So maybe instead of getting too involved in all manner of speculation, guesswork, assumptions, contemplations, "value-trap:" interrogations, etc, etc, about what may, or may not, happen with the future of Lumber, it's probably a good idea to wait for the next set of financial results that come out for your favourite Lumber company ..... that's usually the best time to decide to Buy or Sell a company's shares. If those results show general financial ongoing improvements, especially with regard to the Company's Net Bottom Line, then that's very likely a sign to add more of its shares to your Lumber portfolio.
If things look fairly "Static" then maybe just hang onto your shares, or peel off 15% to 20%.
If things have not improved and have regressed, then consider selling at least 50% of your holding and invest it elsewhere where potential for Bottom Line growth is more favourable.
There's nothing that gets buyers in the market more interested in buying a company's stock than when it reports an Increased Bottom Line profit ..... and, needless to say, the converse occurs when profits are down ...... |