| DON'T BUY | 6.710 | David Baskin | Sold it a few years ago. Believes that there is too much pulp and paper in the world. | 2006-09-28 | |
| SELL | 7.180 | David Baskin | Has been acquired by Weyerhaeuser (WY-N). | 2006-08-24 | |
| DON'T BUY | 7.520 | Norman Levine | Looking at it as a possible buy, but has backed away because of balance sheet issues. Stock is starting to go up because the industry has taken out all kinds of capacity. Demand has not been picking up, but because of too much capacity, mills have been shut down. Prefers playing the lumber stocks in western Canada. | 2006-03-21 | |
| DON'T BUY | 5.650 | Norman Levine | It has been a rough ride for all of the eastern Canadian forest product companies. There are a lot of pressures on them from government restrictions to fuel costs and stronger Canadian$. Has a lot of debt. They are starting to get some relief on pricing of newsprint. | 2006-02-13 | |
| WEAK BUY | 6.720 | Norman Levine | Doesn't own any of the eastern Canadian forest stocks, but starting to warm up to them. They seemed to be bottoming out. There has been overcapacity in the east, but the big producers have been taking this out. Cnd$, low commodity prices have been working against them. If you are a speculator, the worst is probably over. These companies have decimated their balance sheets so they are high risk. | 2005-12-28 | |
| WAIT | 6.720 | Peter Brieger | Forestry products are one of the industry dogs that may finally have its day. He believes in a strong economy for 2006. Based on projected cash flows, some of these companies are very cheap. Looking at some of these but haven't bought yet. Would like to see a quarter or two of these earnings actually materialise. | 2005-12-28 | |
| DON'T BUY | 6.470 | David Taylor, MBA, CFA | Doesn't like this one. Really concerned about the pulp side. There is a lot of restructuring to come with this company. | 2005-12-20 | |
| DON'T BUY | 6.820 | David Baskin | You have to feel sorry for the pulp and paper guys. Every $1 spent on the Internet is a $1 not spent on paper. Doesn't season this turning around quickly. | 2005-12-19 | |
| DON'T BUY | 5.530 | Paul Harris, CFA | Doesn't like the pulp and paper sector. A very difficult environment. Pricing pressures and overcapacity. | 2005-11-02 | |
| BUY | 6.640 | Pierre Bernard | One of the highest quality companies you can find in the paper industry. Trading below book value. Cash flow is OK. Has a dividend. | 2005-10-17 | |
| DON'T BUY | 6.640 | Ron Meisels | The paper stocks are not the most exciting at this stage. Has been falling and continues to fall. Paper stocks usually do well in the tail end of a bull market, so expects that it will pick up in Jan/Feb. At that time it could possibly start coming back towards the $9 area. | 2005-10-17 | |
| DON'T BUY | 7.830 | Jean-Francois Tardif | Has one of the best management for Canadian paper. The strong Cdn$ is having a negative affect . | 2005-09-21 | |
| DON'T BUY | 8.200 | David Baskin | The company just can't seem to get it right. The demand for paper hasn't grown as fast as a lot of anaylists thought it would. Faced with higher energy costs. | 2005-09-08 | |
| BUY | 8.360 | Bruce Campbell | The safe way to have some forest product exposure. Well managed, good balance sheet, a little bit of everything. Can't see any downside at this price. | 2005-08-18 | |
| SELL | 8.640 | David Driscoll | There are better paper companies available. Has had credit downgradings. Earnings have not been good. His valuation of the stock is in the low $1's. Would buy Rayonier (RYN-N) instead. | 2005-08-03 | |
| WEAK BUY | 9.210 | Bruce Campbell | Looks very cheap. It has had troubles because of the US$ differential. Very well managed. One of the few companies in this sector still making money. The street still has $11/ targets on it. They need a much weaker Cdn$ to do well. | 2005-07-14 | |
