Seeking Alpha

Plum Creek Timber Co. Inc. (PCL)

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Comments on PCL

  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    NYT reported yesterday 1 in 7 mortgages are in foreclosure or delinquent. The foreclosure market is now "in the eye of the hurricane".... More »
    Comment by bluesky123
    Nov 20 04:48 am |
    Rating: 0 0
  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    I bought PCL for the real estate boom going on. In China. Millions of new middle class Chinese want to own homes, and they want the... More »
    Comment by silver-bug
    Nov 19 15:43 pm |
    Rating: +4 0
  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    PCL and WY are both on my watch list. Timber is a good way to track several things about the economy. Paper comes from it as well as... More »
    Comment by mbkelly75
    Nov 19 15:01 pm |
    Rating: +1 0
  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    Something to keep in mind is the amount of pension selling going on in the market. These funds bought them as "uncorrelated assets" and... More »
    Comment by Michael Terry
    Nov 19 13:00 pm |
    Rating: +1 -1
  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    I can't comment on the stocks, but I would suggest that you look at one more data point. Unharvested trees. Lumber is not like other... More »
    Comment by a fat panda
    Nov 19 12:06 pm |
    Rating: +4 -1
  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    Madhedge What about (f) they are refraining from harvesting lumber until they can get a good price. The trees just keep growing when... More »
    Comment by sticktoitiveness
    Nov 19 12:02 pm |
    Rating: +1 0
  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    Great, another commodity to manipuate. Will we ever learn?
    Comment by battman
    Nov 19 10:14 am |
    Rating: +2 -2
  • Timber! The Best Way to Play a Change in Housing Sentiment [View article]
    bdc Sometimes I think I’m the only guy who follows lumber futures. But they are a great “tell” on the direction of wide swaths of... More »
    Comment by Mad Hedge Fund Trader
    Nov 19 09:34 am |
    Rating: +5 -1
  • Shifting into Recovery-Oriented Stocks [View article]
    There seems to be a lot of commentary on SA suggesting the 30's. I think this more like the 1980s to me.
    Comment by Plant the seeds
    Nov 6 15:20 pm |
    Rating: +2 0
  • Shifting into Recovery-Oriented Stocks [View article]
    " I don't think this is the 1930s, but along those same lines I think it would be more like the late 30s, so slowly getting more... More »
    Comment by Tony Petroski
    Nov 3 11:40 am |
    Rating: +2 0
  • On Price Targets and Portfolio Building [View article]
    What I struggle is weighting best in sector, valuation and outlook with limited time to analyze
    Comment by Plant the seeds
    Nov 2 11:24 am |
    Rating: +2 0
  • Green Energy Experts: Why Do They Buy Solars? [View article]
    The outlook for Evergreen Solar is bad due to a steep drop in panel prices (low demand coupled with cheap Chinese imports). Just... More »
    Comment by Lexy
    Nov 1 13:24 pm |
    Rating: 0 0
  • Green Energy Experts: Why Do They Buy Solars? [View article]
    HJ- Will deal with each point in turn. 1) Successful investing requires work. People who don't want to work make dumb investments. ... More »
    Comment by Tom Konrad
    Oct 31 14:47 pm |
    Rating: +2 0
  • Green Energy Experts: Why Do They Buy Solars? [View article]
    VPratt, It sounds like your DD is from the "Dating" school of economics. A very important school of economics, but I'm not sure... More »
    Comment by Tom Konrad
    Oct 31 14:37 pm |
    Rating: +1 0
  • Green Energy Experts: Why Do They Buy Solars? [View article]
    Energy efficiency and transmission stocks have an intuitive appeal. Analysts need to determine whether they are as constrained by... More »
    Comment by Anthony Alfidi
    Oct 31 11:46 am |
    Rating: +1 0