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WY updated corporate slides:
https://www.sec.gov/Archives/edgar/data/106535/000010653519000016/finalmarch2019investorme.htm
New hod. WY is one of a few GREEN movers today.
Incoming CEO bought $750K of stock on the open market yesterday:
https://www.sec.gov/Archives/edgar/data/106535/000122520818015524/xslF345X03/doc4.xml
WY 3Q18 CC transcript re US housing market: #msg-144485819.
Algorithmic trading based on interest-rate triggers does increase the volatility of stocks such as WY.
Is possibly (likely ?) just ALL algorithms . . . . taking advantage of.....circumstances.
Artificial Intelligence - knows what to look for - (as well as what to CREATE)....
Of course it's been programmed by "technical analysts" - by humans such as myself.
A Sewer worker / Ironworker / Groundskeeper Analyst
Well (just sayin') , that that MAY HAVE BEEN a bit of a buying op.....
At one point it was down 2.7 %
Now it's only down 1.4 ?....Currently sitting at 28.64
Thanks for your explanation
4 days ago :
http://ih.advfn.com/p.php?pid=nmona&article=78349128
People are questioning the US housing market now that mortgage rates are approaching or exceeding 5%. However, I consider WY a core low-risk portfolio holding, and I don't worry unduly about the share price.
Short-term movements in WY’s share price—or in the spot price of lumber—don’t mean much, IMO. Timberlands, which comprise the majority of WY’s profits, are a business where the fundamentals change very gradually.
Wrong chart last, old age thing
https://www.finviz.com/futures_charts.ashx?p=d1&t=LB
Dew, I don't follow lumber, your take of the 4 month drop and the future?
https://stockcharts.com/h-sc/ui?s=HAIR&p=D&yr=1&mn=0&dy=0&id=p00643546400
WY announces CEO transition: #msg-143185581.
WY boosts annualized dividend to $1.36:
https://finance.yahoo.com/news/weyerhaeuser-announces-6-3-dividend-011500527.html
For discussion, please see #msg-143134632.
WY new corporate slide set:
http://pro.edgar-online.com/displayfilinginfo.aspx?source=external&tabindex=2&FilingID=12591663&Type=HTML&Text=
Upgrade; Bank of America: Neutral to Buy
1/24/2018
It should be a good year for 2018 just like many other housing related stocks! In terms of valuation, the stock does not seem to be overbought at the moment of overvalued compared to the overall market.
The 2017 10-K has been filed:
https://www.sec.gov/Archives/edgar/data/106535/000010653518000013/wy-123117x10k.htm
WY 4Q17 items…
PR:
http://investor.weyerhaeuser.com/2018-02-02-Weyerhaeuser-reports-fourth-quarter-full-year-results
Financial tables:
http://investor.weyerhaeuser.com/download/WY+Q4+2017+Analyst+Package.pdf
CC slides:
http://investor.weyerhaeuser.com/download/2017+Q4+Earnings+Release+Slides+020218.pdf
WY’s 2017 dividend payout—>100% LTCG, as usual:
https://finance.yahoo.com/news/weyerhaeuser-announces-tax-treatment-2017-213000801.html
You do the up dating.
I will follow.
I shorted WY back in 1972
and covered it soon after.
I owned PCL for many years. WY acquired PCL in an all-stock deal in Feb 2016.
Why do you look at WY ?
Have you watched WY for many years ?
Or are there other reasons ?
WY boosts dividend to annualized $1.28 (from $1.24):
https://finance.yahoo.com/news/weyerhaeuser-announces-3-2-dividend-011500439.html
I was expecting a larger boost, but WY is evidently using a baby steps approach; a second dividend increase in the next few quarters remains pretty likely, IMO.
At the current share price, the new annualized payout yields 3.5%.
WY expects 1.2M US housing starts in 2017—and increasingly higher levels in 2018-2020.
The 1.2M figure for 2017 a reduction of 0.5-1.0 relative to WY’s forecast in early 2017. The lower demand is due, in part, to the severe hurricanes.
WY monetizes Twin Creeks JV—$107.5M proceeds—and sells (non-core) timberlands to Twin Creeks for $202.5M, for total proceeds of $310M:
https://finance.yahoo.com/news/weyerhaeuser-redeems-ownership-interest-twin-070500402.html
Twin Creeks is a JV established by PCL several years ago with private investors.
Barron's on lumber prices and effect of storm damage: #msg-134668781.
All the more reason why WY will likely raise the dividend soon (#msg-133375551).
One would hope WY could earn more than $24 million in the next couple of quarters with all the lumber that will be needed on the rebuild from the damage done by the hurricanes.
WY did not boost the dividend this quarter, but I expect a dividend boost soon, based on the new, higher target for the dividend-payout ratio (#msg-133375531):
https://finance.yahoo.com/news/weyerhaeuser-company-declares-dividend-common-221800846.html
WY 2Q17 CC (edited) transcript:
https://finance.yahoo.com/news/edited-transcript-wy-earnings-conference-205656513.html
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