RE:RE:RE:RE:A broader audience will attendNot sure about Canfor & Western. They are basically Lumber or Lumber/Papermill compamies. About 35% plus of TBL products appear to be non-lumber. Also Canfor (for example) generates only 10% of it's revenue from Canada .. the balance (US, Europe & Asia) would all be US dollar revenue, meaning they would be impacted by the Cdn.$ value which continues to strengthen. They do look to be significantly undervalued. Taiga sells about 77% of their products in Canada.
Seems like CANWEL is their major Canadian competition. They may be somewhat undervalued, but if you apply TBL's price/earnings ratio to Canwel, they'd be trading at about $4.20 instead of $9.04.
Don't understand why these companies don't have conference calls after each quarter, to answer questions and provide guidance.
At least Canwel has several analysts that cover them ... TBL has ZERO.