RE: new 5yr supercycle in lumber? I bought on Nov 28, settlement on Dec 3, which is why I thought I was screwed.
I am in Singapore on a visit to my sister. Why are you up so early? Thanks for the reply.
I was in TMB 2 years ago with the pulp cycle at Chen Lin's recommentation. I think pulp cycle is over, as Chile mills are back in operations, China mills are running, and newsprint demand seem to be in decline though toilet paper, tissue, diapers are still strong. The other pulp play was CFX.
CFP had strong insider buys in the summer from Jim Pattison.