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DewDiligence

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Re: jbog post# 21596

Wednesday, 04/01/2020 9:45:03 AM

Wednesday, April 01, 2020 9:45:03 AM

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WY’s strength in the pulpwood business (#msg-154672440, #msg-154703264) offsets the some of the weakness in the lumber/housing market and makes WY makes it a more defensive play than I would have expected. I’m thinking of rotating into a position in the institutional portfolio I manage.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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