Roger Nusbaum

Money Doesn't Grow on Trees?

I may be missing something. The top five make up 57% of the index? You list the top ten of the fund and it looks like the top five add up to about 37%. Is the index that different than the fund?

More Timber

thank you for all the added value to this post

Plum Creek Timber Rewards Patience

selective harvesting is not a very new thing. if anything it might become more prevalent which could be a plus for the segment but of course I am probably biased.

Plum Creek Timber Rewards Patience

never heard of Timbewest, I'll check it out.

Plum Creek Timber Rewards Patience

thanks for all the comments. this post isn't about PCL and whether to buy it now or ever. It is about purpose stocks that tend to have a low correlation to SPX like what I perceive PCL to be. PCL is just an example.

Plum Creek Timber: The Case of For No Reason at All

As I said in the last paragraph the stock mentioned, PCL, is irrelevant to the point I'm trying to make..