RE:RE:RE:Dividend < 1%I hear you. What's your Plan B's out of curiousity?
I had generally gone with Acadian (7%+), Northview REIT (bought out recently; was 6%) and Brookfield entities.
With only 2 board seats for OSB in WFT, they are not carrying the day. It's a matter for the Ketchems, realistically. I am not fussed. I'd expect upside pushing 100% in this name in the next year. I have better upside with RYAM, RFP, CFP -- any and all can push 200 to 250%.
My Acadian shares? Maybe 20% or $20 if I'm lucky. I'll hit it with the rest, and buy the 7% yeild when I'm done.
The merger is an imperative. WFT is more ruthless. Upstarts were circling. That Quebec mill. The ghost of Ft Nelson. WFT has a better chance of aggresiive pre-emptive takeouts than OSB, who killed ANS, but that was a fluke as I think it was LPX or GP who initlaly failed. OSB was a pretty lax operator. We need to have some teeth and claws in this business.