"WY looks like an attractive value cyclical to own into uglier lumber cycles because it still pays ~3% dividend while EBITDA has fallen from peak levels (about 4B to ~1B), and the plan targets another ~1.5B EBITDA by 2030 with upside if lumber prices rebound and margins normalize."
→ $2.006mo
"Lumber Stocks / Weyerhaeuser WY + Rayonier RYN"