Hi Larry,
Had a closer look at PCL and RYN.
PCL is way too expensive, so that one is discarded.
RYN is fully priced at 2009 numbers. However the numbers for 2010 for 3 quarters are good. Using these numbers RYN could be attractive. RYN had a nice run this year and the numbers are for a good buy, but not a screaming buy yet.
So when RYN tanks, it could be an interesting holding. I put it on my watchlist.
Best Regards,K