Norbord Inc (OSB-T) Stock Predictions - Stockchase
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Norbord Inc (OSB-T)

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Norbord Inc

OSB-T

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Norbord Inc (OSB-T) SAVE Apr, 24, 2019, 10:35 pm

31.82 0.39 (1.21%)

About Norbord Inc (OSB-T)

Norbord Inc. is a manufacturer of wood-based panels and the world’s largest producer of Oriented Strand Board. In addition to OSB, Norbord manufactures particleboard, Medium-Density Fibreboard and related value-added products. More at Wikipedia

What the experts are saying about OSB-T



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Norbord Inc(OSB-T) 

April 23, 2019

US housing looks cloudy? OSB is tied to new home starts in the U.S. Well-run company that generates a lot of free cash flow in different times of the cycles. Good capital allocators. The best time to buy this is when everyone hates it and commodity prices are low, like now. If you think the US economy will stay strong and that US housing will pick up, then lumber and stocks like OSB will pick up. Looks closely at OSB now.
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US housing looks cloudy? OSB is tied to new home starts in the U.S. Well-run company that generates a lot of free cash flow in different times of the cycles. Good capital allocators. The best time to buy this is when everyone hates it and commodity prices are low, like now. If you think the US economy will stay strong and that US housing will pick up, then lumber and stocks like OSB will pick up. Looks closely at OSB now.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$32.210
Owned Owned
Unknown

COMMENT
Norbord Inc(OSB-T) 

April 17, 2019

A play in US housing -- making drywall for housing. Lower interest rates help this space. They are not subject to the same duties as lumber companies. He is surprised the stock is being treated like a lumber company.
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A play in US housing -- making drywall for housing. Lower interest rates help this space. They are not subject to the same duties as lumber companies. He is surprised the stock is being treated like a lumber company.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$33.040
Owned Owned
Unknown

PAST TOP PICK
Norbord Inc(OSB-T) 

February 15, 2019

(A Top Pick Mar 21/18, Down 8%) The world's largest producer of particle board. There has been a slow down in US housing. He has not seen a real bottom in lumber fundamentals yet. He sold it in June for a 3% loss.
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(A Top Pick Mar 21/18, Down 8%) The world's largest producer of particle board. There has been a slow down in US housing. He has not seen a real bottom in lumber fundamentals yet. He sold it in June for a 3% loss.
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Robert McWhirte

President, Selective Asset Mana...

Price Price
$37.820
Owned Owned
No

BUY
Norbord Inc(OSB-T) 

February 5, 2019

Good for dividends in the next 5 years? A good company. He just bough back into this. It's a play on North American housing. They also have a European business. There are concerns about US housing slowing, though. They pay a good, adjustable dividend based on business performance, which has decreased recently, but is still around 4%. They're good capital allocators and are buying back a lot of shares which shows self-confidence.
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Good for dividends in the next 5 years? A good company. He just bough back into this. It's a play on North American housing. They also have a European business. There are concerns about US housing slowing, though. They pay a good, adjustable dividend based on business performance, which has decreased recently, but is still around 4%. They're good capital allocators and are buying back a lot of shares which shows self-confidence.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$37.530
Owned Owned
Yes

COMMENT
Norbord Inc(OSB-T) 

January 17, 2019

A lot of the forestry stocks had a correction in December. OSB-T have operations in the UK also. He can't comment on the sustainability of the dividend but if you want torque and believe housing will re-accelerate, then this would be a name to buy.
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A lot of the forestry stocks had a correction in December. OSB-T have operations in the UK also. He can't comment on the sustainability of the dividend but if you want torque and believe housing will re-accelerate, then this would be a name to buy.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$37.090
Owned Owned
No

PAST TOP PICK
Norbord Inc(OSB-T) 

January 11, 2019

(A Top Pick Dec 14/17, Up 4%) They paid a special $4 dividend in the past year, but took a major hit right after. Also, US housing eased back; recently housing has come back. He's moderately bullish on U.S. housing. Demand is there, but finding land to build on and to build houses is challenging.
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(A Top Pick Dec 14/17, Up 4%) They paid a special $4 dividend in the past year, but took a major hit right after. Also, US housing eased back; recently housing has come back. He's moderately bullish on U.S. housing. Demand is there, but finding land to build on and to build houses is challenging.
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David Cockfield

Managing D, Northland Wealth Man...

