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  5. IFP: Considering selling my ifp and buying sj . [Interfor Corporation]
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Q: Considering selling my ifp and buying sj . Would you consider the lumber market likely to recover in near future ? Is sj more defensive and a better play in the lumber / wood market ?
Cheers Doug
Asked by Doug on June 21, 2024
5i Research Answer:

We would be fine with this switch. We would consider SJ both more defensive and a better company overall than IFP. The sector should recover somewhat as interest rates head lower. 

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