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Plum Creek Timber Co. Inc. (PCL)

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  • Michael Clark: Buy PCL (Plum Creek Lumber). http://seekingalpha.com/p/vle
    2 days ago
  • David White: TheStreet.com (Cramer) blurb recommending PCL is inline with its rating on PCL (buy), but it is in contradiction of its WY rating (SELL).
    Tue, Dec 08, 2009
  • David White: PCL (+24%) has a much better operating margin than WY (-30%), but if lumber tanks PCL will go with it. Cramer is recommending high risk.
    Tue, Dec 08, 2009
  • David White: Cramer cites the run in WY, when he pumps PCL. He neglects most of that push came from China. If China Real Estate tanks, lumber will tank.
    Tue, Dec 08, 2009
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