Silicon Investor
SI
SI

 Politics : Politics for Pros- moderated

 Public Reply | Prvt Reply | Mark as Last Read | FilePrevious 10 | Next 10 | Previous | Next  
To: rich evans who wrote (416439)3/13/2011 12:15:18 PM
From: TopannuityRead Replies (2) of 538023
 
I'd be wary of jumping into lumber/timber ETFs (WOOD and CUT) or Weyerhaeuser (WY) even though demand for lumber will be HUGE since Japan uses a lot of lumber in residential construction. Lumber shares generally underperform the S&P

finance.yahoo.com 

Even in the short term, WY in 1995 (year of Kobe earthquake referenced in the Dundee article) severly underperformed the SPY.

(Note WY and other lumber stocks/ETFs jumped as much as 6% on Friday following news of the quake)

hershstern.com 

I think the long yen trade may be reliable because need to repatriate yen back into country for redevelopment etc.

hershstern.com 
Report TOU ViolationShare This Post
 Public Reply | Prvt Reply | Mark as Last Read | FilePrevious 10 | Next 10 | Previous | Next  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise
Copyright © 1995-2013 Knight Sac Media. All rights reserved.