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Bullboard Post History

by dosperros


T.NVU.UN

RE:RE:RE:RE:Strong "No".

I worry about black swans hitting the banks and telcos.  Nassim Talib...

February 20, 2020

T.NVU.UN

RE:RE:RE:RE:RE:Strong "No".

In a low rate envro cash is king.  See Rayonaier Advanced taking out...

February 20, 2020

T.NVU.UN

RE:RE:Strong "No".

Agree.  They always noted they had a lesser payout ratio so more room to...

February 20, 2020

T.NVU.UN

RE:NVU take-over - sad to see it go

Sarge --  I'm largely a one trick pony playing the lumber recovery...

February 20, 2020

T.CFF

Friends with the departed exec? It's nothing personal.

A commend on the SpruceSpriedrs of the word.  It's really nothing...

February 20, 2020

T.CFF

RE:RE:RE:RJ valuing 80 cents

Good intel. It's wild though.  CFF sold timber tenure in the past...

February 20, 2020

T.CFF

Darryl at RJ giving up the ghost. From bull to snoozing bear

Go figure.  I'd been working on their Feb 2020 list and it had...

February 20, 2020

T.NVU.UN

Strong "No".

They are overdue for a div hike which would have added to the share price...

February 20, 2020

T.CFF

Wrong post -- here is the edited version

The duty and housing starts that are driving lumber will eventually make an...

February 19, 2020

T.CFF

Duty reduction impact is material at $1.88/share

The duty and housing starts that are driving lumber will eventually make an...

February 19, 2020

T.CFF

RE:RE:RE:RE:RE:Vision for the future.

Typo. On #2 and #3, I was using $20M in lumber EBITDA not $10. Scenario 3:...

February 16, 2020

T.CFF

RE:RE:RE:RE:Vision for the future.

I hadn't seen any insider filings either.  I'd like to validate...

February 16, 2020

T.CFF

RE:RE:Vision for the future.

Good news in BW and Verso -- that's quite the win for them. With Donald...

February 13, 2020

T.CFF

Vision for the future.

I’ve been considering the RBC three courses of action, and I think that (1...

February 12, 2020

T.CFF

RE:Mackenzie sold sooner? -Timber stocks rally on U.S. softwood

Maybe.  I'd sooner see them capitalize on an 8% combined duty, low...

February 4, 2020

T.CFF

RE:Saved by the bell, but what is Conifex now?

Thank you for sharing this.  If I could upvote you 10x I would. The...

January 15, 2020

T.CFF

$0.98 in sight for today based on my level2 quotes...

Hide Level Two Quotes # Orders Shares Bid ...

January 14, 2020

T.CFF

Valuation v.2. Easy target of $2.50, upside of $5.27/share

That last post was a bit of mixed approach.  Just looking a pure cash...

January 13, 2020

T.CFF

Good catch on Polar. Need to trim salaries and move to Mck.

I think the powerplant is worth --considering the fact it carries debt (the...

January 13, 2020

T.CFF

Horseshoe -- status quo? Good Q. Let's discuss...

First, I agree with you.  I think an update is in order.  My take...

December 24, 2019

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