Lumber prices should move significantly higher in both the near-term and longer term, and owning the stock of Tembec (OTCPK:TMBCF) is a good way to benefit from this. Most investors gravitate towards the stocks of the large lumber producers like West Fraser (OTCPK:WFTBF), Canfor (OTCPK:CFPZF), and Weyerhaeuser (NYSE:WY) to get exposure to lumber prices or to the smaller producers like Interfor, Western Forest Products, or Conifex that are focused primarily on lumber. However, any given change in lumber prices causes a much larger change in EPS relative to the stock price for Tembec than for most of these other lumber producers. This effect is so strong that rising lumber prices and the...
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