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DewDiligence

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DewDiligence

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Re: DewDiligence post# 2030

Monday, 04/25/2011 5:20:12 PM

Monday, April 25, 2011 5:20:12 PM

Post# of 30493
On the 1Q11 CC today, PCL said its core southern timberlands have a market value of $1,500-1,600/acre, which is consistent with my analysis in #msg-43004163 that arrived at a fair value of $53/sh.

Please see the prologue of #msg-59586020 for the investment case for owning PCL.

PCL’s 1Q11 PR (nothing new and consequential):
http://finance.yahoo.com/news/Plum-Creek-Timber-Company-Inc-bw-3801706328.html?x=0&.v=1

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

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