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  • 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 ;-)
    Sep 25 14:48 pm |Rating: +1 -1 |Link to Comment
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