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Lumber & Timberlands

12/19/2017

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Lumber prices are hovering near decade highs.
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This has got me very interested in the space.
I have a keen eye on Weyerhaeuser. I am going to do a more thorough equity analysis on WY, but for now just know that with over 13.1M acres of American timberlands. Weyerhaeuser is sitting on literal mountains of cash.
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Other players in the space Include
 Rayonier (RYN), Universal Forest Products (UFPI), Polatch (PCH), Patrick Industries (PATK), and Boise Cascade Company (BCC). 
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Potlatch (PCH) Merges with Deltic Timber (DEL) First Half of 2018:
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    R. J. Sullivan IV

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