RE: Desperros It's a fun little game of what doesn't belong:
WEF- ANS CFP = Lumber/OSB/Lumber
TMB? = Power and cellulose. Lumber? Not much good at it.
WEF granted has negligible volume but they are not trying to be a power company. It's timberlands and conservatism are admirable. Specialty cellulose, that's fine, but power and you lose me. Forestry pros, me included, don't bite on that. Canfor is straight up hooked to the CME futures, ANS to OSB. Emotionless.
Stick to what you are good at. As a firm I mean. TMB has better upside than CFP, easy, but I am not willing to bet they get it right.
I'm actually short on you, buddy, that's all. In this market "ain't nobody got time for that". I welcome your thoughts so I can take the counter position, like always. But, yeah, you got me bra -- I am short TMB b/c it is so compelling and they are such shrewd business folks in Temiscaming. I dump on it and rake in case when it drops to $0.50; then I buy so when the true value of $10 is realized it is all good.