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West Fraser Timber

Stock Symbol: WFT-T

Last Price Recorded: 83.9800 on 2013-05-18 01:14:16

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Date Signal Expert Opinion Price
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
2013-02-25 BUY on WEAKNESS Peter Brieger

Loves the lumber stocks but they have had a good run. On a pull back of roughly 10%, he would be a buyer of Canfor (CFP-T), International Forest Products (IFP.A-T) or this one.

 Price:
$80.650
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-01-29 HOLD Nick Majendie

US housing starts continue to surprise on the upside so outlook for lumber remains good and pulp not too bad. His target on this is in the low $80’s.

 Price:
$80.780
Subject:
CANADIAN LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2013-01-07 BUY David Burrows

This group has had a good run and it does appear there is improvement taking place in the US housing market and lumber pricing is moving along with it. This is a higher risk position, so you want to have a Stop on it.

 Price:
$75.000
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2012-12-31 BUY Don Vialoux

Seasonal period is from Mid Oct until end of Feb and then another spurt into April.  You have a winner here. 

 Price:
$70.050
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Unknown
2012-12-28 DON'T BUY James Hodgins

Had a great year but doesn’t think this is a great entry point. He has been in the stock for about 6 months and has a small remnant remaining. Neutral on the stock. Often, in January, the winners from the prior year have a little hiccup. If there was a 10%-15% pullback he would get interested again.

 Price:
$71.730
Subject:
MARKET NEUTRAL INVESTING: SMALL/MID-CAP
Bias:
BULLISH on PRECIOUS METALS
Owned:
Yes
2012-12-17 HOLD Peter Brieger

Has had a heck of a run. Largest lumber company globally. Would like to see the price dropped to $65. Price of lumber is projected to go up substantially during the next several years because some of the lumber capacity has been shut down. Also, looking at Canfor (CFP-T).

 Price:
$70.180
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2012-12-14 COMMENT Fabrice Taylor

Housing recovery in the US is very real right now. The one issue with BC based lumber companies is the pine beetle, which is very serious. If you own, consider taking some profits.

 Price:
$70.640
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2012-11-21 BUY Michael Sprung

All the timber stocks have been on a roll.  Reacting positively to a housing recovery in the US.  If there is a pullback he would certainly jump in, but you don’t have to wait for a pullback even.

 Price:
$9.660
Subject:
CANADIAN LARGE
Bias:
BEARISH
Owned:
No
2012-11-06 BUY Don Vialoux

You want to buy this stock right around the end of October and take some profits in April. This particular security is breaking through a multiyear high, which is even better. Technicals are very much in tune in this case.

 Price:
$63.100
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2012-10-31 COMMENT Brooke Thackray

Lumber stocks tend to do very well at this time of year. This is also the time of the year when the housing industry does extremely well. It will be interesting to see if it can get through $63. If you don’t own, wait for it to go through $62.60 and if it does that on good volume, that would be a Buy.

 Price:
$60.490
Subject:
SEASONAL INVESTING
Bias:
OPTIMISTIC
Owned:
Unknown
2011-08-24 DON'T BUY David Baskin Biggest market for dimension lumber in the work is US housing market. Statistics on housing starts in US are dismal. Over built neighborhoods need to be used up. Well run company with good properties but they can’t control the commodity price. Lumber prices will start to take off when unsold homes in US are gobbled up next year.
 Price:
$42.290
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2009-06-18 DON'T BUY David Baskin Before dimension lumber can gain any momentum there has to be evidence that more homes will be built in the US. Inventory of unsold new homes has been declining somewhat but the number of new homes being sold is very low. There is also the political situation regarding softwood lumber.
 Price:
$24.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2009-01-27 WAIT Norman Levine Forest product industry is dreadful looking but the best part of it is in BC. The ones you want to own would have strong management and strong balance sheets. This one fits the bill. When the downturn stops, this one will be one of the major beneficiaries.
 Price:
$28.710
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2006-12-07 BUY Gavin Graham Doesn’t own the shares, but owns the bonds. It’s a survivor. Acquired a bunch of mills in the Pacific south, which gives it geographical split.
 Price:
$42.750
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
Showing 1 to 15 of 36 entries
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