Norbord Inc | StockChase
15
Norbord Inc (OSB-T)

Last Price Recorded: $41.9000 on 2017-12-13

ON STOCKCHASE SINCE May 2016

household goods
15
Norbord Inc (OSB-T)

Last Price Recorded: $41.9000 on 2017-12-13

ON STOCKCHASE SINCE May 2016

household goods

Norbord Inc


Signal Opinion Expert
TOP PICK
Norbord Inc(OSB-T) 

October 6, 2017

The largest OSB maker in the world, with 17 plants in Canada and the US. He is looking for a break out in the homebuilders’ ETF. Analysts have cranked up estimates by 33% in the last 90 days. Has a 38% ROE on a trailing basis. Dividend yield of 4%. (Analysts’ price target is $51.21.)

household goods

The largest OSB maker in the world, with 17 plants in Canada and the US. He is looking for a break out in the homebuilders’ ETF. Analysts have cranked up estimates by 33% in the last 90 days. Has a 38% ROE on a trailing basis. Dividend yield of 4%. (Analysts’ price target is $51.21.)

household goods
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$49.850
Owned Owned
Yes

COMMENT
Norbord Inc(OSB-T) 

September 27, 2017

A major maker of particleboard that goes into buildings. It is going to be a major beneficiary of the hurricanes, especially in Texas and Florida.

household goods

A major maker of particleboard that goes into buildings. It is going to be a major beneficiary of the hurricanes, especially in Texas and Florida.

household goods
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$51.220
Owned Owned
Unknown

TOP PICK
Norbord Inc(OSB-T) 

August 31, 2017

He recommended it back in May.  This was without a hurricane.  They are in the South East in the sweet spot.  (Analysts’ target: $50.00).

household goods

He recommended it back in May.  This was without a hurricane.  They are in the South East in the sweet spot.  (Analysts’ target: $50.00).

household goods
Chris Damas

Editor, The BCMI Report...

PricePrice
$43.000
Owned Owned
Yes

TOP PICK
Norbord Inc(OSB-T) 

August 23, 2017

US home builders are the driver.  It has good price momentum.  It has great valuation.  It is cyclical, but you aren’t paying a lot for it.  (Analysts’ target: $50.00).

household goods

US home builders are the driver.  It has good price momentum.  It has great valuation.  It is cyclical, but you aren’t paying a lot for it.  (Analysts’ target: $50.00).

household goods
Jason Mann

CIO & Co-Founder, Edgehill Patners...

PricePrice
$41.280
Owned Owned
Yes

TOP PICK
Norbord Inc(OSB-T) 

June 23, 2017

Oriented strand board is the equivalent to plywood, when they put the panels together. The softwood lumber dispute could actually be positive for this company. A lot of their plants are in the US. This is a way to get your toe into the housing market. They just tripled the dividend. Dividend yield of 3%. (Analysts’ price target is $46.50.)

household goods

Oriented strand board is the equivalent to plywood, when they put the panels together. The softwood lumber dispute could actually be positive for this company. A lot of their plants are in the US. This is a way to get your toe into the housing market. They just tripled the dividend. Dividend yield of 3%. (Analysts’ price target is $46.50.)

household goods
David Cockfield

Managing Director, Northland Wealth Man...

PricePrice
$39.980
Owned Owned
Yes

COMMENT
Norbord Inc(OSB-T) 

January 11, 2017

An Oriented Strand Board producer which is primarily used in housing construction. Kind of a play on US housing, and even China where they export to. Tends to be a very cyclical play. Prefers using less cyclical names.

household goods

An Oriented Strand Board producer which is primarily used in housing construction. Kind of a play on US housing, and even China where they export to. Tends to be a very cyclical play. Prefers using less cyclical names.

household goods
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$34.010
Owned Owned
No

WATCH
Norbord Inc(OSB-T) 

October 27, 2016

It is related to the home building sector   About this time of the year lumber and home builders pick up.  But normally it is delayed into the new year.  He held off.  He sees a positive trend and now a pullback trend. Look for it to pull back from where it is as a positive sign.

household goods

It is related to the home building sector   About this time of the year lumber and home builders pick up.  But normally it is delayed into the new year.  He held off.  He sees a positive trend and now a pullback trend. Look for it to pull back from where it is as a positive sign.

household goods
Brooke Thackray

President, Jov Investment Manag...

