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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Yogizuna who wrote (491)	9/22/2003 12:51:03 PM
From: alburk	Read Replies (1) \| Respond to of 108726

The Timber/Lumber equation can be misleading. It would seem that following a commodity appreciation theme, one needs to be careful about what happens to the the finished goods side of these businesses. I am guessing we may see asset appreciation (off balance sheet)in the timber, but perhaps some offset in operations--due to lack of pricing power. Mills can lose their shirts in that environment. That environment bankrupted most of the mills in Oregon and Washington. Then came the timber exporters.