Domtar Corporation (UFS)

All Comments on UFS

  • commenter
    transportfan
    Oct 08 06:57 PM
    @VIC: Jeffrey Schwartz of Metropolitan Capital Advisors- Taking What the Defense Gives You [view article]
    GLNG and SDRLF (Seadrill) are both John Fredriksen companies with good dividends. JF's philosophy is that the shareholder is a co-owner, and the shareholder is always foremost in his thoughts. To that end, he is committed to seeing the shareholder be rewarded with dividends, no matter what. Reply
  • commenter
    John Egan
    Sep 25 02:48 PM
    RBC Analyst: Few Positives About Canadian Forest Sector [view article]
    Maybe he's on the wrong end of the Americas. These two companies popped up on a scan of 'Oversold Daily and Weekly but Moving Up' on that first big down day last week. They're not really forest products, but are pulp companies: Aracruz Cellulose SA (ARA) and Votorantim Cellulose e papel (VCP). If you're interested in this sector, perhaps Canada isn't the right place.

    And if you are just looking for a fairly consistent 3.4% dividend with what appears to be a stable chart what about looking here in the US, say Plum Creek Timber (PCL)... And of course Weyerhauser (WY) ... If the Canadians are going to suffer due to a rising currency, it'd be a good bet that they will suffer more when our bailout goes through, which would mean that US companies might benefit. And, with all the damage and rebuilding that has to occur along the Gulf and the Midwest, **perhaps** these two companies would benefit.

    As an aside, awhile back I read that both PCL and WY are sitting land that is close to their book value, exclusive of the timber.

    jegan ;-)     Reply
  • commenter
    irondoor91
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    WorldBeta
    Aug 21 03:13 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    valueinvestor123 & Jake2 - please visit my blog and read a few posts before making such statements.

    Fox - I simply picked 10 funds that have historically been considered value investors - and I define that as buying something for less than it is worth.

    User 164258 - you are correct and the glitch is fixed on my blog. . .
     Reply
  • commenter
    SkipinCA
    Aug 21 02:18 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    I guess I am dumb like you. I think seeing what some pretty bright people are buying and selling is a pretty good place to get ideas to do my own research. It also provides a good benchmark to compare to my own portfolio.

    You should do some further research on whether Buffett sold COP. I saw another post that he, in fact, got an expemption from the SEC to not report is position in that stock. Therefore, it simply droppped from the list and not sold. Given that COP is pretty cheap compared to the rest and that he and Gates were up in Canada looking at oil sands, it seems unlikely that he just punched out of this position in one quarter     Reply
  • commenter
    Jake2
    Aug 21 12:15 PM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I don't see much "value" in this kind of blanket value listing. Would prefer something more akin to e-valu-ating individual stocks, industries, etc., rather than, "Wither the hedge herd, mate?". Reply
  • commenter
    Eric Fox
    Aug 21 11:35 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    I would like to know how you define "value" in the context that you are using it. I see one of the funds you mention has a position in First Solar. Reply
  • commenter
    nickgogerty
    Aug 21 09:29 AM
    My Website
    15 Value Hedge Funds - Portfolio Update [view article]
    Meb is a pretty bright guy and synthesis of other concepts can be very useful. Reply
  • commenter
    BobinCA
    Jul 27 05:47 PM
    Cellulosic Ethanol: The Next Biofuel Boom? [view article]
    If you look at the number of landfills in this country alone that have been filled and consider that new places for landfills are becoming extremely hard to come by (e.g. Los Angeles trying to get the Eagle Mountain open-pit iron mine for a landfill), it seems to me that garbage is one thing we won't be running out of anytime soon. Places to put garbage, yes. Garbage itself, no.

    What will you do with your compost? What problems will that solve? Bluefire's technology, if it can be scaled, reduces what goes into landfills, extracts methane from the existing landfill to use for a heat source (methane is a much worse GHG than CO2), produces usable transport fuel, partially powers itself from the leftover lignin, and hopefully makes money in the process. All without burning fossil fuels. Obviously, it remains to be seen if that latter criterion (making money) can be met, but the pilot plant that has been operating in Japan has been slowly scaled up and is still working well. The Japanese results were known when DoE gave Bluefire the grant.

    It should be noted that this process will also work with any other cellulose-based feedstock, such as wood chips (the Japanese plant runs on wood), switchgrass, etc.

    Finally, "lowest cost" isn't necessarily required. Lower cost than gasoline (taking into consideration the difference in energy content) is all that's necessary, since no one source can provide all the fuel we'll need. That's why I think this may be viable regardless of what others do. We're going to need every drop of ethanol/methanol/butan... we can get our hands on, and making fuel out of trash or other waste doesn't impact food supplies or land needs.

