Selling Weyerhaeuser (WY) @ $34.25 (122.45% Gain)

 I bought Weyerhaeuser in march of 2020 Thinking there was no reason for this stock to drop 60% due to the pandemic. I had assumed it would bounce back in a year. This thesis has worked out as expected.

- I'm selling while timber prices are at a peak.

- Forward Div Yield is 2% which tells me the stock is slightly over priced.

Since I am not interested in a low dividend for a solid, slow growth company, my work here is done. I am selling and moving on to a more lucrative investment.

Buying Weyerhaeuser Company (WY) @$15.40

- Timber REITs are simply run operations with low overhead.
- Makes a lot of sense as a long term investment, particularly with current 10% Dividend.
- Would prices tend to keep with inflation over time.
- Rising rates are bad for Timber REITs as the company usually borrows to grow.
- Cyclicality Risk: In recession time prices will drop so Timber REITs will under perform regular
  REITs.
- Weyerhaeuser is the largest and best in class of the four US Timber REITs (RYN, PCH, 
  CTT).
- Timberland segment is the largest private owner of timberlands in the US.
- Company is geographically diverse - Southern, Western and Northern USA.
- Sustainability certified.
- Strong Dividend grower.
- Strong Balance sheet. Debt less than 25% of total capitalisation.
- Baa2/BBB Credit rating.