Windsun33 WY is exactly where it was one year ago today.
12/30/11
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George Fisher: wind, I traded WY but keep RYN and POPE as better forest plays. WY management sucks. Needs to get a bit lower before I'm interested
12/30/11
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Windsun33: Yeah, not buying any, just researching lumber/building materials stocks and noticed that
12/30/11
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George Fisher: wind, I wrote a bunch of timber articles in 2010 when they were a buy - now most are priced @ mid-cycle valuations. Gotta buy the downcycle
12/30/11
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Windsun33: Looking at many others also, like USG and some specialty building materials companies, small to mid cap. Not buying, just research for now
