| SELL | 18.890 | Ryan Irvine | Sold his holdings about a year ago mainly because of the uncertain market. Still have decent valuations. If it went back to $12/$13 he would Buy back in. | 2008-08-20 | |
| SELL | 18.750 | Michael Sprung | (Market Call Minute.) | 2008-08-14 | |
| Comment | 14.560 | Alexander Lane, B Comm, CFA | Had a lot of speculative interest and got ahead of where it should be. Strong land position in China. Balance sheet is fine. Forest sector overall has been weak. Thinks Chinese and Indian markets are probably bottoming out. | 2008-07-23 | |
| SELL | 18.940 | Ryan Irvine | He sold out of this company in the $17-$18 range. A bit concerned with the debt levels. Good growth in terms of earnings. | 2008-01-16 | |
| WATCH | 13.320 | Gavin Graham | Great play on longer-term growth in consumer incomes and middle class in China. Growing trees to make furniture, wooden housing, etc. Stock has done well, and you might want to watch to see how well the Chinese government does in reining in the 11% growth. | 2007-04-23 | |
| DON'T BUY | 6.370 | Jean-Francois Tardif | Grows trees in China. The stock has stayed cheap for years and he doesn't know what to think of it. | 2006-11-16 | |
| SELL | 5.690 | Larry Berman CFA, CMT, CTA | Tends to do well when the Cdn$ is weakening. Had a very nice pop in the last couple of months. Has a tremendous amount of resistance from all its highs and doesn’t see it going through that any time soon. If you are a trader, lighten up at this point. | 2006-11-02 | |
| WATCH | 5.900 | Ron Meisels | Had a run up to almost $7 and then had a correction with the rest of the market. It is still above its 200-Day moving average and you want to see $6/6.25 to see a continuation of the uptrend. | 2006-07-05 | |
| BUY | 6.080 | Werner Muehelemann | Trading around 10 X earnings and expect the stock price will go higher. Demand for their wood product is very high. | 2006-04-12 | |
| HOLD | 5.240 | Bill Belovay | The largest Canadian investor on the forestry side in China. They grow trees for lumber and fibre. China is very short of fibre so they are well placed. They will be doubling production in the particle board business. Has had a very strong run-up. | 2006-01-05 | |
| WEAK BUY | 2.730 | John Zechner | Commodity prices in this sector are still under pressure. Cheap. Starting to warm up to the sector. | 2005-07-04 | |
| DON'T BUY | 2.680 | Ron Meisels | Below its 200 day moving average. A weak stock that is not really looked at by institutions. | 2005-06-14 | |
| BUY | 4.180 | Ron Meisels | The stock is turning around. Had built a wonderful base to the end of '02 and then a rise up to $7. This was followed by profit taking so the stock reversed in '04. Then had an accumulation period followed by another leg. It's above its 200 day moving average. | 2005-02-01 | |
| TOP PICK | 3.380 | Werner Muehelemann | Paper and forest industry has been very difficult. Likes this one because of its exposure to China. Very cheap at 5 X earnings. The company has had the opportunity to buy more plantations allowing them to increase their production. | 2005-01-06 | |
| BUY | 3.540 | Ron Meisels | Settled down in March and did some base building. Moved above its 200 day moving average. All the indicators are positive. | 2004-12-01 | |
| TOP PICK | 3.050 | Werner Muehelemann | A cheap stock at 5 X next year's earnings. Has ahd a 20% increase in EPS over the last year. | 2004-10-25 | |
| DON'T BUY | 3.300 | David Baskin | Nothing wrong with the company but managament has done a very poor job of communications to shareholders and the investment community. | 2004-10-04 | |
| BUY | 2.870 | Werner Muehelemann | Positive on the stock. Has been volatile. A growth story. Stock is extremely cheap at 6 X forward earnings. | 2004-08-09 | |
| HOLD | 2.830 | David Baskin | Not a bad company, but they have terrible shareholder relations. Trading at about 4 X earnings. | 2004-07-29 | |
| BUY | 3.000 | David Baskin | Had recommended it when it was $5/6. Still likes the story. Cheap. | 2004-06-02 | |
| DON'T BUY | 3.050 | Mark Jackson, CFA | Has been successful in the market and controversial. Doesn't like the risk of dealing with unknowns. | 2004-05-28 | |
| DON'T BUY | 2.950 | Ron Meisels | Had a wonderful up-leg in 2003 but in early 2004, fundamental problems started to come in, so had quite a negative selloff. It's probably getting to the point where some support should come in but a lot of the excitement on the stock is now history. | 2004-05-21 | |
| DON'T BUY | 2.500 | Peter Hodson | Have to be cautious as they just diluted their shareholders by issuing 35 million shares. Talk about how much $ they'll make from harvesting trees but spent 70 million on new trees and only got 50 million in in revenues. Suspicious. | 2004-05-17 | |
| WEAK BUY | 3.750 | David Baskin | Terrible at public-relations and bad at getting their story out so the price is down. Profits are very strong. Prospects in China are very good. | 2004-04-27 | |
| PAST TOP PICK | 3.130 | David Baskin | (A past top pick Mar 1/04. Down 53%.) Right after this was chosen, they came out with a share issue which was dilutive and an analyst questioned the value of the forests. Holding waiting for quarterly results and what the new share issue will mean. | 2004-04-13 | |
| DON'T BUY | 3.310 | Peter Hodson | Street didn't like them selling rights to management so it took a drop. Doing all kinds of games, moving things around. Raising some money so will duly shares by about 30%. | 2004-04-08 | |
| DON'T BUY | 3.200 | Bill Carrigan | Got a spike in February and from that there has been a nasty pullback. If you traded, it would just be a dead cat bounce. | 2004-04-01 | |
| HOLD | 3.300 | Ross Healy | Fair market value is around $7/8. The market has been upset with management. | 2004-03-29 | |
| DON'T BUY | 4.180 | Norman Levine | Analyst visited and found that they did not have the forest capacity they said they had. Can't count on their numbers. Management integrity is in question. | 2004-03-22 | |
| HOLD | 6.000 | Michael Sprung | Nothing wrong with the fundamentals. One analyst felt it had reached his price target, which caused the stock to drop. Other analysts feel the company is on track and doing what it said it would. | 2004-03-04 | |
| TOP PICK | 6.980 | David Baskin | As China becomes increasingly urbanized, the need for wood products grows. Inexpensive. Slight political risk. | 2004-03-01 | |
| BUY | 4.150 | Michael Smedley | Could be a good play on the increasing Chinese economy. Has tremendous assets in China. | 2003-12-18 | |
| BUY | 3.350 | Michael Smedley | Probably has further to go. | 2003-09-30 | |
| HOLD | 2.960 | Michael Smedley | A small company, but you have access to a large forestry generation company.A good hold. | 2003-08-08 | |
| BUY | 2.650 | Michael Smedley | An immense tract of forest in China. Looks like a super asset play. | 2003-07-18 | |
| STRONG BUY | 2.650 | Peter Hodson | Rise in stock is due to the company being split. This split could create a lot of value. Very cheap. | 2003-07-10 | |
| DON'T BUY | 0.900 | Mike Weir | Visibility of earnings is poor so shares are depressed. | 2002-08-26 | |
| DON'T BUY | 1.220 | Brendan Kyne | Stock has under performed and info is difficult to access. | 2001-07-04 | |
| BUY | 1.210 | David Baskin | Have had a good growth. Price could double or triple instantly. | 2001-02-27 | |
Experts that have talked about Sino-Forest Corp
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