Weyerhaeuser Company

  • Reaching for the Summit on Iron Mountain

    By Kells Hetherington - August 27, 2013 | Tickers: DLR, UFS, DFT, IRM, WY

    <img src="http://g.foolcdn.com/editorial/images/68058/ironmountain_large.png" width="240" />

    Investors' long ascent up Iron Mountain (NYSE: IRM) was stymied by the IRS, which issued a "tentatively adverse" ruling in response to the company’s planned conversion to a Real Estate Investment Trust (REIT).  The day the IRS news was made public, shares of IRM plunged 16%.  However, the pending IRS decision on Iron Mountain is a paradox from which investors are set to profit.

    Iron Mountain stores paper documents more »

  • 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 »

  • REIT Investment Opportunities Continue to Become More Diverse

    By Brian Shaw - July 3, 2013 | Tickers: AMT 131116P00072500, DLR, PCL, VNQ, WY

    Traditionally, companies that own office buildings, shopping malls, and apartment complexes have been the most likely to be structured as real estate investment trusts (or “REITs”). However, there has been a trend in recent years for a much broader range of companies to make the conversion to a REIT structure. This conversion process has been so widespread that the IRS has begun to ramp up scrutiny of the application of more »

  • Investors: Who Do You Believe?

    By Michael Ugulini - July 1, 2013 | Tickers: PCH, RFP, WY

    As an investor, if there is ever a time for engaging in even more diligent “due diligence,” that time is now. There’s a lot of hot air blowing around, and it isn’t just because summer’s arrived. The current investment climate is rife with hype, bold (and maybe even some unfounded prognostications), and contradictory views that can confuse investors.  

    I’m looking at the lumber, forest products, and 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 »

  • How This Company Is Aiming Big With a $2.6 Billion Deal

    By Mike Thiessen - June 26, 2013 | Tickers: BAM, PCL, WY

    A recent deal between Federal Way, Washington-based lumber REIT Weyerhaeuser (NYSE: WY) and Toronto-based property management firm Brookfield Asset Management (NYSE: BAM) could have important ramifications for the firms' shareholders. Judging by its size and scope, it could have significant implications for the timber and home-building industries as well.

    The core of the deal involves the exchange of Longview Timber Company, a wholly owned subsidiary of Brookfield. Longview owns nearly more »

  • Weyerhaeuser's $2.65 Billion Forest

    By John Moore - June 21, 2013 | Tickers: LPX, UFPI, WY

    Weyerhaeuser (NYSE: WY) will buy 645,000 acres of timberland from Longview Timber  for $2.65 billion. Weyerhaeuser plans to fund the deal with a 50-50 split of equity and debt that would total $2.45 billion. This company – and the timber industry in general – has been systematically positioning itself for the housing recovery. Who says only tech companies can mega-deal?

    Weyerhaeuser has spent the past few years optimizing its 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 »

  • Yelling Timber!

    By Victor Lai - June 10, 2013 | Tickers: WOOD, PCL, WY

    While this commodity doesn't get as much attention as its popular cousins oil and gold, wood is also a scarce and valuable natural resource.  What's more, I think the secular case for lumber is strong due to how the world is changing.  As countries develop and industrialize, they typically follow a pattern of building and resource consumption.  It starts with demand for concrete to lay out a foundation more »

  • A Win-Win Scenario

    By Brendan Marasco - June 3, 2013 | Tickers: PCL, PLD, BX, WY

    Earning income from owning profit-producing assets sounds great. It is.

    Real Estate Investment Trusts (REIT) should comprise a part of each person’s asset allocation. Are you living in retirement, wanting supplemental dividend payments? Are you paying down the mortgage on that first house? How about the extra cash to take your family out to dinner? Regardless of the scenario, REITs can be an effective solution to portfolio needs.

    Why 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 »

  • Play It Safe With This Timber REIT

    By Mark Lin - May 23, 2013 | Tickers: PCL, PCH, WY

    Timber REITs are more defensive and better inflation hedges than other types of REITs. But not all timber REITs are created equal. Plum Creek Timber (NYSE: PCL), North America’s first and largest timber REIT, is the best proxy for the growth in demand for timber with the recovery in the U.S. housing market, given that it has limited non-timberland businesses unlike its peers. Furthermore, its attractiveness relative to more »

  • Shareholders Are Getting Robbed by These Companies

    By Ted Cooper - May 9, 2013 | Tickers: IP, RFP, WY

    Commodity businesses are rarely wonderful, but some are downright terrible. Companies in the paper and packaging industry are net value destroyers, and shareholders should demand a full return of capital. Instead of doing this, though, companies like International Paper (NYSE: IP) continue to pour free cash flow back into money-losing businesses.

    Lately, companies like Resolute Forest Products (NYSE: RFP) and Weyerhaeuser (NYSE: WY) have become better stewards of shareholder capital 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 »

  • 3 Stocks for the U.S. Housing Boom

    By Leo Sun - May 1, 2013 | Tickers: DHI, HD, WY

    The U.S housing market is still going strong, according to the S&P Case-Shiller Index of property values in 20 major cities in the United States. The price index, which gauges the health of the domestic housing market, rose 9.3% year-on-year in the three-month period ending in February. That jump, which exceeded the median analyst forecast of 9.0%, represents the index’s biggest year-on-year increase since October more »

  • Timber Investing for the Average Investor

    By Jeff Stouffer - April 24, 2013 | Tickers: WOOD, PCL, WY

    Investing in timber has always been one of my preferred alternative investments. Returns are based more on the supply and demand of timber than the overall stock market. One of the key fundamental drivers for timber is new housing construction. Home building appears to be on a rebound, and all the excesses that occurred before the market meltdown of 2008 seem to be absorbed.

    Direct investment in timber has primarily more »

  • Harvard Likes the Housing Market

    By Reuben Brewer - April 24, 2013 | Tickers: DHI, LEN, PCL, WY

    Harvard University's endowment has an impressive track record when it comes to investing. The endowment's head recently told a Thomson Reuters-sponsored conference that the housing rebound is a “bright spot” in the U.S. market. Here are a few ways to invest in the space.

    A Good Record

    According to Reuters: “Over the last two decades, Harvard's $31 billion endowment, the nation's largest, has delivered annualized 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 »

  • Mimicking This Money Manager May Be Your Way to Financial Prosperity

    By Meena Krishnamsetty - April 11, 2013 | Tickers: DAL, MHK, PSA, UAL, WY

    Back in the day when hedge funds, mutual funds, and other “big-shot” investors were considered a novelty by many “common” folk, Ken Heebner was considered the number one mutual fund manager in the country. It’s always important to key in on elite funds, as retail investors are using strategies to beat the market. While Heebner understands why his positions in stocks that count on a bullish economy—such as more »

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