The Rising Influence of Rising Affluence

[DewDiligence]

Thanks for posting the Barron’s piece on PCL. Naturally, I dispute the assertion that PCL is “struggling to fund its [dividend] payout.” To the contrary, I expect PCL to hike the dividend rather substantially in the next few years now that the US housing recovery is well underway and North American timber supply is getting squeezed by the infestation of the mountain pine beetle in Canada.

I’ll post again after I’ve read the article.