Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
West Fraser Timber Co. Ltd. (NYSE: WFG)
West Fraser Timber Co. Ltd is a softwood lumber company that also produces wood panels and pulp products. The company is active throughout North America, with lumber mills in British Columbia, Alberta, and the Southeastern United States.
A quick look at the price chart below shows us that the stock is up 37% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 2.28, which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in the company include:
(Shares)
Robert Robotti – 424,747
Israel Englander – 310,729
Murray Stahl – 299,006
Jeremy Grantham – 115,200
Steve Cohen – 95,000
Ken Griffin – 52,830
Ray Dalio – 46,930
Ken Heebner – 40,000
Lee Ainslie – 14,712
Joel Greenblatt – 2,375
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