Deltic Timber Corp. (DEL)
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DEL Forum Topics
- All Comments on DEL
- General Discussion on DEL
- How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
- A Sawdust Shortage [view article]
- Lumber and Forestry Companies: Building a Better Future [view article]
- 11th Hour Panic and Using More Lumber [view article]
- Deltic Timber: Not All SAB 108 Adjustments Sting [view article]
loading ...Recent DEL Articles
- How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments
- A Sawdust Shortage
- Lumber and Forestry Companies: Building a Better Future
- 11th Hour Panic and Using More Lumber
- Tight Timber Market Creates Investment Opportunities, But Beware Locality
- Deltic Timber: Not All SAB 108 Adjustments Sting
- Full List of Articles »
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How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
Good comments. Larger more fuel efficient planes.....hmmmm. That implies only long haul routes will be serviced which is probably likely. Fuel efficient jet planes is an oxymoron. I think the wave of the future even long haul are MUCH SLOWER fuel efficient aircraft, maybe even a return to prop aircraft at least for less affluent travelers. Big aircraft also need big airports. Say goodbye to jet service in small to medium towns. Say good bye to new airport construction. Perhaps new train service could use the empty degrading air terminals but likely not. Most are too far from city centers to have any value.If Boeing is betting its future on big jet aircarft as its only business model, your logical purchase of BOEING stock is a short. They may be able to sell aircraft to KSA, Dubai and the Gulf states for a while, and then what? ReplyHow Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
Just because high oil price is not good for US, it doesn't mean it is not good for oil producing countries. What we are seeing right now is wealth transfer from the west to the east. Middle east is booming. Russia is booming. The people in these countries and becoming rich and powerful. Their demand for new planes will grow. Replye
How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
More people fly today (even with the high cost of fuel) than they did even 5 years ago. To stay competative they have got to be more efficeint. That means fewer planes, but new bigger, more fuel efficient planes. Air traffic in recent years has been a limiting factor. When air travel picks back up, and it will in the next couple of years (contrary to your prediction past tense). Those that made the investment in larger more fuel efficient aircraft will be able to fill their alloted takeoffs with more butts in the seats, be more effiecient and be better off for it. Expect demand for larger, more fuel effiecent planes to be in high demand for years to come. Yes, even in tough economic times. Airlines know they have to keep up with the efficencies of the competition or die due to short sighted cost cutting. ReplyHow Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments [view article]
It doesn't matter if only 10% of sales are from the US; high fuel prices impact airplanes throughout the world. While Boeing sales will hold up for the next couple years because of the order book, after that I expect a substantial decline--the airlines just won't be ordering new aircraft when they don't need the aircraft (because their traffic will be way done) and because they are too broke to pay for them. ReplyEditors
General Discussion on DEL
Is this a buy or a sell? Replydesigns
A Sawdust Shortage [view article]
Please send an e-mail to homefurn@webmail.co.za as we would really like to help and supply you with saw dust at a better price. At the moment we have it in abundance. ReplyLumber and Forestry Companies: Building a Better Future [view article]
I own Lousiana-Pacific. Although it has negative earnings, it has cash on the books to the tune of better than 50% of its market cap and sports a P/B ratio of 0.61. It mainly serves the construction market and has been badly affected by the housing downturn. The question is, whether it can survive long enough to see the housing market come back? The company currently continues to restructure and reduce cost and with 532million in cash on the books I believe that it has the stamina to outlive the housing/construction downturn. With the stock already reflecting the worst case scenario, it is a good buy right now for someone patient enough to wait a few years. The dividend also helps while I waitjjason, I don't know if this provides enough data to make an intelligent investment decision but atleast this should be a trigger for starting your due diligence. There is some more discussion on LPX on my blog that you are welcome to read Reply
Lumber and Forestry Companies: Building a Better Future [view article]
It is nice of you guys to give a list of what to buy. I find,however, that neither the author of this article or the first commentator, Tim S. gives enough data on which to make an intelligent investment decision. I don't like teaser articles. They are a waste of my time. Discussing one stock with good data is much better than six stocks with very little data.Also, you forgot to put in Pope and Talbot. At $.025 this penny stock will double your money in about two weeks,eh.
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Lumber and Forestry Companies: Building a Better Future [view article]
Your forestry/lumber picks are interesting. I have followed VCP and SinoForest. They have had great runs in an environment that has not treated NA paper,pulp and lumber very well. I was led to your blog by the teaser on your high yield picks. In a combined theme I would mention that I own CFPUF,ATBUF, and TWTUF the Canadian pulp, paper, OSB, biomass, lumber producers & nursery operators. They all have excellent yields. CFPUF has been hit hard again post the Loonie's previous rise to 110. The Loonie is now surging again & up to +/- 102. This has hit CFPUF again. These are becoming great value plays as even if dividends are cut they are structured as trusts (As you mentioned PWE which I also own) and will continue to pay comparitively high dividends that are mostly 15% tax qualified. TWTUF is an exception as it's dividend is actually an interest payment on a bond. This perhaps creates an advantage for tax sheltered accounts. ATBUF has already announced plans to convert to a REIT, before the 2011 tax change you mentioned. I believe it is woth $14/sh on the ultimate recovery in 2010? in the US housing market. Also looming on the horizon are the 2010 Winter Olympic Games in Vancouver/Whistler-Bla... There is going to be a small building boom in PAC/NW Canada, that has already begun with big investment in the highway connecting to the mountain venues. I just added another partial position to CFPUF last week at $8.98 US$. The current C$0.12/month dividend may in fact be unsustainable due to Loonie strength, and be again reduced to C$0.10 from the current C$0.12. That would leave you a +13% dividend which after taking the 15% tax allowance would still yield 11.35% tax advantage @ he 15% rate. The tax is then recoverable on your US tax return as a foreign tax credit. Forestry products are the last of the commodities to still not have participated in the huge global commodities rally. When this situation reverses this stuff including your picks is going to soar. Look at a chart of DBA as an example. I just prefer the Canadian companies not just for their strong dividends while awaiting the market turn, but also for their permanent unfair trade advantages and Gov't subsidies. NAFTA is not unfair! Reply11th Hour Panic and Using More Lumber [view article]
It's somewhat encouraging to hear some environmentalists waking up to the fact that wood is good, but the big message to the masses by the famous is still NIMBY. Unless that changes, we'll keep logging Canada, Siberia, and Brazil. I hope Moore still has monstrous pull with Greenpeace et al. My L-P mill shut down, I've been unemployed for 3 of the past 4 years. My savings is gone. All I have left is some LPX stock, worth quite a bit less than I paid for it, even through the employee stock purchasing program. Somebody please put this article on the front page of a very important newspaper!! Maybe LPX stock will come somewhere near its real value. (Before Christmas, Please!!) Reply11th Hour Panic and Using More Lumber [view article]
Two more companies, PCL (Plum Creek Lumber) and RYN (Rayonier) ReplyDeltic Timber: Not All SAB 108 Adjustments Sting [view article]
I recently read an article that examined Deltic Timber, which gave much more fascinating logisitics besides its adjustments. It was called This Timber Stock is poised for big gains! It was worth checking out and taking notes on as a possible investor...you never know!?!Cheers! Reply