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Q: Good morning - can you give us a sense as to what Cdn companies (say 10) that would be most adversely affected by a tariff war with the US? Many thanks as always.

Upvote 6

Read Answer Asked by Doug on February 03, 2025

• West Fraser Timber Co. Ltd. (WFG)
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Q: Just a curiousity.

With the fires in California, a lot of houses will have to be rebuilt. How much a role do you think Canadian lumber would play in that rebuild?

Trump says they don't need Canadian lumber but I'm sure he wasn't taking this sudden need into account.

Upvote 4

Read Answer Asked by Kevin on January 24, 2025

• West Fraser Timber Co. Ltd. (WFG)
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Q: I know that you had previously listed West Fraser Timber as one of the stocks that could be harmed by the tariffs. It has decreased over $10 in the past month or so. Do you think it is now pricing in the tariffs or not? Also, do they not have operations in the US? How does that factor into this question?

Upvote 1

Read Answer Asked by Maria on January 15, 2025