Interfor Corp

IFP-T

TSE:IFP

15.16
0.10 (0.66%)
Interfor Corporation is one of the largest lumber producers in the world. The company's sawmilling operations have a combined manufacturing capacity of over 3 billion board feet of lumber with sales to North America, Asia-Pacific and Europe.
More at Wikipedia

Analysis and Opinions about IFP-T

Signal
Opinion
Expert
SPECULATIVE BUY
SPECULATIVE BUY
January 2, 2020
Forestry has been a declining business his entire career. They are very cyclical so you can make a lot of money on recovery. He thinks the US housing market is picking up and so there will be increased demand for lumber. (Analysts’ price target is $18.14)
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Interfor Corp (IFP-T)
January 2, 2020
Forestry has been a declining business his entire career. They are very cyclical so you can make a lot of money on recovery. He thinks the US housing market is picking up and so there will be increased demand for lumber. (Analysts’ price target is $18.14)
DON'T BUY
DON'T BUY
August 13, 2019
From mid-2018 it's had a downtrend and the chart is still under pressure. Until this changes, this is dead money.
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Interfor Corp (IFP-T)
August 13, 2019
From mid-2018 it's had a downtrend and the chart is still under pressure. Until this changes, this is dead money.
BUY
BUY
June 17, 2019
Canadian Forestry stocks. Here is an industry that is in a bit of oversupply. Curtailing production should be good in the short term. We are seeing all of these stocks selling towards their lows rather than highs. CFF is selling at a fraction of the book value. They have had negative earnings of late. WFT-T is 1.5 times book. IFP-T is at book value but has a much higher multiple. WEF-T is trading in the middle of the previous two but with a much more significant yield, possibly not as secure. They all have reasonable assets. They are a decent value play and could stand to do well if we get a building resurgence. You have to be patient.
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Interfor Corp (IFP-T)
June 17, 2019
Canadian Forestry stocks. Here is an industry that is in a bit of oversupply. Curtailing production should be good in the short term. We are seeing all of these stocks selling towards their lows rather than highs. CFF is selling at a fraction of the book value. They have had negative earnings of late. WFT-T is 1.5 times book. IFP-T is at book value but has a much higher multiple. WEF-T is trading in the middle of the previous two but with a much more significant yield, possibly not as secure. They all have reasonable assets. They are a decent value play and could stand to do well if we get a building resurgence. You have to be patient.
BUY
BUY
June 13, 2019
It has been decimated. These companies are in way better shape than they ever have been. They paid down debt and now the equity price is up. He really likes the management team. There has always been speculation that they will get bought out. They have a much better balance sheet than they did before. You have to trade these stocks. This is a good entry point.
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Interfor Corp (IFP-T)
June 13, 2019
It has been decimated. These companies are in way better shape than they ever have been. They paid down debt and now the equity price is up. He really likes the management team. There has always been speculation that they will get bought out. They have a much better balance sheet than they did before. You have to trade these stocks. This is a good entry point.
HOLD
HOLD
January 23, 2019
Lumber stocks are challenging. He liked the leverage in the company and they have been paying down debt. Now that lumber prices have collapsed in the last year, he still will hold it, but would not rush out to add to his position. He likes management still. He would wait for a better entry.
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Interfor Corp (IFP-T)
January 23, 2019
Lumber stocks are challenging. He liked the leverage in the company and they have been paying down debt. Now that lumber prices have collapsed in the last year, he still will hold it, but would not rush out to add to his position. He likes management still. He would wait for a better entry.
WEAK BUY
WEAK BUY
December 31, 2018
WFT-T vs. IFP-T He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.
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Interfor Corp (IFP-T)
December 31, 2018
WFT-T vs. IFP-T He is still cautious on lumber stocks. We have seen the peak in US housing. Canadian lumber stocks do better with the Canadian dollar down. IFP-T is a better play because at least 50% of the lumber is out of the US. There is probably going to be a bit of a cloud over the sector for some time.
BUY
BUY
May 2, 2018

What would you buy in the forest sector? He has little exposure here. Lumber stocks were hurt with American trade talk, though they benefit nicely from a lower Canadian dollar--and he thinks the CAD will decrease more. Buy IFP-T.

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What would you buy in the forest sector? He has little exposure here. Lumber stocks were hurt with American trade talk, though they benefit nicely from a lower Canadian dollar--and he thinks the CAD will decrease more. Buy IFP-T.

PAST TOP PICK
PAST TOP PICK
January 18, 2018

(A Top Pick Nov 3/17, Up 54%) They have all done really well. This one is the 4th largest lumber player. The valuations now are not as cheap as when he bought them but the price momentum is still there. There is always a chance that someone takes them out. They have 60% production in the US so all tariffs would do is drive the price higher.

