Wk of September 12th in ReviewSomewhat of a quiet week in lumber sales. WFM was able to push their order file out of their southern mills to week of October 10th , most other mills are Week of Septemer 26th. We probably have 1 more week of quiet with lumber prices having eroded about $20 per mfbm in the last 10 days. I see another $10-$15 possibly in the short term just to get the market moving again. So if you like to short the stock I think this will be the last kick at the cat as again from the comments I mentioned last week the futures stochastics are close to the bottom of the scale and this suggests a correction to the upside in the near term. The SLA agreement has gone quiet with no deal in sight however I think even if there is no agreement in place there will be a penalty attached sometime near the end of February. Guessing it will be somewhere north of 20 percent. This is why I am quite bullish for price in the short term. This would suggest a rally close to $60 per mfbm based on the $302 November and the $313 January futures we are currently sitting at. Some will argue that the price already reflects the future of the duty but I disagree because if it did lumber prices would be below cost and mills would be bleeding to death when the duties come into effect. Anyway , Tembec is hovering around the $.93 level and also traded fairly low volume for the week. Personally I can't see it go too much lower as we are nearing the bottom of the current cycle. Also , the Cdn dollar dropped to 1.31-1.32 for the week helping recover some of the price erosion. I still think this is a good opportunity to buy and accumulate this stock at this price. Until next week , good luck on both ends , shorting or going long. Lash.