RE:ANYBODY KNOW WHAT HAPPEN TO RAGING BULL OR LOUEL... Well I hope Louel is giving some thought to a book as he has quite a lifetime of experience that's manifested in perspective and good judgement.
I have not seen much of Mr Rhino, he of the RHINOPOWER69 hedge fund either.
In other news the sector made the news again Darryl S is back in action, and calling out the odd discount to 2018 valuations. WEF is an easy one in this line of thinking, but my heavy positions are OSB, WFT, CFF as there's more to it than just benchmarking they delta w.r.t. 2018.
https://www.theglobeandmail.com/investing/markets/inside-the-market/article-need-lumber-a-shortage-is-fuelling-a-rally-in-canadian-forestry/
if you get the paywall run it through outline.com or let me know and I'll paste the text.