Deltic Timber Corp (DEL)

Rep07 (97.71) Submitted: 8/15/2009 3:38:14 PM : Start Price: $47.33 DEL Score: +30.94

Cyclical action in an uncertain market in an adverse environment.

JerryDreamer (< 20) Submitted: 8/2/2009 8:41:07 PM : Start Price: $45.36 DEL Score: +26.33

There is less momentum, less volume, and less buying going on. We are in the last part of this rally.

Paramnesia1930 (98.20) Submitted: 7/31/2009 6:59:33 PM : Start Price: $45.36 DEL Score: +26.33

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

Voorheesian (37.06) Submitted: 1/20/2009 6:31:19 PM : Start Price: $39.90 DEL Score: -40.66

C&C

tutaemeia (97.28) Submitted: 12/12/2008 9:16:32 PM : Start Price: $44.41 DEL Score: +40.55

Problems is what i see in DEL blance sheet. Take a look to the fundamentals:

Levered Free Cash Flow = -13,36M
ROE = 2,86%
ROA = 1,04%
Operating margin = 4,60%
EV/EBITDA = 42x
P/B = 2,38x
P/S = 4,33x
PER = 88x

Looking for these ratios, can you bet in this stock? I don't. That's why i am shorting....

harrytong (87.77) Submitted: 10/21/2008 2:45:08 AM : Start Price: $50.16 DEL Score: +40.00

expensive

lylehoyt (< 20) Submitted: 7/9/2008 11:47:52 AM : Start Price: $53.14 DEL Score: -17.22

Cost savings will drive profits.

whitehrs (< 20) Submitted: 6/25/2008 2:26:36 PM : Start Price: $59.49 DEL Score: -21.35

This stock climbs and falls. Runs to 70-ish annually on executive options sales activity, and falls on the post inactivity. Buy in about febuary and march, then sell june to august.

loano (< 20) Submitted: 3/24/2008 1:27:51 PM : Start Price: $55.25 DEL Score: -14.90

fares will drop.

JCSmiley (< 20) Submitted: 3/11/2008 9:21:55 AM : Start Price: $51.25 DEL Score: -11.31

This is one of my super-long picks.

lincoln198 (30.65) Submitted: 10/16/2007 4:35:36 PM : Start Price: $57.06 DEL Score: +7.35

DAL in for a bumpy ride for the next quarter

NeroSagetrade (87.82) Submitted: 10/2/2007 10:32:28 PM : Start Price: $57.26 DEL Score: +8.15

Deltic Timber is actually the best company in the sector, but the problem is this is one of the last sectors you want to be anywhere near right now. Although DEL operates in many market segments, nearly all facets of construction are seeing somewhere between a minor and a major pullback. We've seen a huge downturn in housing construction and even business construction remains tame at best. This is already trading at 54 times trailing earnings and posts a price to book of 3.3 which is far and away the highest in a sector averaging closer to 2. Everything here is pointing toward downward pressure on the stock over the next year.

Nero

Sagetrade

Billmc85 (58.58) Submitted: 7/4/2007 12:11:16 AM : Start Price: $55.04 DEL Score: -6.51

Rec from a friend

quest4 (47.86) Submitted: 6/12/2007 3:56:10 PM : Start Price: $52.43 DEL Score: -4.72

Commodity that replaces itself.

giofal (< 20) Submitted: 4/24/2007 10:58:00 AM : Start Price: $49.14 DEL Score: +1.07

This stock is a disaster waiting to happen. The past two quarters were shored up only by property sales. Operating income is down drastically with no hope of rebounding in the foreseeble future.

boobynez (< 20) Submitted: 4/23/2007 7:16:59 PM : Start Price: $49.79 DEL Score: -1.69

Excellent holdings, making bank off Little Rock real estate boom & golf course properties.