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?
5i Research Answer:
WFG has operations in S. Carolina and Tenessee and this provides some cushion. It had $3.2B in...