KevinKT let me see now, where to begin.first of all ETR is not just in PQ, Nearn, Elk Lake and Timmins are in ONT.
from peak to trough ETR is almost a six bagger so that ain't to shabby.
unless something catastrophic happens to ETR, it should perform better than the large caps as rotation should soon begin. i got out of NDB at $32 to go into WEF, CFX,, i still think NBD will do good but by percent i think the WEF , CFX, ANS(don't own) will do better.
as for WFT the reason it was out of the gate long and strong was because it is the largest AND lowest cost producer.
and because someone works at a plant that don't mean a rat asz, the workers rarely know what is going on with the company in terms of finances especially if their 's multiple plants.
now lastly, if you feel this US housing recovery will last AND you want speculative torque you can study
a company whose products holds all this wood in place. TSL