Rayonier, Inc.

  • Mario Gabelli Is Bullish About These Two Businesses

    By Anh HOANG - August 5, 2013 | Tickers: BKI, CST, RYN

    Mario Gabelli, the founder of GAMCO Investors, currently manages as much as $40 billion in total asset under management. In the past 10 years, he managed to deliver a sweet annualized return at 9.7%, beating the S&P 500’s return of 7.2% during the same period. In the second quarter, he initiated long positions in two businesses, including Buckeye Technologies (NYSE: BKI) and CST Brands (NYSE: CSTmore »)

  • Pinocchio Does Not Play Soccer

    By Damian Illia - July 9, 2013 | Tickers: PCL, RYN, WY

    At the potrero - slang for the neighborhood’s soccer field - those who can’t perform are said to have wooden legs. The slang is meant to look down on soccer players who lack dribbling skills.

    In this analysis, however, everything related to wood is good. Since the timber industry is steadily recovering, Plum Creek Timber (NYSE: PCL), Rayonier (NYSE: RYN), and Weyerhaeuser (NYSE: WY) have seen its reports become increasingly more »

  • A Strategic Timberlands Deal

    By Anh HOANG - July 3, 2013 | Tickers: PCL, RYN, WY

    Recently, Weyerhaeuser Company (NYSE: WY) has made a good move to expand its U.S. timber portfolio by acquiring Longview Timber from Brookfield Asset Management. The total transaction was worth $2.65 billion, including the assumption of debt. Weyerhaeuser has not performed well on the market, gaining only 2.4% since the beginning of the year which is much lower than the S&P 500’s return of more than more »

  • How to Build Up Your Portfolio

    By Marshall Hargrave - June 27, 2013 | Tickers: PCL, RYN, WY

    Plum Creek Timber (NYSE: PCL), one of the largest private timberland owners in the U.S., is down some 10.5% over the past month, which is well above the 2.5% pullback in the S&P 500. Now appears to be a great time to buy this market-leading timber REIT.

    Plum Creek is one of the largest private owners of timberland in the U.S., owning some 6.6 more »

  • The Effects of an Improving Housing Market

    By Robinson Roacho - June 17, 2013 | Tickers: RYN, RFP, WY

    The housing market has been improving recently. The low interest rates set by the Fed to stimulate the economy and the declining unemployment rate have positively influenced the housing market. The demand for new homes is strong. According to several construction companies, there was a rise in new homes orders in the first quarter of 2013.

    Houses in the United States are mainly built from wood. Further, S&P expects more »

  • IRS Rethinking REIT Conversions Is Good News

    By Reuben Brewer - June 14, 2013 | Tickers: CXW, IRM, PENN, RYN

    Iron Mountain (NYSE: IRM) saw its shares drop over 15% in one day because the Internal Revenue Service is raising questions about its planned conversion to a real estate investment trust (REIT). Although that may sting the company's shares, and a few others, it's a good thing for the REIT industry.

    Everyone in the water

    Wall Street does most things in grand style. That's what leads to more »

  • The Last Remaining Play on the Housing Recovery

    By Ted Cooper - June 3, 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 »

  • 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 131116P00072500, 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 »

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