Coming off Covid peaks, how are you evaluating these companies with the current climate.
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by an admin
11mos ago
from Massachusetts Institute of Technology
in Portland, OR, USA
^redacted can help with wood products.
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by a searcher
11mos ago
from University of Pennsylvania
in Shreveport, LA, USA
I wouldn't touch anything in Canada right now. Too many issues with unreliable fiber, First Nations, political environment, tariffs, etc. I think there are even, in some cases, unions involved. I spoke to someone at a huge group who is marketing wood products businesses in Canada and they described Canada as "uninvestable".