| WEAK BUY | 8.900 | David Baskin | Even though the economy recovered, the paper sector has stayed soft. The change in the value of the dollar hurt them. Got hit on their assets in Quebec. At $9 it probably represents pretty good value. Worth a good hard look, but you have to be careful with stocks that the market hates. | 2005-06-09 | |
| DON'T BUY | 9.220 | Norman Levine | Wouldn't consider owning this until the stock stops going down and starts to go up. Paper grades that they are in have being doing poorly. Hurt by the US$. Quebec government is looking for less wood to be cut down. | 2005-06-06 | |
| WEAK BUY | 9.450 | Jean-Francois Tardif | Excellent C.E.O. Has been hurt by the rising Cdn$. This sector does not interest him. Could be a good contrarian pick. | 2005-06-01 | |
| DON'T BUY | 9.450 | Matt Baillie | One of the better forestry stocks. Levered to US employment growth which hasn't been strong. Not one of the better commodities to be in. Overcapacity. | 2005-06-01 | |
| TOP PICK | 9.400 | Pierre Bernard | Good management. Has less debt than other forest product companies. Under $10, you have a great opportunity here. | 2005-05-31 | |
| BUY | 9.370 | Brian Acker, CA | 2.5% dividend. Close to a buy, but would like to see some earnings turn around. Model price of $11.25. They have disappointed many times. If you buy, it could go to $7.65 and that would be the absolute low on it. Worth a business man's risk. | 2005-05-24 | |
| WEAK BUY | 9.540 | Bruce Campbell | Has been highly hurt by the Cdn$. Coated free sheet which is one of their largest paper grades has been hanging in OK. Trying to get price increases. A very good long term entry point, but you might have to be patient. | 2005-05-16 | |
| DON'T BUY | 10.050 | John Zechner | Wouldn't be in a hurry to buy this one. The basic commodity prices for their uncoated free sheet and major paper grades are not strong. Inventories are still rising as demand is very slow. Hurt by the rising Cdn$. | 2005-05-05 | |
| DON'T BUY | 10.080 | David Burrows | Doesn't buy broken companies. Energy prices have been smartly higher over the last year which is a big input cost for them. Cdn$ has been stronger. | 2005-05-03 | |
| DON'T BUY | 10.080 | Gordon Higgins, CA, MBA, CFA | Pricing for free sheet has been flat over the last while, so they are not going to get a kick from commodities. | 2005-05-03 | |
| DON'T BUY | 10.500 | John Zechner | The pricing in the forest sector is still looking awfully tough. Uncoated free sheet was very big for them and doesn't look very good right now. Lumber doesn't look bad, but a little worried about housing. Newsprint's not good. Pulp is a little soft. Also negatively impacted by the high Cdn$. | 2005-04-06 | |
| DON'T BUY | 10.280 | Norman Levine | Prefers stocks that are going up, or at least have stopped dropping and showing signs of starting to go up. In the forest products area, the eastern producers have suffered badly, especially in Quebec. Nothing wrong with the company, it's just in the wrong place right now. | 2005-03-31 | |
| WEAK BUY | 11.750 | George Loughery | For the long term, it's probably the best company in its sector. Industry has had pressures because of currency, dropping input costs and dropping fibre costs. If you are patient, and a long term holder, it should work out. | 2005-03-15 | |
| DON'T BUY | 11.800 | Gordon Higgins, CA, MBA, CFA | A good company, but with the weakness in the US$, even though the price of some of the paper products has been going up, they haven't been able to realize it in Cdn$'s. Earnings have been disappointing. | 2005-02-09 | |
| DON'T BUY | 11.830 | Ross Healey | Indifferent to the forest stocks. Can't see what's going to drive them forward. There is upside potential in this stock, but not enough to warrant it. Maybe enough for a trade. | 2005-02-04 | |
