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Rayonier, Inc.

  • Too Many Converts to REITs Isn't a Good Thing

    By Reuben Brewer - May 6, 2013 | Tickers: CXW, IRM, PENN, RYN

    My concern about corporations converting to real estate investment trusts (REITs) to save on taxes was recently echoed by The New York Times. It's a big issue at a time when the government, at all levels, is trying raise more revenue. If you own a REIT, you need to monitor the conversion trend.

    What is a REIT

    Real estate investment trusts were created to allow small investors the opportunity more »

  • The Buyout Offer for This Cellulose Products Maker Is Cheap

    By Anh HOANG - May 2, 2013 | Tickers: BKI, RYN, WY

    Recently, Buckeye Technologies (NYSE: BKI) received a buyout offer from Georgia-Pacific LLC to acquire the company for $37.50 per share in cash, with a total transaction value of around $1.45 billion, including debt. The buyout offer represented a 29% premium to the average closing price of Buckeye on the market last week. Right after the announcement, its share increased to as high as $37.86, its biggest gain more »

  • The Last Remaining Play on the Housing Recovery

    By Ted Cooper - April 13, 2013 | Tickers: PCL, RYN, WY

    Investors who are just now recognizing that a broad recovery in the U.S. housing market is well underway are almost too late to the party -- nearly every stock connected with the housing industry has run up already. However, despite the broader run-up in prices, some of the uglier and more cyclical businesses still trade at decent prices for investors who want to catch the tail-end of the rally.

    Most more »

  • It's Good To Be Green

    By Reuben Brewer - April 10, 2013 | Tickers: PCL, RYN, WY

    When it comes to recycling, the ultimate recyclable products come from trees. The three most notable companies in the lumber space, Plum Creek Timber (NYSE: PCL), Weyerhaeuser (NYSE: WY), and Rayonier (NYSE: RYN), are worth watching for more aggressive investors.

    Trees Grow Back

    The environmental impact of plastic has led people to seek out alternatives. The most logical substitute is often an old favorite—paper. Not only is paper biodegradable more »

  • It's Good To Be Green

    By Reuben Brewer - April 9, 2013 | Tickers: PCL, RYN, WY

    When it comes to recycling, the ultimate recyclable products come from trees. The three most notable companies in the lumber space, Plum Creek Timber (NYSE: PCL), Weyerhaeuser (NYSE: WY), and Rayonier (NYSE: RYN), are worth watching for more aggressive investors.

    Trees Grow Back

    The environmental impact of plastic has led people to seek out alternatives. The most logical substitute is often an old favorite—paper. Not only is paper biodegradable more »

  • Money Doesn’t Grow on Trees, But Wealth Grows With Them

    By Ken McGaha - March 28, 2013 | Tickers: LPX, PCL, RYN, WY

    Money might not actually grow on trees; but, you can certainly build wealth by growing them. It doesn’t matter what stage the current business cycle is in or what monetary policy the Federal Reserve has in place; trees don’t care. They grow at about 6% per year. In addition, land prices tend to rise at a long-term annualized rate of about 2%-3%. When market conditions are unfavorable more »

  • Shiver Me Timbers! "Log" These Companies in Your Portfolio

    By Michael Ugulini - January 29, 2013 | Tickers: PCL, RYN, VMC

    Today, as an investor, do you have the proverbial intestinal fortitude to invest in an industry sector that depends on the housing and even still the publishing industry to some extent? It's not to say that Plum Creek Timber (NYSE: PCL) and those of its ilk can't get along with advancing their businesses somewhat when there's trouble in these sectors. However, it's infinitely more difficult and more »

  • 3 Timber Stocks To Watch

    By Shweta Dubey - December 21, 2012 | Tickers: PCL, RYN, WY

    Among all the sectors which are showing the signs of recovery in the US economy, the Housing market is the one which is making a strong comeback. According to the most recent Fiserv Case-Shiller data, the real-estate market this year was the most stable since the housing bubble-burst in 2006. As per this data, the prices of houses are rising again and have already increased by ~1.2% since last more »

  • How to Hedge Housing’s Next Move

    By Matthew DiLallo - December 7, 2012 | Tickers: HOV, PCL, PCH, RYN, WY

    Consider for a moment what Ara Hovnanian, the CEO of major US homebuilder Hovnanian (NYSE: HOV) said recently about housing,

    We are undoubtedly well on the recovery route. It's not a question of are we beginning it. I'd say it began at the beginning of this year and that's not just for Hovnanian, that's for the entire industry…that means we're all going to start more »

  • Don't Bet On a Casino REIT

    By Reuben Brewer - December 6, 2012 | Tickers: AMT, IRM, LAMR, MAR, PENN, PCL, RYN, RHP, WY

    Penn National Gaming (NASDAQ: PENN) shares shot up after it announced plans to split itself into a gaming company and a real estate investment trust (REIT). This follows on the heels of a number of other companies announcing or making similar shifts. While it makes sense for some companies, it is probably best for investors to avoid Penn National's “casino REIT” when, and if, it comes along.

