Timberwest Forest (TWF.UN.TO) Buy, Sell or Hold

Timberwest Forest (TWF.UN.TO)

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4 watching

BUY

Own 10% of Vancouver Island. There is a takeover bid from a couple of pension funds. Got sideswiped today when a B.C. First Nations group’s press release made it look like they had filed a court injunction but it was actually with a non-judicial body.

COMMENT

Offer to acquire has been made but doesn’t think the bid was high enough. Hope that there will be further bids. Forest product industry has been flat on it back for awhile but has slimmed down and got good new equipment. Industry has come back to life. This company’s big upside is their real estate properties, which is worth a lot more than their trees.

BUY

Forest product companies seem to have come alive again in the last couple of years. A number of large pension companies have been buying timber assets. Longer-term it is a good area to have exposure to. Looks a little expensive but if your view is long-term it could be a good place to be.

COMMENT

Balance sheet issue but great asset base. Customers are domestically US housing and specialty grades for Japan, which is in recession. Looks like a cyclical trough for this asset. If there’s enough bad news, it’s the kind of asset he would come back to.

DON'T BUY

Forest products Very cautious on it.

DON'T BUY

Almost fully out of this one. Likes the asset and the capital structure, but too expensive. Would like it at $13.50.

DON'T BUY

Expensive based on existing earnings. Needs to be taken out. If it doesn't, it just has to go down. Good assets.

HOLD

Own real estate on Vancouver Island that can be sold to developers. 5.8% yield. Not affected by the softwood lumber agreement.

HOLD

Has a lot of excess real estate. They've been funding their distribution by selling excess real estate. Not a concern in the short term. A lot of their logs go into US housing.

HOLD

Held up remarkably well through the trust problems. 2 plays to this one, 1) the trees and 2) land. Expect the perceived value of the real estate has held it up. Probably a decent thing to own over the medium-term. 7.5% yield.

BUY ON WEAKNESS

It's a renewable resource (lumber). Good economic growth, steady cash flow. Buy around $12.

BUY

Brascan's interests in timber lands could be positive for this company. Worth a good look. There are a number of issues facing the lumber industry and if they get resolved, this company could be a big beneficiary. A well managed company.

HOLD

Have a 2 sector perform recommendation (neutral). With the distribution, you have a positive rate of return.

PAST TOP PICK

(A Top Pick Jun 4/04. Up 9%.) Getting close to his fair value and sold some, but still likes.

BUY

A lot if its business is with Japan. Unique in that it owns its own properties. Very good numbers.

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Timberwest Forest (TWF.UN.TO) Frequently Asked Questions

What is Timberwest Forest stock symbol?

Timberwest Forest is a OTC stock, trading under the symbol TWF.UN.TO (previously TWF.UN-T on Stockchase) on the undefined (undefined). It is usually referred to as or TWF.UN.TO

Is Timberwest Forest a buy or a sell?

In the last year, no analyst issued a Buy, Sell, or Hold rating on TWF.UN.TO (previously TWF.UN-T on Stockchase) on Stockchase. Read the latest expert commentary for Timberwest Forest.

Is Timberwest Forest a good investment or a top pick?

Timberwest Forest was recommended as a Top Pick by Charles Dillingham on 2004-08-20. Read the latest stock experts ratings for Timberwest Forest.

Why is Timberwest Forest stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Timberwest Forest.

Is Timberwest Forest worth watching?

Timberwest Forest is covered by Stockchase experts and is worth watching.

Most Recent Experts

Stockchase Insights

5i Research

Brian Acker, CA

Acker Finley Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

David Burrows

Barometer Capital Management

Jim Cramer - Mad Money

CNBC

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Timberwest Forest (TWF.UN.TO)