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West Fraser Timber Stock Symbol: WFT-T

Last Price Recorded: 48.0200 on 2014-04-23 01:14:16

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Date Signal Expert Opinion Price
2014-04-17 HOLD Jeff Parent B. Eng. FCSI

Looking at the dollar weighted trading price to see where most volume occurs, it is $45 even. It bounced off there a few days ago. The next support level is around $41. He would use $45 as a support level and would continue to Hold the stock right now.


Price:
$48.100
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-03-24 WAIT Peter Brieger He sold a similar one because the housing had had a good start in the US and he took profits. He likes US housing long term. He may repurchase one of these in the future.
Price:
$50.770
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
No
2014-02-06 BUY Teal Linde

He got out too early.  There is a supply issue in the US.  They bought 65K board feet of lumber in 2005 and then it dropped to 40k a couple of years later.  There were problems in Quebec and Vancouver so now supply is short.  If American demand goes up there is simply just not enough supply.  He is not into the forest stocks because there are so many empty houses in the US right now. 


Price:
$55.500
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-01-23 BUY David Burrows

Falling Cdn$ has been a tailwind for all the lumber companies. The bigger story is that we are in a slow improving housing market in the US. He doesn’t expect it to boom, but just generally get better. Supply is still relatively restrained in North America. There has been lots of money made already and he would encourage you to identify an exit price in the event these things roll over.


Price:
$58.800
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-01-16 HOLD Paul Taylor

Stay the course.  Directly tied to US housing recovery.  The US sector is massive.  There are so few attractive alternatives.  It is well positioned and there is support in the fund flow into this one. 


Price:
$57.440
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US EQUITIES
Owned:
Unknown
2014-01-02 SELL Ross Healy

Has good earnings momentum behind it and if housing continues to be very good then there will be more for 2014.  The bad news is that when you look at forest products, they are always the cheapest when they are expensive.  You have to look at price to book.  You should sell them when price to book is too high.  It is early but soon you should he taking your profits. 


Price:
$100.870
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-12-11 COMMENT Michael Sprung

Just announced a 2-for-1 stock split. Feels we are in a very positive timber cycle right now, particularly with US housing beginning to pick up. These cycles tend to go for years. You could wait for a pullback, but over the next few years, timber stocks in general are going to do very well.


Price:
$97.210
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
No
2013-11-29 BUY on WEAKNESS John Zechner

All these stocks have come under some pressure. Housing stocks have pulled back as well. Feels that the US housing story is still intact. Forest products in general look fine. Sold some of his holdings of this recently, but would look to buy back into the mid to low $80s.


Price:
$93.800
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2013-11-25 BUY Norman Levine

Biggest guy in the business.  Buying on the 200 day average is probably a good idea but in the long run the timing is irrelevant.  If you are a short term investor then you look out for it.


Price:
$90.810
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2013-10-25 BUY Brooke Thackray

This is the season for lumber and homebuilding stocks to do well. Technically, the chart shows a rising bottom coming up towards the flat line. If it breaks above, you are looking forward to it going much higher.


Price:
$89.590
Subject:
SEASONAL & TECHNICAL
Bias:
BULLISH
Owned:
Unknown
2013-09-05 BUY Colin Stewart

These are great companies to own.  Lumber is benefiting from a recovering housing industry and there is also a shortage of lumber because it is getting shipped to China and then there is the Pine Beetle that will affects lumber for a couple of years.  Not overvalued.


Price:
$85.890
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
No
2013-07-18 WAIT John Zechner

Had a huge beat on the earnings today, but thinks there is further pullback coming.  Be careful with lumber stocks.  He thinks the housing sector is rolling over.


Price:
$90.350
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2013-06-18 HOLD Michael Bowman

This one has a lot more room to go. These companies are just starting to move now. If you don’t have a full position, you could Buy more.


Price:
$84.590
Subject:
CANADIAN LARGE & ETFs
Bias:
BULLISH
Owned:
Unknown
2013-05-29 BUY on WEAKNESS Peter Brieger

Low $70’s, such as $74 would be a comfortable entry point for him.


Price:
$77.370
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2013-04-12 SELL Don Vialoux

This is one of the most seasonal trades. It bottoms around the middle of October and usually peaks around this time of year. During the last 2 weeks, the stock is starting to show some signs of underperformance, relative to the Toronto market. It is also below its 20 day moving average. Historically, the seasonal trade ends April 15 so if you own, now would be the time to take profits.


Price:
$83.730
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 50 entries
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