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Interfor Corp (IFP-T)
January 18, 2018

(A Top Pick Nov 3/17, Up 54%) They have all done really well. This one is the 4th largest lumber player. The valuations now are not as cheap as when he bought them but the price momentum is still there. There is always a chance that someone takes them out. They have 60% production in the US so all tariffs would do is drive the price higher.

DON'T BUY
DON'T BUY
November 2, 2017

It is oily Alberta that has almost ‘stranded’ oil. It has been stagnating due to the Alberta problems with where do we go from here. He prefers EMB-T.

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Interfor Corp (IFP-T)
November 2, 2017

It is oily Alberta that has almost ‘stranded’ oil. It has been stagnating due to the Alberta problems with where do we go from here. He prefers EMB-T.

WATCH
WATCH
August 4, 2017

This had a nice little bump in the last couple of days. This is probably the best example of a seasonal trade. The best time to own these stocks are normally from around late January to around May of each year. After it reaches its period of seasonal strength, it has a terrible history of dropping drastically or going flat. This year, the stock has come back to its long-term resistance level. It is reaching the period of time when the stock has a history of moving lower. If you own, watch it for the next couple of days. Any strength you see will be an opportunity to take some profits.

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Interfor Corp (IFP-T)
August 4, 2017

This had a nice little bump in the last couple of days. This is probably the best example of a seasonal trade. The best time to own these stocks are normally from around late January to around May of each year. After it reaches its period of seasonal strength, it has a terrible history of dropping drastically or going flat. This year, the stock has come back to its long-term resistance level. It is reaching the period of time when the stock has a history of moving lower. If you own, watch it for the next couple of days. Any strength you see will be an opportunity to take some profits.

BUY WEAKNESS
BUY WEAKNESS
June 15, 2017

She owns IFP-T. It has an attractive yield, being hit with declining energy prices. They made attractive acquisitions. They have a pipeline that will give them an attractive dividend for the next few years. She thinks that it will moderate going forward. It is a high quality name and well positioned. You could buy on weakness for the yield.

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Interfor Corp (IFP-T)
June 15, 2017

She owns IFP-T. It has an attractive yield, being hit with declining energy prices. They made attractive acquisitions. They have a pipeline that will give them an attractive dividend for the next few years. She thinks that it will moderate going forward. It is a high quality name and well positioned. You could buy on weakness for the yield.

HOLD
HOLD
April 25, 2017

Canadian forestry stocks? Canadian forestry stocks haven’t done very well because everyone knew the softwood lumber agreements were in question. Instead of the 30%-50% we were all talking about, it is only 20%, which is why these have just taken a jump in the market. Seasonally, forestry stocks start peaking out around now. This one had a strong break out in January and has had a run, even past the seasonal period. He would not be looking at forestry stocks. If you own, you could hold on for now and wait for it to turn down before getting out. Also, you could use a trailing stop and move your stop as it goes higher.

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Interfor Corp (IFP-T)
April 25, 2017

Canadian forestry stocks? Canadian forestry stocks haven’t done very well because everyone knew the softwood lumber agreements were in question. Instead of the 30%-50% we were all talking about, it is only 20%, which is why these have just taken a jump in the market. Seasonally, forestry stocks start peaking out around now. This one had a strong break out in January and has had a run, even past the seasonal period. He would not be looking at forestry stocks. If you own, you could hold on for now and wait for it to turn down before getting out. Also, you could use a trailing stop and move your stop as it goes higher.

BUY
BUY
April 3, 2017

It has come back and tested a previous level of resistance. It could have a bit of a jump as it tries to break out of a base.

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Interfor Corp (IFP-T)
April 3, 2017

It has come back and tested a previous level of resistance. It could have a bit of a jump as it tries to break out of a base.

HOLD
HOLD
January 16, 2017

Stay or go? He suggests you stay. It was a Top Pick two months ago. It is a bit of a play on currency and there is the Trump risk with trade wars.

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Interfor Corp (IFP-T)
January 16, 2017

Stay or go? He suggests you stay. It was a Top Pick two months ago. It is a bit of a play on currency and there is the Trump risk with trade wars.

COMMENT
COMMENT
December 28, 2016

Seasonally, lumber comes to an end in early January. Chart shows the stock made a little bottom at the end of 2015 and early 2016. He is looking to exit his holdings in the sector fairly soon. If you have a profit in this, he would recommend that you take it soon.

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Interfor Corp (IFP-T)
December 28, 2016

Seasonally, lumber comes to an end in early January. Chart shows the stock made a little bottom at the end of 2015 and early 2016. He is looking to exit his holdings in the sector fairly soon. If you have a profit in this, he would recommend that you take it soon.

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