| Comment | 11.240 | Jeff Parent | Chart has a double bottom formation, which is fairly significant. Increasing nicely. Just touching the 200-day moving average right now, which will be a resistance point for it. He isn’t really high on anything to do with paper, forest and pulp as they will do poorly. If it broke through its resistance level of $11, you might see another $1 this summer. | 2008-05-02 | |
| SELL | 8.760 | Michael Sprung | (Market Call Minute.) Wouldn't want to be exposed to the forest product industry, but for people looking for assets that have an extremely long holding period, some forest assets are not looking bad. He would look at Timberland (TBL-N) instead. | 2008-03-05 | |
| Comment | 15.500 | Michael Simpson, CFA | Very cyclical and should be in the more risky portion of a portfolio. Prices right now for NBSK are very strong. Have a unique relationship with Canfor (CFP-T) regarding fibre. If you see a decline in NBSK prices, or additional volumes coming from South America, be prepared to Sell. | 2007-07-04 | |
| Comment | 15.110 | Ben Stadelmann | Very well run. B.C. forests have been devastated by the Pine beetle. These trees can be used for pulp, so there is a ready supply. | 2007-04-20 | |
| Comment | 14.410 | Michael Simpson, CFA | One of the lowest-cost pulp operations. Fibre costs have been going up, but they have a fibre agreement with Canfor (CFP-T). Analysts prediction for fibre are quite good for the rest of the year. Can be volatile. | 2007-03-20 | |
| SELL | 14.140 | Michael Sprung | Pulp is very cyclical in nature and he is not sure that it is suitable as a trust. | 2007-01-29 | |
| DON'T BUY | 11.690 | Ian Nakamoto | Forest sector is having a tough go of it. Wouldn't be his favourite sector. Too much uncertainty. 12.3% yield which could be a red flag. | 2006-09-11 | |
| DON'T BUY | 11.990 | Norman Levine | Prefers the lumber operation in Canfor Corporation (CFP-T) rather than the pulp because of where we are in the cycle. | 2006-09-05 | |
Experts that have talked about Canfor Pulp Income Fund