| DON'T BUY | 12.060 | Laura Wallace | Probably the best forest product company in Canada being that is so well diversified and has generated decent results, but its most recent results were quite disappointing. Forest product companies are very sensitive to the Cdn$. Can't see much improvement in their earnings over the next little while. | 2005-01-31 | |
| DON'T BUY | 13.250 | Brian Acker, CA | Could go as low as $11.77 even though their model price is around $18. Stock has been hit with all kinds of downward revisions. The strong Cdn$ is killing these guys. | 2005-01-18 | |
| DON'T BUY | 12.840 | Fred Sturm | A well run company in a difficult industry. Not huge risks in this stock, but would prefer Canfor because of the free cash it is generating. Also prefers Brazilian forest stocks which has a competitive cost advantage. | 2005-01-14 | |
| DON'T BUY | 13.310 | David Burrows | The paper and forest stocks are sectors they have completely avoided. Did not come up in their stock selection model. A lot of them have been hurt by the strong Cdn$. | 2005-01-12 | |
| BUY | 14.500 | Peter Brieger | The forest sector hasn't gone anywhere in the last year. If the economy grows the way he thinks it will, you should see a pick up in this stock as well as Canfor, Cascade, etc. Stock is cheap. A contrarian pick. | 2004-12-31 | |
| HOLD | 14.240 | Bill Carrigan | Long term chart shows the trend line slightly sloped up. The Cdn$ has hurt a lot of these stocks and if he is right that the US$ will recover, it should be OK. | 2004-11-26 | |
| DON'T BUY | 14.090 | Bill Harris | Strong growth in the market, positive GDP numbers, but it's a paperless recovery. This is the best company in the industry now but it's too expensive. | 2004-11-25 | |
| BUY | 14.930 | Ray Steele | Outlook is quite good. Good contrarian buy. Expects dramatic improvement for the whole sector. | 2004-11-03 | |
| WEAK BUY | 15.550 | David Baskin | Has been trying to get a price increase for its paper for the last 6 weeks. Cheap. | 2004-10-12 | |
| VAGUE | 15.200 | Gordon Higgins, CA, MBA, CFA | Demand for their products is more stable than lumber. A cyclical, so you have to watch other forest stocks and see where they are moving. | 2004-09-30 | |
| PAST TOP PICK | 15.650 | David Baskin | (A Top Pick June 17/04. Down 6.5%.) A little disappointed. Expected that the price for paper was on its way up. | 2004-09-09 | |
| PAST TOP PICK | 17.360 | David Baskin | (Past top pick June 17/04. No change.) Still likes. Feels there is a leverage in the paper business. | 2004-07-29 | |
| DON'T BUY | 16.970 | Mark Jackson, CFA | It certainly has leverage to continued growth in the economy. Have already seen good returns of the paper sector, so would move on and look for a more later cycle. | 2004-07-27 | |
| DON'T BUY | 16.940 | Gordon Higgins, CA, MBA, CFA | Uncoated freesheet will be very cyclical. Within that sector, there are probably better commodities to play. | 2004-07-23 | |
| TOP PICK | 16.890 | Ron Meisels | Has gone through a beautiful triangle formation and has had a breakout and is starting a new upleg. | 2004-07-14 | |
| TOP PICK | 17.430 | Bruce Campbell | Fine papers are late movers and this stock is trading at only 8 X earnings. Well-run with a good balance sheet. | 2004-07-05 | |
| BUY | 17.550 | John Weatherall | The industry has been in severe recession for a number of years because of cheap pulp of Asia. Outlook in the near-term looks more favorable. | 2004-06-23 | |
| TOP PICK | 17.100 | David Baskin | There is finally pricing power in paper. Likes their US plants. Lumber dispute may finally be over. | 2004-06-17 | |
| HOLD | 17.130 | Bruce Campbell | A late cycle stock. The market is finally starting to increase the use of their product. | 2004-06-03 | |
| PAST TOP PICK | 16.280 | Ron Meisels | (A top pick Apr 23/04. Down 6.5%.) Difficult to pick stocks in a market correction. Still in a good buying range, but a concern that the breakout did not occur earlier. Now starting to break out. | 2004-05-21 | |
