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Bullboard - Stock Discussion Forum
Norbord Inc.
T.OSB
Forest Products
Lumber & Wood Production
"Norbord is the largest global producer of oriented strand board, which is used as a structural panel for building applications. The majority of its mills are located throughout the United States, with additional capacity in Northern Europe."
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Bullboard (TSX:OSB)
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(11)
•••
Dadsaid2
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Post by
Dadsaid2
on Feb 02, 2021 9:03am
Fairwell
Goodbye Norbord we will miss you dearly especially your variable dividend plan.
(17)
•••
sunshine7
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Comment by
sunshine7
on Jan 29, 2021 10:24am
RE:RE:Pulte homes
special divi, share buyback or both?
(11)
•••
Dadsaid2
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Comment by
Dadsaid2
on Jan 28, 2021 11:37am
RE:Pulte homes
WFT & OSB combine Feb 3 but will report stand-alone Q4 earnings Feb 11. There will be about $ 1 BILLION EBITDA on top of the mountain of cash carried over from Q3. Any guesses as what the dividend
...more
(791)
•••
lifeisgood1010
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Post by
lifeisgood1010
on Jan 28, 2021 8:26am
Pulte homes
I guess no one will be surprised by Pulte Homes comments.They reported this morning. I am long WFT, OSB,CFP,IFP and WEF.I will post this on the other board of my holding. Nice day to all Here
...more
(791)
•••
lifeisgood1010
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Post by
lifeisgood1010
on Jan 26, 2021 8:38am
DR Horton
With these kind of outlook from ALL of the US home builders, there is no way am i selling my WFT,OSB,CFP,IFP and WEF at these low valuation.Fiscal stimulus,low interest,work from home,R&R.lumber
...more
(11)
•••
Dadsaid2
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Comment by
Dadsaid2
on Jan 15, 2021 10:52am
RE:RE:RE:Last chance to vote tomorrow
I hear ya. I just prefer a pure Osb play. Easier to predict production and its a printing press for money. Lumber has too many excuses. Duty this, pine beetle that, forest fires this, green peace that
...more
(26)
•••
dosperros
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Comment by
dosperros
on Jan 15, 2021 9:49am
RE:RE:Last chance to vote tomorrow
Yeah, that's not happening. The 0.675 is a good as it gets. M&A is the way forward; who do you want this to pair off with? Canfor? Adios dividend forever. Irving
...more
(11)
•••
Dadsaid2
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Comment by
Dadsaid2
on Jan 14, 2021 11:06am
RE:Last chance to vote tomorrow
Hopefully a legal firm has raised enough voters (proxies) to block the deal using the "minority shareholders clause". Vote NO!
(791)
•••
lifeisgood1010
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Post by
lifeisgood1010
on Jan 14, 2021 10:34am
Last chance to vote tomorrow
I was looking at the major shareholders of OSB.The top 4 shareholders hold 68.86% We only need 66% to have an approval.Fidelity will surely vote in favor and we know that when Letko is not in favor,
...more
(11)
•••
Dadsaid2
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Post by
Dadsaid2
on Jan 13, 2021 2:42pm
Down over $6 in a month
Norbord shareholders take it on the chin as share price falls while others like LPX hold their value. Why ...because Norbord OSB has lost its identity. All it is, is .675 of that dog & future
...more
(791)
•••
lifeisgood1010
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Post by
lifeisgood1010
on Dec 22, 2020 11:39am
Approval
WFT got the USA, Germany and Ontario approval for the "Merger" Meeting will be held on January 19th and voting to be done prior the cut off date of Jan.15th December 21, 2020 WFT and
...more
(791)
•••
lifeisgood1010
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Post by
lifeisgood1010
on Dec 19, 2020 11:25am
Lumber prices
Here is a very good link to follow the BC lumber prices. You can compare the actual price to the record year of 2018 or 2019 or year to date...etc Very good info. https://www2.gov.bc.ca
...more
(791)
•••
lifeisgood1010
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Post by
lifeisgood1010
on Dec 16, 2020 7:21pm
Lennar
Lennar reported after the close.It's the same story as all the others home builders. 2021 will be a very very strong year.Some investors must be asking themself, why are the lumber stocks not
...more
(51)
•••
RHINOpowerTOP
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Comment by
RHINOpowerTOP
on Dec 15, 2020 4:41pm
RE:John Duncanson,very interesting
LOOK AT THIS FANCY MAN, IN A FANCY SUIT, WITH A FANCY MOUOSTACHE. HE DIDNT EVEN TALK ABOUT THE LAW SUITS????? WHAT IS WITH THAT? HE NEEDS TO KNOW WE ARE GONNA SUE THE WEST FRASER FOR FAIR
...more
(791)
•••
lifeisgood1010
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Post by
lifeisgood1010
on Dec 15, 2020 1:28pm
John Duncanson,very interesting
John Duncanson,very interesting John Duncanson, a veteran of the lumber industry was on BNN. He is my favorite lumber observer.He his very sharp and knowledgeable Here is the
...more
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