Timber: Rotate out of Potlatch, into Weyerhaeuser, says BAML

• Citing valuation after a big run higher, analyst George Staphos downgrades Potlatch (PCH +0.1%) to Hold from Buy. His preferred name in the sector remains the Buy-rated Weyerhaeuser (WY +1.2%).
• Source: Bloomberg
• YTD results: Potlatch up 44%, WY up 7%