PotlatchDeltic: Higher Lumber Prices Seems Inevitable At This Point
Portfolio Pulse from
PotlatchDeltic Corporation is rated a buy due to expected higher timber prices, asset appreciation, and operating income growth. The company's strong balance sheet and history of special dividends make it attractive, with expected dividends in 2025. The Canada-US tariff war may boost local timber prices, benefiting PCH's southern operations.

March 09, 2025 | 2:30 pm
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PotlatchDeltic Corporation is expected to benefit from higher timber prices due to the Canada-US tariff war, leading to asset appreciation and operating income growth. The company's strong balance sheet and history of special dividends enhance its attractiveness.
The article highlights a positive outlook for timber prices, which is expected to drive asset appreciation and operating income growth for PotlatchDeltic. The company's strong financial position and history of rewarding shareholders with special dividends further support the buy rating. Additionally, the Canada-US tariff war is likely to increase local timber prices, benefiting PCH's southern operations and supporting higher profitability.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100