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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: With a record immigration numbers and very few pre-construction sales due to the spook that high rates have put into real estate investors, there is a massive shortage of new housing units that has yet to be felt by the market (in my opinion). I think this is a uniquely Canadian problem and wonder if you see any companies poised to outperform when rates are falling and housing starts begin to pick up? Could you name 3-4 companies that would benefit in different ways when the shortage of available housing starts to translate into a rapid increase in units built?
Read Answer Asked by Tim on March 18, 2024
Q: I've owned both OSB and WFT since mid April, was very lucky with my timing. I had planned to hold both for a couple years due to the strong housing and retro markets. A month or so ago, as we all know, WFT (trading at +/- $72.00 at the time) took out OSB (trading at the time +/- $43.00) in an all stock offer which seemed at the time to be acceptable by large institutional shareholders (Pattison/Brookfield) as well as the two boards in general. The take out price for OSB was +/- $49.00. Being an all stock offer, I believe OSB shareholders were to get +/- 0.6 WFT shares for their OSB shares. In the time since the announcement, both WFT and OSB have continued to rise in value. As of late last week, WFT closed at $82.68 and OSB closed at $55.36. Can you please help me understand how this structured all stock take over might now pan out???? Will OSB shareholders only get the $49.00 offer upon closing or was the structured all stock take out offer based on a %, ie, will OSB shareholder still receive +/- 0.6 WFT shares. I need to decide what's best for my family accounts. I like $55 a lot more than $49, but it's a wash if it's 0.6 shares of WFT
Read Answer Asked by jeff on December 14, 2020
Q: Do forest fires in the US northwest imply better prices for Canadian lumber producers, or are the effects of supply destruction outweighed by trade war dynamics? Supposing a demand surge materializes, will it be specific to west coast producers? Of the latter, do you continue to favour WFT?
Read Answer Asked by John on September 17, 2020
Q: Housing Boom, in USA as people want to leave City Centres due to violence and riots. I notice four lumber companies WFT, CFP, IFP ,ADN all hit new highs on August 14th WFT had a high of $ 90.00 in the past years and the other companies mentioned are far from their past highs . Lumber is at $ 729.00 up from $ 400.00 there must be still a lot of upside in these shares.

Do you agree & which would you recommend ? RAK
Read Answer Asked by bob on August 17, 2020
Q: Hi
I have been renovating an old cottage on the east coast, it seems that the supply chain has “broken” when trying to get lumber supplies to the extent that builders are saying forget about new builds.
Is there a buying opportunity here for lumber companies and if so what companies would you suggest.
Thanks
Melissa
Read Answer Asked by Melissa on July 27, 2020
Q: Hi Group any thoughts on why the Canadian forest industry stocks are all up significantly over the last mth . Considering housing starts / virus concerns any idea why . I hold WEF / Canfor both are up significantly but are still way off their highs should I sell at a loss into the rally or? - your thought's/direction is appreciated
Read Answer Asked by Terence on May 01, 2020
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