$RYN

Rayonier presents a low-risk opportunity; falling lumber prices are temporary headwinds, but biological asset growth (trees) and potential housing sector recovery support significant upside including dividend yield and capital appreciation.

Bullish
“10 Stocks To Buy! Value Investing Quadrant October 2026”
Value Investing with Sven Carlin, Ph.D.Published Oct 4 · 1 passage

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Rayoner, this is starting to get interesting. The wood and timber are falling like felled trees. We discussed this in an interesting video, and when it comes to these companies, Wehirhauser's stock is also declining, and dividends there are likely to reach 4%.

The trees continue to grow, so this is something worth thinking about. Furthermore, they expect further growth in earnings before interest, taxes, depreciation and amortization (EBITDA).

If they achieve that, they have some debt, well, that's normal for Real Estate Investment Trusts (REITs). The stock is down because they lowered their third-quarter estimates due to falling lumber and housing prices.

However, if the housing sector recovers, you will receive large dividends and gains, and if that happens, this stock could easily double. If they generate 1.5 billion in earnings before interest, taxes, depreciation and amortization, and 1 billion in cash flow, plus the growth of trees, then the business is growing.

This may be a low risk. The return is not yet 10%. I would like to see that here, but we are probably at 6-7% in the long run. And you own trees. We may need to separate Weyerhaeuser, but that will be at another time with Rayonier because the two companies are slightly different.

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What this channel has said about $RYN

Value Investing with Sven Carlin, Ph.D. has only this one call on this stock.

2026-10-04BullishThis one
Rayoner, this is starting to get interesting. The wood and timber are falling like felled trees. We discussed this in an interesting video, and when it comes to these companies, Wehirhauser's stock is also declining, and dividends there are likely to reach 4%. The trees continue to grow, so this is something worth thinking about. Furthermore, they expect further growth in earnings before interest, taxes, depreciation and amortization (EBITDA). If they achieve that, they have some debt, well, that's normal for Real Estate Investment Trusts (REITs). The stock is down because they lowered their third-quarter estimates due to falling lumber and housing prices. However, if the housing sector recovers, you will receive large dividends and gains, and if that happens, this stock could easily double. If they generate 1.5 billion in earnings before interest, taxes, depreciation and amortization, and 1 billion in cash flow, plus the growth of trees, then the business is growing. This may be a low risk. The return is not yet 10%. I would like to see that here, but we are probably at 6-7% in the long run. And you own trees. We may need to separate Weyerhaeuser, but that will be at another time with Rayonier because the two companies are slightly different.
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