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DewDiligence

06/12/10 5:35 PM

#1034 RE: DewDiligence #696

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.