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Interfor Corp T.IFP

Alternate Symbol(s):  IFSPF

Interfor Corporation is a Canada-based forest products company. The Company and its subsidiaries produce wood products in Canada and the United States for sale to markets around the world. It operates through the solid wood products segment. The Company’s product categories include Dimension Lumber, Specialty Lumber and Engineered Wood Products. Its products include Spruce-Pine-Fir, Douglas Fir-Larch, Hem-Fir, Southern Yellow Pine, Western Red Cedar, Douglas Fir-Larch, and P3-Joist. Its sawmills provide a diverse range of sustainable products to supply North American markets with a complete offering of framing materials. Its Western Red Cedar products include Elite Decking, Elite Fascia & Boards, Elite V-Joint Paneling, Elite Fineline Paneling, Elite Channel/Lap Siding, Elite Bevel Siding and Elite Shadow Gap Siding. It has an annual lumber production capacity of approximately 5.0 billion board feet and offers a diverse line of lumber products to customers around the world.


TSX:IFP - Post by User

Comment by dosperroson Feb 18, 2021 4:46pm
111 Views
Post# 32602841

RE:Us conterparts

RE:Us conterparts

They are not direct competitors for a number of reasons. 


1. WY is a timber REIT with a value anchored in land. These are more stable. They just happen to have mills on top of the timberland. 

2 LPX is a more fair take, but it's less on the commodity cycle.  They are pretty much focused on siding not
OSB and their truce with Norbord has paid off (they avoid any competitor hatred and stay out of each other's markets). 


3 Boise as LPX is largely off the commodity cycle.  


It's I was actually surprised the WY equity beta was 2. IFP is higher at nearly 3. That means overreactions to regular maket ups and downs.  


All said ithe viewpoint of "reversion to the mean" is prevalent. People think $350 lumber was the norm given the last few years. I think it's actually the outlier. Time will tell, but me in mind this market is not efficient otherwise o wouldn't have bought my shares at $11 in this. I largely ignore the day to day stuff. 

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