My Account | Sign In
This is the first in a series related to Forisk’s Q3 2019 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections and review more…
The structural panel industry is heavily consolidated with a small number of key firms in each sector and geographic region. Adding capacity requires significant capital investments and the adoption of new technologies. What do we observe from firms seeking to more…
In a previous post about timber REITs, I quoted Mark Cuban, owner of the NBA’s Dallas Mavericks and investor on Shark Tank, on stocks and dividends: I believe non dividend stocks aren’t much more than baseball cards. They are worth what more…
This is the third in a series related to the threat of substitutes based on from research in the structural panels industry. Part I introduced the sector and core themes, and Part II described the power of effective cost controls more…
This is the second in a series related to the threat of substitutes based on research in the structural panels industry. Part I introduced core themes and the sector. Why Substitute? A consumer considers substituting one product or service for more…
We get introduced to the concept of substitution in elementary school. When Mrs. Schlesinger in third grade is unavailable due to illness or car trouble and Mr. Carson, a substitute teacher, fills in admirably for a day or a week, more…
In the forest industry, where capital investments and forest management plans span decades, we benefit by understanding wood markets and technologies as they actually function. This helps clarify risks and provide context for emerging wood demand from new applications and more…
This is the fifth in a series related to the Q2 2019 Forisk Research Quarterly. Forisk analysis suggests wood use for viable bioenergy projects in the U.S. will be 82.5 million tons per year by 2028. As of April 2019, Forisk’s more…
This post includes data from the Q2 2019 Forisk Research Quarterly and the 2019 North American Timberland Owner & Manager List. Forisk has tracked and aggregated timberland transaction and ownership data for the past fourteen years. The ownership data goes more…
This is the first in a series related to Forisk’s Q2 2019 forest industry analysis and timber price forecasts for the United States. Each quarter when updating our Forisk Research Quarterly (FRQ) forecast models, we revisit prior projections, channel our more…