Canfor Vs InterforI wonder how many investors understand the huge difference between the two.
Just a few examples.
Exposure to BC about 39% after the Millar acquition for CFP
Interfor exposure to BC 18%
Interfor has zero exposure to pulp and paper.
Canfor has grow much much more than Canfor over the last 2 years and has shown us
they they are great capital allocators.They have reduced the share counts by more then 7%.
Canfor as hardly used it's NCIB.
I don't wan't to be negative on CFP but for me Interfor is a much better company
and offer much more upside.
I used to be a CFP shareholder and who knows maybe at some point i will again.