Boise Cascade: Expect Short Term Pain, But Long Term Gain

2026-02-22 22:04:12 ET

A little over a year ago, in early February of 2025, I decided to take a fresh look at Boise Cascade Company ( BCC ). Operationally speaking, I find it to be an interesting business. For those not familiar, it produces and sells wood related products like laminated veneer lumber, laminated beams, plywood, strand board, and I-joists. This is a simple business, but one that strikes at the heart of the American economy. Leading up to that point, acknowledged recent underperformance from the business. Lower sales volumes and declining prices, driven by high interest rates and inflationary pressures that negatively affected the housing market, ultimately impacted the business. But in the long run, I viewed it as an attractive prospect, especially because of its overall valuation....

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