Listened to the West Fraser Call and came away with
Listened to the West Fraser Call and came away with a couple of things.
1. Lumber sales to China and Japan are strong.
2. If WFT was to do any M&A, it would likely be in the solid lumber segment. But they mention that all the solid wood companies have good balance sheets right now. No distress sales to take advantage of anymore.
......
It looks to me like WEF is in the sweet spot of the Lumber business right now. All imho of course.