastic holding. It is a slightly higher cost producer on the lumber side so she has adjusted the Q2 cash flow expectation somewhat. This would be a long-term Buy for her.

Alice Tsang
Portfolio Manager, Marquest Asset Management
Price
$7.560
Owned
Unknown
TOP PICK
TOP PICK
April 5, 2013

A lumber company that is playing the laggard. Feels the lumber story is still in the 1st and 2nd innings and has a long ways to go. Through this downturn, a lot of the lumber stocks have recapitalized their plants and this company did the same for one of their plants so production output, as well as costs, is moving in the right direction. Margins should improve and expects them to have positive cash flows this year. Trading 2 or 3 points below their peers.

A lumber company that is playing the laggard. Feels the lumber story is still in the 1st and 2nd innings and has a long ways to go. Through this downturn, a lot of the lumber stocks have recapitalized their plants and this company did the same for one of their plants so production output, as well as costs, is moving in the right direction. Margins should improve and expects them to have positive cash flows this year. Trading 2 or 3 points below their peers.

Alice Tsang
Portfolio Manager, Marquest Asset Management
Price
$9.090
Owned
Yes
TOP PICK
TOP PICK
January 25, 2013

Play on the US housing recovery as well as timber, as they ship to US and Asia. Management bought 3 sawmills in 2006 which have been losing money. Have recapitalized a couple of the mills and are looking for better utilization. With better timber prices, she is expecting it to turn around and will probably have a profitable year. Also, have a PPA (Power Purchase Agreement) with BC Hydro on a plant that they are trying to get financed. Once they get the financing, she expects the stock to get re-rated significantly. Expects a double within 12 months.

Conifex Timber Inc (CFF-T)
January 25, 2013

Play on the US housing recovery as well as timber, as they ship to US and Asia. Management bought 3 sawmills in 2006 which have been losing money. Have recapitalized a couple of the mills and are looking for better utilization. With better timber prices, she is expecting it to turn around and will probably have a profitable year. Also, have a PPA (Power Purchase Agreement) with BC Hydro on a plant that they are trying to get financed. Once they get the financing, she expects the stock to get re-rated significantly. Expects a double within 12 months.

Alice Tsang
Portfolio Manager, Marquest Asset Management
Price
$7.990
Owned
Yes
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