Interfor Corp T.IFP

IFP is in good position...

[sunshine7]

Recent acquisitions will be accretive starting in 3Q but earnings forecasts have not been updated to reflect that or a likely higher than forecasted cash sales. The former cannot be adjusted until closure in 3Q. 25% capacity increase and no debt must mean something to the dead heads. Increased market share without inceasing market size..brilliant! IMO market capacity is not growing significantly so it will all come down to housing and reno demand. Given the rosy outlooks provided by the home builders, prices will firm up soon.

[lifeisgood1010]

All good points + the fact that they must have reduced the share count a bit in May and probably a lot more in June. Let's not forget that they were in a blackout period prior and after the GP acquisition. June 10th. is the last day they have to file.We will know if the bought some shares in May and on what days. In any events,at these low stock prices, i would bet that they are buying

[morzine]

good point - IFP could be an attractive candidate for acquisition - any discussions occured recently regarding such potential M&A, considering the consolidation interest demonstrated in the forest sector with Domtar and Norbord ???