  • Don't Miss the Forest For the Trees

    By Steve Van - December 5, 2012 | Tickers: PCL, RYN, WY

    The recent rise in lumber futures and last month’s news that October housing starts were at their highest level in four years suggest that this is a good time to look at forest products giant Weyerhaeuser (NYSE: WY), which I posted about back in May. In the earlier analysis of Weyerhaeuser and its competitors Rayonier (NYSE: RYN) and Plum Creek Timber (NYSE: PCL), I stated that Weyerhaeuser “is now more »

  • Steady Results Despite a Wobbly Economy

    By Matthew DiLallo - November 16, 2012 | Tickers: BAM, BIP, PCL, RYN, WY

    Global infrastructure owner Brookfield Infrastructure Partners (NYSE: BIP) reported earnings just after the elections in the US.  The company has insulated itself from much of the volatility in the global economy through their operations structure.  More than 80% of their cash flow is generated from either regulated businesses or through long-term contracts.  This insulation from the whims of the global economy has enabled the company to invest heavily over the more »

  • This Timber REIT is a Great ‘Pulp Friction’ Investment

    By Meena Krishnamsetty - November 13, 2012 | Tickers: EMN, PCL, PCH, RYN, WY

    At the 2012 Invest for Kids conference, Alex Klabin of Senator Investment Group pitched an idea he calls ‘Pulp Friction.’ Klabin’s pick, Rayonier (NYSE: RYN), is a timber REIT with performance fiber operations. Klabin says about Rayonier: "It has sex appeal...with the fiber segment having high margins and high barriers to entry and the REIT segment being like an annuity and inflation hedge." Both Klabin and Doug Silverman more »

  • Is an Old Favorite Back?

    By Chad Henage - September 27, 2012 | Tickers: RYN, DOW

    When looking for winning stocks, one easy way to separate the wheat from the chaff is to use a stock screener. Whether you are looking for a play on a particular industry, or just looking for companies that exhibit the same characteristics, like a good yield or fast growth, a screen can tell you that. I use The Motley Fool CAPS Screener on a regular basis, and I'm always on the lookout for companies that are both growing and pay a good yield. While I take investment advice with a grain of salt until I've done my own research, I don't mind having smart investors who agree with me either. I recently ran a screen on the CAPS Screener asking for: 3% or better yield, CAPS score of 4 or 5 stars, and a market cap of at least $500 million. To narrow the search further, I also wanted conglomerates because their diversified product lineup acts as a play on multiple industries at once. This screen only turned up two names, Dow Chemical (NYSE: DOW) and Rayonier (NYSE: RYN).

  • 3 More Great Companies I Want to Buy, Just Not At These Prices

    By Matthew DiLallo - September 18, 2012 | Tickers: PCL, RYN, SSW, UNH, WY

    I just wrote about the fact that I’ve been on the receiving end of more than my share of exceptional investing advice over the years.  As I said in that article, one of the investors that I’ve found has given more freely of his pearls of wisdom is none other than the Oracle of Omaha. A favorite Buffett quotes of mine is, “it is far better to buy more »

  • A Better Way to Profit From the Real Estate Recovery

    By Jonathan Yates - September 13, 2012 | Tickers: PCL, PHM, RYN, TOL, WY

    For investors looking to profit from the recovery of the housing market in the United States, businesses that operate in the lumber sector are far more attractive than home builder companies.  While home builder shares have surged in 2012, stocks in the lumber industry have also risen.  These timber stocks will not only gain when home builders do from better housing data in the United States, but also offer above-average more »

  • Nothing Exciting to Report from Plum Creek

    By Matthew DiLallo - August 3, 2012 | Tickers: BAM, PCL, PCH, RYN, WY

    You have to admit; there truly are few things more boring than an investment in timber. Plant a tree, wait, wait some more, send the kids off to college, wait again, harvest the tree and then repeat the cycle. While it’s not exactly that simple, it is hard to find much to be excited about.

    So when Plum Creek (NYSE: PCL) reported earnings the other day, I had to more »

  • Why I’m Buying this Great Resources Play

    By Matthew DiLallo - June 26, 2012 | Tickers: BIP, PCL, PCH, RYN, WY

    If you’ve followed me for any length of time, today’s trade for the “No Drip, No Mess” Portfolio should come as no surprise.  There are few companies that I’ve written more about because despite the boringness of their business, the management team is an excellent case study on how to manage a public company for the benefit of shareholders.  Not only are they the largest private landowner more »

  • Is Plum Creek’s Dividend Really Secure and Reliable?

    By Matthew DiLallo - June 21, 2012 | Tickers: PCL, PCH, RYN, WY

    I’ve been invested in Plum Creek (NYSE: PCL) for a long time, happily collecting dividend and option income along the way.  Shares for the most part have meandered along like a calm mountain stream; however, their underlying cash flows have been drying up.  The question that investors should be asking is if their dividend is as secure and reliable as management would seem to indicate.

    The Industry

    As a more »

  • Weyerhaeuser's Timber Portfolio- A Total Return Play

    By Steve Van - May 17, 2012 | Tickers: PCL, RYN, WY

    Weyerhaeuser (NYSE: WY) has seen its share price decline by about 25% in the past five years from around $26 in May 2007 to a recent price of around $19.50.  These figures are adjusted for dividends, including a special Real Estate Investment Trust (REIT) election distribution of $26.40 in July of 2010.  

    The company began transforming itself in response to the severe economic downturn that started in 2008 more »

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