WY

Weyerhaeuser Co.

Finance/Real Estate


Presented:03/18/2015
Price:$33.89
Cap:$17.80B
Current Price:$33.05
Cap:$24.04B

Presented

Date03/18/2015
Price$33.89
Market Cap$17.80B
Ent Value$21.63B
P/E Ratio24.2x
Book Value$10.09
Div Yield3.42%
Shares O/S525.00M
Ave Daily Vol3,030,000
Short Int1.88%

Current

Price$33.05
Market Cap$24.04B
Weyerhaeuser Co. is a real estate investment trust. It primarily invests in United States. The firm operates under four business segments, timberlands, wood products, cellulose fibers and real estate. It owns timberlands primarily in the U.S and has long-term licenses in Canada. The firm manufactures wood and specialty cellulose fibers products, and develops real estate, primarily as a builder of single-family homes. Weyerhaeuser Co was founded in 1900 and is based in Federal Way, Washington.

Publicly traded companies mentioned herein: Lennar Corp (LEN), Weyerhaeuser Co (WY)

Highlights

The presenter is long shares of century-old Weyerhaeuser Co (WY), and said, “Nobody is paying attention to this REIT right now.” With shares trading at $33 - $34, he sees a very favorable risk/ reward setup for investors willing to look out 24 to 36 months and let CEO Doyle Simons create more value for shareholders via efficient capital deployment. In addition, the presenter subscribes to the theory that low inventory, record occupancy levels in multi-family, and future demand for housing will push new home starts back to the 1.4 - 1.5 million long term annual average. This volume increase should materially boost WY's EBITDA in coming years, improving the sum-of-the-parts value.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.