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Likes western lumber companies and this is his favourite. Has the best management in the forest products industry. Most conservative balance sheet with virtually no debt. Sells around book value. Selling off surplus assets. Buying mills in the US Northwest. Getting close to a solution in the softwood lumber dispute.
west coast forestry
BUY
His favourite international oil/gas producer. Doesn't see oil going below the mid-$50 and there is possibly an upside of about $10.
oil / gas
DON'T BUY
Auto parts company that on the verge of bankruptcy. A major supplier to General Motors (GM-N).
insurance