| TOP PICK | 16.700 | Ron Meisels | Going to start a final leg of the bull market which could end in October/January. Had formed a very long wedge that the stock just broke out of. Good potential for a new up leg. | 2004-04-23 | |
| BUY | 16.480 | David Baskin | Has some good mills in the United States so not as troubled by the border. Should continue to improve. | 2004-04-13 | |
| WEAK BUY | 16.500 | Laura Wallace | Well diversified. Very strong management. This sector is the most exposed to the Canadian dollar. Highly cyclical. | 2004-04-12 | |
| WATCH | 15.890 | Michael Sprung | Has good characteristics. Predictable earnings stability. Havent warmed up to paper sector. | 2004-03-30 | |
| DON'T BUY | 15.150 | Robert Floyd | Would be cautious on the paper/forest industry. Likes to buy in the fall and sell in the spring. Don't buy and hold. | 2004-03-25 | |
| DON'T BUY | 14.600 | David Burrows | There has been a whole year of very good strength in basic materials, but the stock has just not performed. | 2004-03-15 | |
| BUY | 14.900 | Craig Porter | Dependent on the office sector which hasn't started to move yet. We'll probably start seeing some increases. Great management. Well diversified products. | 2004-03-11 | |
| BUY | 15.670 | Gavin Graham | Price hasn't gone anywhere, but if you are diversified into pulp, paper, lumber and strand board you'll do OK. Forest products have been big laggards and their time is due to come. | 2004-03-04 | |
| BUY | 15.810 | Peter Brieger | Would buy at this price with a target of $22. | 2004-03-01 | |
| TOP PICK | 15.780 | Vincent Delisle | The fundamentals for US and global economies is very strong. The forest sector has been plagued with the rising Cdn$ and the worst is behind us. | 2004-02-16 | |
| TOP PICK | 16.300 | Ted Macklin | Feels that the forest and paper products have lagged. Very strong management team. Very good at allocating capital. | 2004-01-19 | |
| PAST TOP PICK | 15.660 | David Baskin | (A past top pick Oct 28/03. Up 10%.) There are signs of firming in the paper market. | 2003-12-09 | |
| BUY | 15.890 | Robert Floyd | Rumoured strike issues are short-term issues. Treat as a trading platform. Attractive price. | 2003-12-08 | |
| TOP PICK | 15.030 | Vincent Delisle | Has liked over the last 2 years, but has been disappointed. Commodities will shine over the next 12/24 months. Made a good acquisition with Georgia Pacific 2 years ago. Will have to be patient, as forest products are not seeing a lot of momentum. | 2003-12-02 | |
| HOLD | 14.900 | Ron Meisels | Charts indicate it's currently in a wedge pattern. This pattern usually breaks on the upside. Use a stop loss in the $13 range and wait for the breakout. | 2003-11-26 | |
| HOLD | 14.600 | Peter Brieger | Forestry sector has been under a lot of pressure because of the softwood lumber dispute. Expect it will be solved with the rising economy. | 2003-11-25 | |
| BUY | 14.600 | Mike Weir | Have a tremendous track record of getting their returns of capital from their assets. | 2003-11-25 | |
| WEAK BUY | 14.380 | Bruce Campbell | Fine paper is the least cyclical product in forest products. Still a profitable company in spite of low markets. Not a bad price. | 2003-11-24 | |
| WEAK BUY | 14.590 | Brian Acker, CA | | 2003-11-20 | |
| TOP PICK | 14.470 | David Baskin | Have the preponderance of their assets in the US which makes them insulated from the softwood lumber wars and the strengthening Cdn.$. Feels that paper prices will go up in the US. Stock has been sinking which makes an excellent buying opportunity. | 2003-10-28 | |
| BUY | 14.470 | Vincent Delisle | Forest sector has been the hardest hit from arising Canadian dollar. Paper prices have not been firming up as other commodities. Doesn't expect much movement on the stock in the short term. A good long-term holding. | 2003-10-28 | |
