Fermion
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
The prices of OSB is $40 to $48 a sheet now in my area. 3/4" CDX is $58 a sheet.
Tree prices have not gone up that much....maybe $50 per 1000 bdft for douglas fir in the past year.
So....I am thinking something like Boise Cascade is going to be making bank this year.
Obviously I am not the first to think this as the shares have gone from $20 to $60 but the company looks fairly good still.
Not much net debt.
I would like it better at $45 though...maybe if we get an interest rate spike...
Tree prices have not gone up that much....maybe $50 per 1000 bdft for douglas fir in the past year.
So....I am thinking something like Boise Cascade is going to be making bank this year.
Obviously I am not the first to think this as the shares have gone from $20 to $60 but the company looks fairly good still.
Not much net debt.
I would like it better at $45 though...maybe if we get an interest rate spike...