Its all about lumber pricesThese guys are excellent managers and have their act in gear, that seems obvious. But without higher lumber pricing WEF will go sideways. I know this seems obvious but its pretty much all that matters at this point. Relatively higher C$ compared to China and Japan won't help either. But I think the much anticipated rise in housing starts in the U.S. might actually happen next year. Go long my friends and prosper.
P.S. Remember when all our troubles were because of Brookfield?