My Account | Sign In
As management teams across the forest industry position themselves for ‘post-COVID’ markets, many pulp and paper mills chose downtime for now. SAPPI Cloquet, UPM Blandon at Grand Rapid, and Domtar’s Dryden mill offer examples of firms and facilities that modified 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…
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…
This post introduces research covered in the Q1 2020 Forisk Research Quarterly (FRQ). I’m not the world’s biggest baseball fan (I’m not even the biggest baseball fan at Forisk), but the quantitative nature of the game does appeal to me. For more…
Forisk has acquired the North American Wood Fiber Review from Wood Resources International of Bothell, Washington. The Review, which tracks wood fiber markets in all major regions of the U.S. and Canada, will be published as the Forisk Wood Fiber more…
This is the fifth in a series related to the Q4 2019 Forisk Research Quarterly’s (FRQ) forest industry analysis and timber price forecasts for North America. Hurricane Michael hit the Florida panhandle and southwest Georgia as a category 5 hurricane on more…
In forestry, as in every natural resource or commodity-producing sector, excess inventories bleed prices. It’s that simple. The market requires lower prices to unload or workout surplus inventory. And anxious forest owners and disciplined log buyers may also realize that more…
“Better a diamond with a flaw, than a pebble without” – Confucious No measure is perfect. BMI, EBITDA, OPS+, all of these provide a relatively simple picture of something: weight, earnings, or offensive production. None of them tells the whole 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…