Join today and have your say! It’s FREE!

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Please Try Again
{{ error }}
By providing my email, I consent to receiving investment related electronic messages from Stockhouse.

or

Sign In

Please Try Again
{{ error }}
Password Hint : {{passwordHint}}
Forgot Password?

or

Please Try Again {{ error }}

Send my password

SUCCESS
An email was sent with password retrieval instructions. Please go to the link in the email message to retrieve your password.

Become a member today, It's free!

We will not release or resell your information to third parties without your permission.
Quote  |  Bullboard  |  News  |  Opinion  |  Profile  |  Peers  |  Filings  |  Financials  |  Options  |  Price History  |  Ratios  |  Ownership  |  Insiders  |  Valuation

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 4.7 billion board feet and offers a diverse line of lumber products to customers around the world.


TSX:IFP - Post by User

Post by Hanalyst727on Dec 13, 2021 10:06pm
328 Views
Post# 34227557

back in money printing zone

back in money printing zone
Funny to see all this talk about inflation now you'd think with lumber prices soaring again and Interfor being THE pure play on NA lumber prices, that at some point there would be a stampede Intofor and it would get a big market premium like gold stocks do. 

Perfect way to play: inflation + housing shortage / house price inflation.

Now that IFP is North-Amercan-wide they are also able to ride out disruptions to a single local. Lower risk earnings = better quality earnings = higher multiple.

If IFP earnings continue to track futures prices in Q4, my (very rough) estimate is they could earn about C$220MM net, or about C$3.5/shr diluted.
<< Previous
Bullboard Posts
Next >>