External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

Key points (machine generated)
<ul>
<li>Timber REITs, specifically Potlach and Weyerhaeuser, are overvalued and have not adjusted to the current interest rate environment.</li>
<li>Potlach has experienced declining timberland volumes due to issues in the US north and Canada, and the recent rise in interest rates is not expected to improve this.</li>
<li>Potlach is also considered expensive relative to its forward EV/EBITDA multiple and consensus 1-year forward numbers, leading the author to recommend shorting the stock.</li>
</ul>
This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)

Timber REITs, specifically Potlach and Weyerhaeuser, are overvalued and have not adjusted to the current interest rate environment.
Potlach has experienced declining timberland volumes due to issues in the US north and Canada, and the recent rise in interest rates is not expected to improve this.
Potlach is also considered expensive relative to its forward EV/EBITDA multiple and consensus 1-year forward numbers, leading the author to recommend shorting the stock.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

PotlatchDeltic Corp (PCH) - Wednesday, Nov 1, 2023

United States

PotlatchDeltic Corporation operates as a holding company. The Company, through its subsidiaries, manages manufacturing facilities that produce lumber and panel products, as well as conducts a real estate sales and development business. PotlatchDeltic serves customers in the United States.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00