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Doman Building Materials Group Ltd T.DBM

Alternate Symbol(s):  CWXZF

Doman Building Materials Group Ltd. is an integrated national distributor in the building materials and related products sector. The Company operates various distinct divisions with multiple treating plants, planing and specialty facilities and distribution centers coast-to-coast in various cities across Canada and select locations across the United States. The Company operates 21 treating plants, two specialty planing mills and five specialty sawmills located in nine states, distributing, producing and treating lumber, fencing and building materials servicing the central United States; it serves the United States west coast with multiple locations in California and Oregon; and in the state of Hawaii the Honsador Building Products Group services 15 locations across all the islands. The Company’s Canadian operations also include ownership and management of private timberlands and forest licenses, and agricultural post-peeling and pressure treating through its Doman Timber operations.


TSX:DBM - Post by User

Comment by Stocker46on Jan 24, 2023 8:14pm
151 Views
Post# 35243802

RE:Interesting

RE:InterestingI may well be wrong TheBridge, but I think you're dreaming.
As previously mentioned, I sold my shares back in early January after DBM made a big move (up 54 cents or almost 10%) on no news.  I was convinced they would quickly fall back in the coming days.
Obviously, in hindsight, I could have waited & made a bigger profit .. but I've learned from past experience that it's never (or rarely) a bad thing to take your profits when they're available. 

Doman had a very good year in 2021. They had an EPS of $1.27 (despite a $19M inventory write-down in 2nd quarter).  Lumber Futures were back up over $1,000 for the last half of December. In fact for 65% of 2021, lumber futures traded from $700 to over  $1,000 (with a high of $1,686).  Even then, for the month after reporting 2021 earnings, DBM traded at an average of $8.34. 

They are in a much different situation today as earning are expected to drop further over the next 2 quarters. We can all hope that 2023 will end up being a very good year with decent prices, inflation under control, and no recession. I'm just not sure that's a good gamble.   


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