u/AwarenessRoyal4717

Reddit r/ValueInvesting
· tracked since Jan 2026
Calls
1
Win Rate
0.0%
return
-11.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 0% Long 1 Short 0
Win Rate
7d
30d
90d
Average Return -11.1% Long Return -11.1% Short Return -
Average Return
7d
30d
90d
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Long
Jan 21
$84.92
-11.1%
Cyclical lumber recovery makes BCC a buy
The author, a lumber buyer at Boise Cascade, believes BCC is a good long and short term buy because the company manufactures and distributes and is always acquiring companies, making it a powerhouse long term. Short term the stock is down 50% from its all-time high due to weakness in housing and construction and the post-Covid lumber normalization, and the author expects the industry's cyclical nature to drive a recovery as lumber prices are currently low. The author also views it as defensive due to its financials and consistency; no specific risk beyond the current cyclical downturn is stated.
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u/AwarenessRoyal4717 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: BCC.

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