Louisiana-Pacific Stock Discussion

We really don't pay all that much attention to the news that floods across our screens on 13-F Day every quarter, but in a way, we do. We know the information is dated, coming 45 days after the quarter being reported ends. We know that short positions and cash positions are not included. What if a long position listed on a 13-F is merely a hedge against a larger short position in a somehow adjacent security? We'll never know.
Many of the 13-Fs released, come from very accomplished...

Louisiana-Pacific's high P/S ratio is surprising as future revenue forecasts align with the industry. The high share price is concerning as future revenues may not sustain the positive sentiment.

Louisiana-Pacific's declining ROCE and stable capital base hint at an older firm possibly facing increased competition or lower margins. These factors could hamper the firm's long-term performance, despite the recent stock value increase. The sustainability of Louisiana-Pacific's performance is questioned, hinting at consideration of other investment options.

The stock's intrinsic value is currently undervalued, providing a potential buying opportunity. Expected increase in earnings isn't fully reflected in the share price, hinting at future growth potential.