WY Weyerhaeuser Loading...

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17:40
Jun 16
u/jackandjillonthehill Reddit r/ValueInvesting
Timberland alone valued at $31-41B vs. $23B enterprise value – a 25%+ discount. This margin of safety plus a 3.4% dividend provides downside protection, while the cyclical lumber business (currently near break-even) could generate $1.5-2B in profits in a good year, making the stock a deep value play with asymmetric upside. Buy WY for its asset-backing and free optionality on lumber cycle recovery; long-term, housing demand should drive a double. Prolonged low lumber prices, rising interest rates hurting housing starts, timberland valuation assumptions being too optimistic, or the stock remaining flat as a value trap.
WY 1ST
HIGH
19:17
Jun 06
Thomas Braziel Principal, 117 Partners
The author found 21 entities in WY and plans to tweet about them, but no position or forward view is expressed.
WY
LOW

About WY Analyst Coverage

Buzzberg tracks WY (Weyerhaeuser) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked. Past 7 days: 1 bullish. Latest voices: u/jackandjillonthehill, Thomas Braziel.