| DON'T BUY | 4.170 | Michael Simpson, CFA | Has exposure to NBSK (Northern Bleached Softwood Kraft) pulp. Is unhedged, so if you are bullish on the Cdn$, it would be good. Not sure where pulp prices are going, so doesn't own. Also concerned about their input costs on woodchips. If pulp prices improve, he might have a different view. | 2005-10-07 | |
| DON'T BUY | 5.500 | Sandy McIntyre | A pulp mill in Quebec. Has a couple of issues. 1) Pulp pricing has not been vibrant due to competition out of South America/Asia and 2) Quebec has cut the allowable timber cut. | 2005-05-13 | |
| DON'T BUY | 7.500 | Garth Jestley | Have avoided this one because they don't like deeply cyclical plays. Some risks, but OK if you want to take a chance on the price of pulp. | 2005-02-18 | |
| DON'T BUY | 7.800 | Leslie Lundquist | A cyclical. Will be volatile. Distributions will rise and fall. | 2004-10-07 | |
| DON'T BUY | 8.150 | Kevin Hall BComm, CFA | A very good mill and a low cost producer. A single asset type of trust with some volatility, so if anything should go wrong with that facility, they won't have cash flow. Demand for pulp has gone up and prices are near their cyclical highs. | 2004-09-24 | |
| TOP PICK | 8.890 | Ben Cheng | (Past top pick Feb 5/04. Up 13%.) Expects pulp prices to move higher and distributions will be increased. | 2004-07-15 | |
| VAGUE | 8.920 | Dean Orrico | In an industry that has a history of being very volatile. | 2004-05-05 | |
| WEAK BUY | 8.270 | Craig Porter | Pulp has been battered for the last few years so they had to cut distributions. Recently, we have seen the commodity bottom. Looking for a price increase which will benefit this company. Pulp demand is going up. | 2004-03-11 | |
| TOP PICK | 7.800 | Ben Cheng | Pulp prices have been low. chip prices have risen. Chip prices are moderating. Pulp prices may rise 15-20% | 2004-02-05 | |
| DON'T BUY | 7.300 | John Priestman | Highly cyclical. Canada is becoming less competitive in the global market in exporting pulp. | 2004-01-21 | |
| TOP PICK | 7.730 | Glenn MacNeill, P.Eng. | This is a bet on pulp prices. Pulp has a good chance of doing very well next year. US election is a large consumer of paper and it is an Olympic year, another large consumer. | 2003-12-18 | |
| TOP PICK | 7.090 | Glenn MacNeill, P.Eng. | A bet on pulp prices. The pulp market is starting to turn around. At a low point. | 2003-12-11 | |
| DON'T BUY | 7.100 | Mark Jackson, CFA | Has a one plant operation in Quebec. Have concerns because of the rising Canadian dollar. Have already cut distributions once. May have to cut them again. | 2003-11-04 | |
| BUY | 6.680 | Bill Shaw | Abitibi will be receiving some of the distributions, which will cut the amounts received by shareholders. The share price is now an attractive buying opportunity for a 3 to 5 year holding. | 2003-10-14 | |
| DON'T BUY | 8.030 | Garth Jestley | Not a fan of the pulp commodities. Highly cyclical. A lot of competition. | 2003-07-30 | |
| BUY | 7.730 | Bill Shaw | A cyclical and near its bottom. May be a good time to buy. Tremendous upside possible on pulp prices. | 2003-07-09 | |
| BUY | 9.900 | Sandy McIntyre | A rising Cnd $ or a drop in pulp prices could reduce distribution. Thinks pulp prices which are volatile, are due to go up. | 2003-03-25 | |
| DON'T BUY | 10.350 | Gavin Graham | Not a fan of cyclical commodities like pulp/softwood in trusts. | 2003-03-05 | |
| TOP PICK | 10.200 | Mark Jackson, CFA | 11/12% yield. Likes pulp. | 2003-01-07 | |
| TOP PICK | 10.650 | Glenn MacNeill, P.Eng. | Distributions of about 11%. Pulp prices at a low. | 2002-08-29 | |
| BUY | 10.650 | Sandy McIntyre | Low cost producer. Good business. Pulp price is at a lowand should rise. | 2002-08-12 | |
| TOP PICK | 10.600 | Bill Shaw | At the low end of the cycle now for pulp. They have a good long term supply and cheap transportation. | 2002-08-08 | |
| TOP PICK | 10.000 | Roger Mortimer | Abitibi involvement. Yield is 12% plus growth. | 2002-07-29 | |
Experts that have talked about SFK Pulp Fund
Rss Top Picks Feed