Price Price
$38.940
Owned Owned
Yes

PAST TOP PICK
Norbord Inc(OSB-T) 

November 28, 2018

(A Top Pick Aug 22/17, Up 2%) It was frustrating until September. A very cheap stock. Just had a big beat. 5x cash flow, 3x EBITDA. Problem is that it's been caught up in the US housing slowdown. Now, it's too cheap to sell. Has terrible price momentum.
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(A Top Pick Aug 22/17, Up 2%) It was frustrating until September. A very cheap stock. Just had a big beat. 5x cash flow, 3x EBITDA. Problem is that it's been caught up in the US housing slowdown. Now, it's too cheap to sell. Has terrible price momentum.
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Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$37.350
Owned Owned
Yes

COMMENT
Norbord Inc(OSB-T) 

November 21, 2018

It has declined about 50% recently. They produce material for roofs and floors in homes. They have operations in Europe that is less cyclical than the North American business. This is tied to the housing markets.
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It has declined about 50% recently. They produce material for roofs and floors in homes. They have operations in Europe that is less cyclical than the North American business. This is tied to the housing markets.
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Michael Simpson

Senior Vic, Sentry Investments...

Price Price
$37.070
Owned Owned
No

BUY
Norbord Inc(OSB-T) 

November 19, 2018

He's owned it on and off and likes it. Well-run, great balance sheet and generates good cash flow. There are recent concerns of slowing housing in the U.S., but he puts that down to a labour shortage. Overall, the American economy is strong. OSB's correction now makes its valuation look attractive. He's optimistic. There is demand for homes.
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He's owned it on and off and likes it. Well-run, great balance sheet and generates good cash flow. There are recent concerns of slowing housing in the U.S., but he puts that down to a labour shortage. Overall, the American economy is strong. OSB's correction now makes its valuation look attractive. He's optimistic. There is demand for homes.
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Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$37.000
Owned Owned
Yes

DON'T BUY
Norbord Inc(OSB-T) 

November 8, 2018

They were doing okay as long as US housing was. Canadian business is almost irrelevant. You want to buy when it looks like new home construction is picking up. It is too early to look at this company.
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They were doing okay as long as US housing was. Canadian business is almost irrelevant. You want to buy when it looks like new home construction is picking up. It is too early to look at this company.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$36.120
Owned Owned
Unknown

BUY
Norbord Inc(OSB-T) 

November 5, 2018

It's getting quite cheap. The whole home construction sector looks like there's one part that is working well and another that is not. The latter stocks are all the stocks that came to a sticky end in 2008. These stocks are getting really cheap now and giving really good opportunities. These stocks could have a great run.
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It's getting quite cheap. The whole home construction sector looks like there's one part that is working well and another that is not. The latter stocks are all the stocks that came to a sticky end in 2008. These stocks are getting really cheap now and giving really good opportunities. These stocks could have a great run.
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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$37.890
Owned Owned
Unknown

WEAK BUY
Norbord Inc(OSB-T) 

October 25, 2018

Is tied to housing starts and home prices.  Possibly a combination of NAFTA and slower housing starts in the US, has caused it to come down significantly.  Probably a good time to look at it at these levels.  Is a high risk stock.  There is potential to risk capital with this name.

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Is tied to housing starts and home prices.  Possibly a combination of NAFTA and slower housing starts in the US, has caused it to come down significantly.  Probably a good time to look at it at these levels.  Is a high risk stock.  There is potential to risk capital with this name.

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Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$33.540
Owned Owned
No

SELL
Norbord Inc(OSB-T) 

October 23, 2018

Selling it literally today. It's a bad news story that he doesn't see getting better. He was patient, but now is moving on. It's down 19% YTD. The reasons are secondary; he doesn't see a turnaround. 

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Selling it literally today. It's a bad news story that he doesn't see getting better. He was patient, but now is moving on. It's down 19% YTD. The reasons are secondary; he doesn't see a turnaround. 

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Kash Pashootan

CEO & Chie, First Avenue Investm...

Price Price
$33.790
Owned Owned
No

PAST TOP PICK
Norbord Inc(OSB-T) 

October 11, 2018

(A Top Pick Oct 6/17, Down 16%)  New home sales were turning down three months ago.  Things were slowing down in the lumber space.  These guys were impacted.  It is trading reasonably priced and he sold it.

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(A Top Pick Oct 6/17, Down 16%)  New home sales were turning down three months ago.  Things were slowing down in the lumber space.  These guys were impacted.  It is trading reasonably priced and he sold it.

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Robert McWhirte

President, Selective Asset Mana...

Price Price
$36.310
Owned Owned
No

BUY
Norbord Inc(OSB-T) 

September 28, 2018

A whippy stock. A lot of supply is coming on, US housing has slowed a bit. The housing story is not over, it’s paused. $43 is not a bad level. Doesn’t know if it’s a stock you can own for 100 years, it’s cyclical, but it’s cheap now. Balance sheet’s great.

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A whippy stock. A lot of supply is coming on, US housing has slowed a bit. The housing story is not over, it’s paused. $43 is not a bad level. Doesn’t know if it’s a stock you can own for 100 years, it’s cyclical, but it’s cheap now. Balance sheet’s great.

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Greg Newman

Director &, Scotia Wealth Manage...

Price Price
$42.800
Owned Owned
Unknown

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