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036 Investing in Timber vs Buying Pulp Stocks - European Stocks - Portuguese Stock Picks

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Written Post: http://stockpickinginsights.com/investing-in-timber-vs-buying-pulp-stocks

00:00 Intro

00:12 Summary

3:00 Investing in timber: oligopoly controls the market

4:58 There is also geographical concentration…

6:43 Final remarks

11:45 Action points

Summary
  • Portugal is a huge Eucalyptus Globulus producer;
  • Portuguese timber investors depend on Navigator and Altri;
  • Pulp makers have other dependencies, like BHKP prices and China.
    • Action points
    • Do the companies I own depend on a few customers?
    • Do the commodities I own really protect me against inflation?
    • Am I blindly expecting land to protect me against inflation? If so, will it really?


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