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Bullboard Post History

by dosperros


T.WFG

Q4/22 First Take – Once Again EWP Outperforms Lumber

West Fraser Timber Co. Ltd. WFG-T: C$110.48 Target: C$132.00 Rating...

February 15, 2023

T.IFP

My take

Tracking this, I've seldom (ever) seen the valuation gap with WFG get to...

February 10, 2023

T.IFP

BNS expanded detail

Interfor Corporation IFP-T: C$26.58 Target: C$32.00 ...

February 10, 2023

RFP

Scotia on the CVR

How Much Is a Duty CVR Worth? OUR TAKE: Positive....

July 18, 2022

T.IFP

RE:RFP vs. IFP

Ooof.  That's quite a take.  I have concentrated positions in...

June 7, 2022

RFP

RE:nice day

Nice!  I'm in the same-ish boat, having sold off and re bought a few...

June 7, 2022

T.CFP

RE:Takeover?

It's also a bit of a short squeeze given the concentration owned by funds...

June 7, 2022

T.WEF

RE:WEF on top pick list in Harley M's newsletter for 2022

This GD r*tard is back... gag.  Post your imaginary ''newsletter...

May 14, 2022

T.WEF

RE:More consolidation - IFP moves on GFP,

Like Matthew would say in Dazed and Confused, "would be a look cooler if...

May 3, 2022

T.IFP

RE:RE:RE:CIBC on WFG earnings

It's not valued in any real sesne.  Timber is enabling for a mill...

May 2, 2022

T.CFX

Late to the shakeup

I'd also missed this is on the block.  Darn. This guy will be a...

April 28, 2022

T.CFX

RE:RE:Next Week

The Q1 forecast is brutal.  CIBC forcasts ($20M) as the cash loss. ...

April 28, 2022

T.CFX

RE:Next Week

I just noticed CFX on a list from CIBC I was playing with.  A bit lower...

April 28, 2022

T.WEF

RE:RE:Selling is Irrational

More helpful would be valuation vs. 2022 "consenus" which we know...

April 28, 2022

T.WEF

RE:Selling is Irrational

Per CIBC's April 20th  "Q1/22 Forestry, Building Products...

April 28, 2022

T.IFP

RE:A big US funds shareholders of IFP

Nice find.I am heartened when value funds like thishave large positions...

April 27, 2022

T.IFP

RE:First taste of Earning reporting

You're hitting it out of the park on the analysis. This is plus DR Horton...

April 26, 2022

T.CFX

RE:RE:RE:The information in the AGM Notice is Scary

And the same applies to Canfor, too. Not sure what point you're driving...

April 26, 2022

T.WEF

RE:Organizers trying to provoke people, raise money,

Sir, you're mistaken.  This is a quote from Axl Rose, not Premier...

April 26, 2022

T.CFX

RE:The information in the AGM Notice is Scary

The governence black hole is alarming.  No Nasim Talib style skin in the...

April 25, 2022

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