    I don't own any stock in this company, but I am thinking of buying some.

    On Jul 11 02:57 AM CCHanderson wrote:

    > I believe ethanol production requires a more consistent product than
    > yard and vegetative waste to produce a reliable product at the lowest
    > cost.
    >
    > I think a better alternative would be to require landfills to operate
    > a public compost operation that could then be reused in the community.
    > Some places already have this in the US but it does not seem to be
    > going mainstream.     Reply
  • commenter
    CCHanderson
    Jul 11 02:57 AM
    Cellulosic Ethanol: The Next Biofuel Boom? [view article]
    I believe ethanol production requires a more consistent product than yard and vegetative waste to produce a reliable product at the lowest cost.

    I think a better alternative would be to require landfills to operate a public compost operation that could then be reused in the community. Some places already have this in the US but it does not seem to be going mainstream.


    On Jul 08 04:17 PM Mr. Black wrote:

    > Cellulosic biofuel deserves much attention. But none of the many
    > websites that i have read say anything about adding landscaping waste,
    > restaurant fruit and veggie waste, supermarket fruit and veggie waste,
    > school cafeteria waste, and oh so much more. Imagine that what we
    > usually throw in the garbage could be turned into fuel. How about
    > adding curbside home wastes including fruit and veggie, grass clippings,
    > leaves, prunings, etc. to the process?
    >
    > You talk about no cost. What about not putting the items listed
    > above in our landfills.
    >
    > Anybody .....     Reply
  • commenter
    d2cold
    Jul 10 05:42 AM
    More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
    wouldn't SKM fit in the 'cheap for Korea' mold? Reply
  • commenter
    Mr. Black
    Jul 08 04:17 PM
    Cellulosic Ethanol: The Next Biofuel Boom? [view article]
    Cellulosic biofuel deserves much attention. But none of the many websites that i have read say anything about adding landscaping waste, restaurant fruit and veggie waste, supermarket fruit and veggie waste, school cafeteria waste, and oh so much more. Imagine that what we usually throw in the garbage could be turned into fuel. How about adding curbside home wastes including fruit and veggie, grass clippings, leaves, prunings, etc. to the process?

    You talk about no cost. What about not putting the items listed above in our landfills.

    Anybody .....
    Reply
  • commenter
    d_teller
    Jun 17 05:18 PM
    Is Now the Time to Buy Paper/Forestry or Building Materials? [view article]
    Recently an article quoted J. Grantham as saying..."Timber has had an avg 6.5%/yr/100yrs" growth as an investment. But many of the recommended companies looked to their land valuations for development/sales, and their dividends were lower during the housing "bubble", because their P/E's included land sales.

    Last Fall, the P/E's, and ebita's started falling. However, after the recent drops in T-rates, the dividends appear: a-large, and the investment prospects appear: b - great. This is appearance and has driven pricing up, for PCL, as an example from 36 to 46.

    The question for an investor is: how do the current prices appear relative to the last time that interest rates were first cut and home-builders and land sales had not yet exploded? If the prices look good, go buy. But I think these and other real-asset REITs have moved up in price due to the decrease in treasury yields. They appear to be slightly above a "fairly-valued&qu... point now.

    Let's propose a possible scenario: slightly increasing inflation pursuades the Fed to begin raising rates, very slowly, but over a couple of years

    + high commodity prices for construction (lumber, steel, cement, bitumen, wallboard, piping, wiring, insulation, paint, etc.) put a floor under "housing affordability"

    + the necessity of bank lenders to keep mortgages at a higher than (normal to the fed funds ) rate because of a necessity to rebuild damaged reserves,

    + an increasing tax-burden and debt load across all segments of the Developed Nations' economies, preventing central bank economic easing from continuing (they'll still print money, but at a slower rate).

    Looking forward, I believe that these factors indicate a slightly more expensive valuation on the "Timber" group, than recent writers here at SA have assumed.     Reply
  • commenter
    Brian
    Pursley
    Jun 16 01:45 AM
    My Website
    The Long Case for Domtar [view article]
    Baupost owns it too...=) Reply
  • commenter
    oldstockanal
    yst
    Jun 04 05:03 PM
    Latest Peek Inside the Portfolios of Klarman, Witmer, Third Ave. [view article]
    Davy: I track Witmer's holdings too, as well as the holdings of 30+ other professional value investors with good track records. But I always do my own research on the stocks that they buy, and then I make up my own mind based on the research. Witmer hasn't added to her company's AEO holdings, but she hasn't reduced her holdings in it much either. I like AEO as a value play over the next 3 years. I also like Office Depot (ODP), Ann Taylor (ANN), and Collective Brands (PSS) in the retail sector. Thanks for the good article.

    Reply
Loading...
Symbols:
Authors:
Quick Links: