Overlooked Commodity of Which China Can't Get Enough

"Virtually every lumber customer we have in the state of Oregon is now cutting for the Chinese market." That quote comes straight from Rick Holley, CEO of Plum Creek Timber PCL, the biggest timberland owner in the U.S. The benchmark commodity index has been on a tear lately – up more than 33% since last summer. Finding bargains in the commodity space is getting harder. That's why Rick Holley's comment jumped out at me. China has already moved to snap up supplies of natural gas, oil, coal, and even uranium. Now China is moving into the North American timber market. Continue reading the article.