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DewDiligence

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DewDiligence

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Re: DewDiligence post# 96961

Saturday, 06/12/2010 5:36:14 PM

Saturday, June 12, 2010 5:36:14 PM

Post# of 257262
[OT] PCL’s 30-minute webcast at the NAREIT conference is a good introduction to the company for newbies:

http://www.plumcreek.com/Investors/tabid/59/Default.aspx

Unlike most webcasts, the analysts’ questions during the Q&A were excellent and led to illuminating answers.

The discussion of the damage to Canadian forests from the pine beetle infestation was especially notable (see #msg-47898395 for background). I think the market is overlooking how consequentially bullish the pine-beetle issue is for PCL.


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

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