| DON'T BUY | 14.500 | Ben Stadelmann | An industry that has been hurt by a weaker US$. Feels that the Canadian$ will continue getting stronger. Not interested in the forest industry until the currency situation settles down. | 2003-10-23 | |
| BUY | 15.150 | Bruce Campbell | At a point in the cycle where there has not been the demand for specialty paper. Well run. Pays a dividend and still makes money. | 2003-10-16 | |
| TOP PICK | 15.100 | David Baskin | Likes their exposure in the US. Uncoated free sheet is an economically sensitive commodity so expect that demand and prices will pick up. It's not as subject to US trade action as other companies in the industry. Have the ability to earn $2 a share. | 2003-10-08 | |
| BUY | 15.700 | David Taylor, MBA, CFA | A well-run company and good valuation. Generates great free cash flow. | 2003-09-12 | |
| PAST TOP PICK | 15.950 | David Baskin | (Was a top pick , July 8, 2003.Up 7.5% to one.)And made a good deal with Tembec for their forest products.More upside yet. | 2003-08-19 | |
| DON'T BUY | 15.290 | Fred Ketchen | Not a fan of the forestry sector at this time.Too many problems.Earnings did not measure up. | 2003-08-11 | |
| TOP PICK | 14.750 | David Baskin | Likes it for the paper (photocopier/printer) Good contract with Kembec will save them money. Cheap. | 2003-07-08 | |
| BUY on WEAKNESS | 14.810 | Ted Macklin | Focused on their core competency. A long term holding. | 2003-06-04 | |
| DON'T BUY | 14.300 | Larry Berman CFA, CMT, CTA | There has been a steady decay over the last 6 months. One of the worst performing stocks in that sector. | 2003-05-26 | |
| PAST TOP PICK | 15.900 | Ted Macklin | (Was a top pick on Dec 23. Down 5%.) Still likes. | 2003-03-20 | |
| BUY | 15.980 | Brian Dawson | Well managed. If pulp prices turn, there should be a highr stock price. | 2003-01-31 | |
| TOP PICK | 16.310 | Ted Macklin | Strong management team. Strong operations. | 2002-12-23 | |
| TOP PICK | 15.660 | Ted Macklin | Quebec is selling their shares which will be good. A good company. | 2002-12-11 | |
| BUY | 14.010 | Mark Jackson, CFA | Expecting a recovery in the economy. | 2002-09-23 | |
| PAST TOP PICK | 16.240 | David Baskin | (Was a top pick on May 21. Down 14.1%) Still likes. Great assets. | 2002-08-19 | |
| TOP PICK | 16.550 | Glenn MacNeill, P.Eng. | His top choice in pulp and paper. Price on pulp is rising. | 2002-07-17 | |
| TOP PICK | 17.750 | Ted Macklin | This is a repeat TOP pick. Based on economic recovery. | 2002-06-28 | |
| TOP PICK | 17.640 | John Zechner | Paper expected to go up in an economic recovery. | 2002-06-06 | |
| TOP PICK | 17.800 | Ted Macklin | Expects and economic recovery. Strong management. Good joint venture with the Cascades. Good balance sheet. | 2002-06-05 | |
| TOP PICK | 18.040 | David Baskin | Paper prices should recover very strongly. | 2002-05-21 | |
| WEAK BUY | 17.150 | David Baskin | Paid a lot for acquisitions so balance sheet has weakened. Interest rate incrrease could create problems. At a good price. | 2002-04-12 | |
| BUY | 16.900 | Eric Bushell | Best of the forest product companies. | 2002-04-09 | |
| TOP PICK | 17.350 | Steven Wippersteg | Just bought 2 new mills. Are closing two of their non-profitable mills. | 2002-04-01 | |
| DON'T BUY | 17.400 | Ross Healey | Quite high. Could drop. | 2002-03-28 | |
| PAST TOP PICK | 18.350 | Gavin Graham | (Was a top pick on Jan 15 up 18%) Could have one more spurt. | 2002-03-14 | |
| DON'T BUY | 18.000 | Glenn MacNeill, P.Eng. | Great performance. Likes the lumber, but not the pulp side. | 2002-03-13 | |
| BUY | 18.050 | Bruce Campbell | Good exposure to specialty paper. Good cost control. | 2002-03-11 | |
| BUY | 18.240 | Ray Steele | Should continue to grow well. | 2002-03-05 | |
Experts that have talked about Domtar Inc.
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