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This is not your Grandma’s pulp mill. Within the forest products industry, the ability to use and leverage technology can distinguish firms within a sector, while clearly separating the ability to generate wealth across sectors. For example, the pulp paper more…
“The future is not something to be predicted, but to be made.” – Professor Nick Montfort in The Future (The MIT Press, 2017) Discussions of inverted yield curves and equity dividend yields purport to clarify the tea leaves of investor intents more…
Where on the map should investors put capital to work in the U.S. forest industry? New research shows how the answer differs for timberland investors, sawtimber consumers, and users of pulpwood. Forisk’s 2019 North American Forest Market & Industry Rankings scores local more…
Nearly three years ago, after the 2016 US presidential election, we posted “President Trump and the Price of Timber” in response to messages and calls querying the implications of the new administration on the US forest products industry. This week, more…
This is the second in a series related to Forisk’s Q3 2019 forest industry analysis and forecasts for the United States and Canada. When reviewing the returns of public timber vehicles, we remind ourselves of the importance of starting price. more…
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…
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 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…
Recently, the idea of mass timber to build large structures resurfaced in North America thanks to a new material design in the form of an engineered wood product, Cross Laminated Timber (CLT). The use of large timbers and engineered wood more…
This is the second in a series that shares insights from a decade of research related to North America’s wood bioenergy sector. Part I introduced core themes and wood pellets. Overview of the U.S. Wood Bioenergy Sector North America’s forest more…