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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (22924)	8/4/2001 5:07:27 PM
From: The Freep	Read Replies (1) \| Respond to of 30051

<<Anyone have any ideas how to invest in timber?>> The way I did it was to hold tech stocks long from March 2000 til April 2001. Timmbbberrrrrrr!!!! the freep

To: orkrious who wrote (22924)	8/4/2001 6:04:33 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Yes, companies like Georgia Pacific and Weyerhauser, but these are quite cyclical, International Paper has sizeable holdings of timber as well. Right now, all three are probably safe bets for the next year (they are "value" stocks selling all at less than 2 times book, which I believe might be understated). The problem, IMHO, is that in the next decline these will actually come down ahead of the crowd and a good half of the positive current move is already behind. Apart of that, these are so "boring", you are better off buying F o GM if you want a cyclical play.