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Strategies & Market Trends : Value Investing
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From: scbeachbum2/9/2021 2:18:50 PM
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I still think RFP is a tremendous value. Lumber is at $900 and their average price for lumber last quarter was $606, and lumber has been high all quarter. So it looks like a huge beat coming. On top of that WSJ had a report on pulp prices skyrocketing too, they should benefit from that, so that's got a very nice tailwind. The crazy thing is the amount of free cash they are generating, they can come close to generating their market cap in free cash flow this year alone. Lastly they trade at 50% of book value too.
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