RE:Huge dividend comingYou seem to understand Goodfellow well. Do you know how they manage their inventory? It was quite high in Q3, and, while they did manage the lumber price decrease well and maintain profits in Q4, I wonder if perhaps they use LIFO inventory management and have a lot of expensive wood in their investory which could hurt profits in the future.
But I agree, I expecta very large dividend this fall. I was thinking over $1.00 unless they have plans to grow the business or acquire something.