Apr. 9 at 8:46 PM
$WY Probably worth the risk now. They're in a multi year slump but looking to get out of it by generating a new, high margin, revenue stream via its Climate Solutions business. Housing starts seem to remain high creating a strong market for lumber and wood products. The recent acquisition of 120,000 acres of timberland, investments in manufacturing automation, & a series of divestitures generating
$400 Million in cash are all aimed at pulling itself out of the slump. Risk factors are higher for longer interest rates slowing the housing construction market & Lumber tariffs on Canadian imports creating cost pressures and pricing volatility.
