Weyerhaeuser Company
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Play It Safe With This Timber REIT
By Mark Lin - May 18, 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 »
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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 »
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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 »
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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 »
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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 »
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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 »
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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 »
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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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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 »
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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 »
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Mimicking This Money Manager May Be Your Way to Financial Prosperity
By Meena Krishnamsetty - April 3, 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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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 »
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Forest Products Equities Gird for Richer Home Market Harvest
By Arturo Cuevas - March 23, 2013 | Tickers: DEL, UFPI, WY
Recently released government economic data further bolstered the wisdom of a stock portfolio with a position in forest products equities like Weyerhaeuser (NYSE: WY). This March, the U.S. Commerce Dept. announced that housing starts in February rose 0.8% to 917,000 units, while residential construction permits surged 4.6% to 946,000 units, setting the fastest pace for both benchmarks in nearly five years. These statistics indicate that more »
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Shakeups From This Growth Hedge Fund
By Marshall Hargrave - March 21, 2013 | Tickers: DAL, F, GM, UAL, WY
Ken Heebner is the co-founder of Capital Growth Management, a money management firm with more than $6 billion under management. The hedge fund is growth-oriented and was founded by Heebner in 1990. Capital Growth, on an average, has a 17.2% return as against the 12.8% return of the index, and of late the fund has been been making bets on airlines.
Capital Growth's new picks
A couple more »
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Canada's Warren Buffett Loves This Stock
By Mike Thiessen - February 5, 2013 | Tickers: IP, RFP, WY
Resolute Forest Products (NYSE: RFP) is a global forest products company. The stock trades around $14.00 and emerged from bankruptcy at the end of 2010. High levels of debt in a period of weak demand in paper and forest products pushed RFP into bankruptcy protection. Since emerging, housing and print media demand in North America has stabilized, but at lower levels. RFP has caught the attention of Prem Watsa more »
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More Bets on a Housing Recovery
By Reuben Brewer - January 4, 2013 | Tickers: LEN, PCL, BX, TOL, WY
Bloomberg.com recently ran an article about how private equity and hedge funds are betting on housing by buying distressed mortgage debt from the government. This, on top of aggressive moves to buy distressed homes directly from banks, could be a sign that a housing turn is on its way.
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Betting on This Forest Product Stock Along With Prem Watsa
By Anh HOANG - December 21, 2012 | Tickers: IP, RFP, SON, WY
The “Canadian Warren Buffett” Prem Watsa just recently added Resolute Forest Products (NYSE: RFP) to own nearly 19.9 million shares in this global forest products company. As of September, Resolute Forest ranked the fourth biggest positions, accounting for 13.3% of Prem Watsa’s investment portfolio. What is it in the company that Prem Watsa likes so much?
Business snapshot
Resolute Forest Products, previously known as AbitibiBowater Inc, with more »
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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 »
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A Christmas Story
By Michael Carter - December 17, 2012 | Tickers: CNK, MAT, WY
This year, A Christmas Story will exceed 300 showings on the Turner family of networks since TNT began airing ’24 Hours of A Christmas Story’ in 1997. Even though seeing Ralphie get his Red Ryder BB gun can be entertaining, even after the 10th time, I think investing in Christmas Day can be even better than that. Here are some investing ideas to consider as your Christmas story approaches more »
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5 Stocks for the Holidays
By Michael Nolan - December 12, 2012 | Tickers: MAT, MKC, TGT, WMT, WY
It’s that time of year.
That sentence may evoke different thoughts for everyone, from finals for students to serving Santa duties for parents. However, no matter the demographic, this holiday season, there’s a little something for everyone in the stock market.
While it can get easy to forget about investing in the few most hectic weeks of the year, many stocks thrive the most around this time of more »
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