Seeking Alpha

The slowdown in China's economic growth may not be the only reason behind a rapid decline of...

The slowdown in China's economic growth may not be the only reason behind a rapid decline of U.S. lumber exports as well as a big drop in shares of timber REITs like PCH and PCL and forest product firms such as WY. Another reason: U.S. wood, whose prices are up 27% YTD, is no longer a bargain, which could mean a better year for the timber business than investors suspect.
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Comments (2)
  • David INC.
    , contributor
    Comments (230) | Send Message
     
    I am counting on the honest general need for wood to support this industry. long on WY
    29 May 2012, 09:27 PM Reply Like
  • jeanewight
    , contributor
    Comments (347) | Send Message
     
    Long on PCL- agree with David INC.
    4 Jun 2012, 09:06 PM Reply Like
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