Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (21790)	7/27/2005 3:10:05 PM
From: E_K_S	Read Replies (2) \| Respond to of 78507

Hi Paul - I have been considering companies that have "natural resource" assets specifically timber resources. Three come to mind RYN (RAYONIER INC REIT), GP (GEORGIA PAC CP) and WY (WEYERHAEUSER CO). finance.yahoo.com GP seems to be the best value play based on PE and P/B. GP has the largest debt but has the free flow cash flow to cover it. It pays a dividend but not as high as either of the other two. I am not sure which of the three have the best timber assets and might be the most undervalued. Have you reviewed companies in this sector? Any favorites? I plan to pick up a few shares of GP for both my taxable and IRA accounts. This will be a starter position and will allow me to study their annual report when it is mailed out. EKS