| || WEF-T || || 2013-01-22 || BUY || Michael Underhill || |
Has had a tremendous run but thinks it is just getting warmed up. This is due to the lumber gap. Looking at production and some of the mills that had been shuttered by the company, there is going to be tightness in the lumber market and demand will drive this for the next 12-24 months.
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GLOBAL AGRICULTURE, INFRASTRUCTURE & TIMBER
BULL on GLOBAL GROWTH