In a previous post, I wrote that “cash dividends offer a window into what management sees and thinks.” If we treat dividends as a form of...
Tag - Timber REIT
Mark Cuban, owner of the NBA’s Dallas Mavericks and investor on Shark Tank, once said about stocks and dividends: “I believe non-dividend...
One reliable way to underperform as an investor is to buy assets or stocks at the top of the market. What gets priced up ultimately falls, adjusts or...
October 2018 brought with it tremendous volatility and uncertainty in the financial – and even timber – markets.
Tangible and “globally secure” assets attract investors during periods of economic and political uncertainty.
With rising interest rates and stubborn timber prices, investors in timberlands and timber REITs are asking about the durability of current...
Led by the Weyerhaeuser/Plum Creek merger and Potlatch’s Q2 2016 timberland divestiture in Idaho, public timberland-owning REITs purchased and...
At the end of the day, U.S. housing markets drive earnings for U.S. timber firms.
Aunt Fanny called the other day at 4:14 a.m. to tell me about her growing timberland portfolio and to remind me that, “Nephew, you earn more if you...
Investors looking to add timberlands to their portfolios and timberland-owning REITs looking to grow their asset base both face the challenge of...