Replies to post #1525 on Value Microcaps Food, Agriculture and Soft Commodi

[riskanalyst]

What may be an appropriate P/CF measure? Is it reasonable to expect 4-5 like some of the larger more diversified paper product cos?

[nutsaboutgolf2001]

Cl001 Re TMB. I added to my already very large position today. I listened to the conference call, a lot of nuances about one time costs (including costs associated with getting out of newsprint production in Manitoba), about pricing of lumber in the last quarter, about pricing of specialty pulps, about export taxes, about utilization rates etc which leave me with the distinct impression that earnings are currently well understated and that future earnings will be stellar for several quarters. I see this as an easy 5 bagger from here over the next 18 months. My problem, too many great opportunities and no free money.