PricePrice
$32.200
Owned Owned
No

BUY on WEAKNESS
Norbord Inc(OSB-T) 

October 24, 2016

It is slowly ticking higher because of the US housing recovery and will do this for the next 1 to 2 years.  This company will have issues with the softwood lumber agreement.  He would accumulate.

household goods

It is slowly ticking higher because of the US housing recovery and will do this for the next 1 to 2 years.  This company will have issues with the softwood lumber agreement.  He would accumulate.

household goods
Michael Underhill

Portfolio Manager, Exempler Funds, Capital Innovations...

PricePrice
$33.860
Owned Owned
Unknown

DON'T BUY
Norbord Inc(OSB-T) 

October 24, 2016

CIBC downgraded this on the basis of 1) the street was overly ambitious on cash flow and EPS, and 2) a US company potentially has a slopping production from one plant to another. If they went to 2 plants, that would put pressure on the OSB pricing. Until the whole softwood trade deal is completed, he would forget this.

household goods

CIBC downgraded this on the basis of 1) the street was overly ambitious on cash flow and EPS, and 2) a US company potentially has a slopping production from one plant to another. If they went to 2 plants, that would put pressure on the OSB pricing. Until the whole softwood trade deal is completed, he would forget this.

household goods
Peter Brieger

Chairman & Chief Executive Officer, GlobeInvestment Capi...

PricePrice
$33.860
Owned Owned
No

WEAK BUY
Norbord Inc(OSB-T) 

October 19, 2016

A good company. It got an attractive offering. The bad news is that we are not seeing the household formation, and housing starts were running at only about 1.1 million in the US, down from 1.4 million. Young people are urbanizing and want to live in the cities rather than the country or the suburbs. This is good, but not great.

household goods

A good company. It got an attractive offering. The bad news is that we are not seeing the household formation, and housing starts were running at only about 1.1 million in the US, down from 1.4 million. Young people are urbanizing and want to live in the cities rather than the country or the suburbs. This is good, but not great.

household goods
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$34.620
Owned Owned
Unknown

COMMENT
Norbord Inc(OSB-T) 

August 5, 2016

This has been doing much better lately, so it isn’t of interest to him anymore, and is not on his watch list.

household goods

This has been doing much better lately, so it isn’t of interest to him anymore, and is not on his watch list.

household goods
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$33.430
Owned Owned
Unknown

PARTIAL SELL
Norbord Inc(OSB-T) 

July 22, 2016

This stock always comes down to one thing, where is the pricing for Oriented Strand Board going. This company dominates that market. They pay out a good chunk of their earnings in dividends. He has a bit of a problem with seeing OSB prices going higher from here. If you have made a profit, he would be inclined to Sell some of your position.

household goods

This stock always comes down to one thing, where is the pricing for Oriented Strand Board going. This company dominates that market. They pay out a good chunk of their earnings in dividends. He has a bit of a problem with seeing OSB prices going higher from here. If you have made a profit, he would be inclined to Sell some of your position.

household goods
John Zechner

Chairman, J. Zechner & Assoc...

PricePrice
$30.980
Owned Owned
Unknown

BUY
Norbord Inc(OSB-T) 

July 20, 2016

(Market Call Minute.) Good story. Thinks the quarter is probably going to be better than people expect. All of the stocks are starting to gain some momentum here.

household goods

(Market Call Minute.) Good story. Thinks the quarter is probably going to be better than people expect. All of the stocks are starting to gain some momentum here.

household goods
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$30.340
Owned Owned
Unknown

BUY
Norbord Inc(OSB-T) 

May 25, 2016

(Market Call Minute) He likes the housing cycle and it is hard not to like this one.

household goods

(Market Call Minute) He likes the housing cycle and it is hard not to like this one.

household goods
David Burrows

President & Chief Investment Strategist, Barometer Capital Ma...

PricePrice
$27.750
Owned Owned
Unknown

COMMENT
Norbord Inc(OSB-T) 

May 4, 2016

Their product is OSB, primarily used in new homes for roofs and floors. Overall he likes the prospects for US housing starts continuing, as well as renovations, but prefers to play it through Interfor (IFP-T), Western Forest Products (WEF-T) or West Fraser (WFT-T).

household goods

Their product is OSB, primarily used in new homes for roofs and floors. Overall he likes the prospects for US housing starts continuing, as well as renovations, but prefers to play it through Interfor (IFP-T), Western Forest Products (WEF-T) or West Fraser (WFT-T).

household goods
Michael Simpson, CFA

Senior Vice-President, Sentry Investments...

PricePrice
$26.440
Owned Owned
No

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