Kevin Stanley
Long/short equity, event-driven, research analyst, CFA

Louisiana Pacific: Stumbling Out Of The Gate In 2014

Executive summary:

    Reversion back to high historical correlation between OSB price and LPX stock implies near-term stock declineWeak OSB pricing could result in further downside to 2014 consensus EBITDA estimateSoftening housing data showing limitations to 2014 end market demandValuation does not support fundamentals; short interest still lo...
Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
You are protected by the Seeking Alpha Money Back Guarantee and will get a prompt refund on the unused portion of your subscription at any time, for any reason.