West Fraser Timber: OSB Grows Despite Tough End Markets

Monty Rakusen West Fraser Timber Co. Ltd. (NYSE: WFG) is a wood products and lumber play focused on the US and Canadian markets, but also a small business in Europe. The story here is that they are quite scaled. They bought a company called Norbord some years ago, and their inorganic growth strategy has been pretty successful and their business' run-rate performances are improving on average compared to previous downcycles. They are pushing more, not less, lumber onto the US market despite the low levels of ...