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

To: Math Junkie who wrote (22938)8/4/2001 8:07:49 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
I really do not know ho to invest in timber except buying futures or companies owning timber. he former, I am not involved with (and you pay for time), the latter, well, you got to have a taste fo cyclical companies. If we are going into a slow down in construction (as seems to be the case from looking at the like of Centex), then for a little time, here, even timber may fall with a bang, it has before.

Zeev



To: Math Junkie who wrote (22938)8/4/2001 8:56:36 PM
From: Moominoid  Respond to of 30051
 
The storage cost of timber is the opportunity cost of the land etc.... Timber has diversificaiton advantages that Grantham alludes to but since 1950 the price of timber has only increased slightly in real terms. Before that the increase WAS phenomenal. I published a paper on this by the way in 1993 in Canadian Journal of Forest Research....

David


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