Rayonier, which has merged with Potlatch, is considered an interesting, albeit more volatile, investment with a 5% dividend, but the creator is waiting for a potential recession to lower its price before adding it to his portfolio.
Source Post
Lumber Stocks / Weyerhaeuser WY + Rayonier RYN
Value Investing with Sven Carlin, Ph.D.Apr 15, 2026
The creator discusses lumber stocks Weyerhaeuser (WY) and Rayonier (RYN), highlighting their cyclical nature and current downturn as a potential buying opportunity. He suggests that despite current low profitability, the long-term value of timberlands and potential for future price increases make these stocks attractive for long-term investors, especially those seeking inflation hedges and dividends.
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Weyerhaeuser is presented as a strong buy opportunity due to its integrated timber business, potential for significant EBITDA growth, and current cyclical downturn making it an attractive entry point for long-term investors.
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WY
buy opened Apr 15, 2026
-1.57%