RE:RE:A Percentage Game / Pessimistic / Getting Out Agree. It's the old Buffet-ism of time in the market, rather than timing the market.
Fundamentally, the forestry equities are valuable because they are leveraged to the US housing recovery. This will create the Supercycle; with higher demand, lower supply, and wild pricing.
WEF is not a big player here -- they are the protected, safe, stable and unique play on the coast. They're not buying up assets, or even positioning themselves to make bug gains to the year 2020 -- slow and steady. Allocate assets based on what works, what it cheap, and what will grow... and avoid being married to a position.
Finally, if I was older I'd be heavier to WEF b/c it's stable. It's not-imitable. It's unique. I've got 35 years though until retirement so I'm going to go heavy on the growth plays.