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In the current coronavirus pandemic and recessionary environment, do traditional reasons for holding timberland investments still apply? In Timberland 2020: From High Hopes to Viral Mopes and Back Again, Forisk compares the long and short-term performance of private timberlands to more…
This is the second in a series related to the Q2 2020 Forisk Research Quarterly (FRQ) which includes forest industry analysis and timber price forecasts for North America. We entered 2020 expecting to navigate the tradeoffs of a slowing global more…
This is the first in a series related to Forisk’s Q2 2020 forest industry analysis and timber price forecasts for the United States. In Q1 2020, with strong growth in all regions, U.S. housing starts increased 22% year-over-year; single-family starts more…
This post includes an excerpt from Forisk’s upcoming white paper “Timberland 2020: From High Hopes to Viral Mopes and Back Again.” The current pandemic and market volatility give us the chance to revisit the thesis and long-term benefits of owning more…
Prior to the coronavirus pandemic, the Canada rail blockades stood as the major supply chain disruption of the quarter in Eastern Canada. Protests of a pipeline crossing First Nations lands in Western Canada challenged incoming and outgoing rail deliveries for more…
Timberland investors and forest industry executives entered 2020 expecting to navigate the tradeoffs of a slowing global economy, disruptive trade policies and a surging U.S. housing market. However, halfway through the quarter, as Tim Gammell, Editor of the Forisk Wood more…
“Without a structured approach to ordering the world, the world will impose its views on us. The fact is some things are more important than others, some things are easily verifiable…Simple processes help us sort the mess and prioritize.” – more…
We do not have a toilet paper problem. As a forest industry analyst, I say this for three reasons. Many firms in this industry are Forisk clients or customers of clients and we can confirm that trees continue to grow, more…
According to Greg Ip in The Wall Street Journal (3/3/2020), “Epidemics historically haven’t been disruptive enough to affect gross domestic product much…That probably won’t be true this time” with respect to the coronavirus. A primary reason: the growing impact on more…
In a February 26th post related to asset values and the coronavirus, I noted, in reference to U.S. Treasuries, that “a low risk-free rate expresses market pessimism and concern rather than economic health, stability and the potential for rapid growth.” more…