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DewDiligence

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Re: semi_infinite post# 22619

Friday, 07/24/2020 3:10:06 PM

Friday, July 24, 2020 3:10:06 PM

Post# of 30503
WY does not hedge lumber prices, as far as I know. WY’s manufacturing segment (lumber, OSB, and other wood-based construction materials) comprises less than half of WY’s operating profit—the larger portion comes from timberland cutting fees and land sales to developers.

WY is a pretty good long-term inflation hedge insofar as the land value of the company’s timber is the bulk of the company’s asset value.

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

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