Bigsky Investments®
  • Home
  • Blog
  • On Watch
  • Equity Research
  • Portfolio
  • Market Data

Lumber & Timberlands

12/19/2017

0 Comments

 
Picture
Lumber prices are hovering near decade highs.
Picture
Picture
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.
Picture
Other players in the space Include
 Rayonier (RYN), Universal Forest Products (UFPI), Polatch (PCH), Patrick Industries (PATK), and Boise Cascade Company (BCC). 
Picture
Picture
Potlatch (PCH) Merges with Deltic Timber (DEL) First Half of 2018:
Picture
0 Comments
    Picture

    R. J. Sullivan IV

    Equity Research
    Portfolio Management
    ​Trading

    Contact
    Picture
    Picture

    Archives

    April 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2016
    May 2016
    March 2016
    January 2016
    September 2015
    August 2015
    April 2015
    March 2015
    February 2015
    January 2015
    December 2014
    November 2014

    Categories

    All

    RSS Feed

© BIGSKY INVESTMENTS®​

DISCLAIMER: This is a personal web site, reflecting the opinions of its author(s). It is not a production of my employer, and it is unaffiliated with any FINRA broker/dealer. Statements on this site do not represent the views or policies of anyone other than myself. The information on this site is provided for discussion purposes only, and are not investing recommendations. Under no circumstances does this information represent a recommendation to buy or sell securities. DATA INFORMATION IS PROVIDED TO THE USERS "AS IS." NEITHER BIGSKY INVESTMENTS®, NOR ITS AFFILIATES, NOR ANY THIRD PARTY DATA PROVIDER MAKE ANY EXPRESS OR IMPLIED WARRANTIES OF ANY KIND REGARDING THE DATA INFORMATION, INCLUDING, WITHOUT LIMITATION, ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.
✕