Weyerhaeuser Co (NYSE:WY)
$ 30.97 -0.16 (-0.51%) Market Cap: 22.58 Bil Enterprise Value: 26.80 Bil PE Ratio: 28.15 PB Ratio: 2.25 GF Score: 81/100

Weyerhaeuser Co at Raymond James Institutional Investors Conference Transcript

Mar 04, 2019 / 04:00PM GMT
Release Date Price: $24.95 (-0.24%)
Collin Philip Mings
Raymond James & Associates, Inc., Research Division - Analyst

Good morning. I'm Collin Mings. I'm the Chief Timber REIT Analyst here at Raymond James. Very excited again to have back Weyerhaeuser this year. My pleasure today to be joined by Devin Stockfish, President and CEO; as well as Beth Baum, Senior Director of Investor Relations and Corporate Strategy. So again, very excited that the team is here with us.

Weyerhaeuser over the last number of years has been really focused on refining their portfolio. It's a lot of different company than maybe some of you that would have seen the company 5, 6, 7 years ago, really focused on refining and reshaping that portfolio to be a lot more focused on timberland. There's also been a big focus on refining capital allocation priorities. So very excited to kind of get an update on where things stand on that front with Devin today. Also, a lot has been tied to some of the volatility in the U.S. housing market over the last year or so, so looking for Devin's thoughts on that front as well.

So with that, I'll turn it over to

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