Is Boise Cascade a hidden gem stock? | BCC Stock Analysis

Analysis of Boise Cascade (Ticker: BCC).
The housing market is down over 20%, but Boise Cascade is still growing. Let's take a look at Q3 results, and let's try to understand how strong is the competitive advantage of Boise Cascade.
Let's calculate the intrinsic value of this company and take z closer look at the financial health of Boise Cascade.
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🗃 Content:
0:00 Boise Cascade Corporation
1:58 Q3 Earnings
2:42 Investors
3:48 Financial Health
5:12 Dividend
6:33 Intrinsic Value
8:43 Is Boise Cascade a Good Investment?
#valueinvestor #stockstobuytoday #q3earnings
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DISCLAIMER:
I am not a financial adviser. This video is for educational and entertainment purposes only. Seek professional help before making any investment decision.​
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The maps used in the video came from FreeVectorFlags.com

[@miguelmachado3259]

Another Great Video! HZO also deserves attention as another viewer also suggested. Waiting for your next video

[@BaldInvestor]

Thanks, I really appreciate that. HZO is noted 😊.

[@ominollo]

Thanks for this video! I also wanted to suggest you to look into WFG 😅

[@BaldInvestor]

Thank you 😊

[@jeremynewell9903]

I work in a construction sector that indicates where this cyclical industry is going. 2023 is going to see a halving of the current stock price. Also compare WEF & WFG. New wood frame construction is in the process of hitting the breaks.

[@BaldInvestor]

Thank you for that info and the ideas. I will take a look at them. 👍

[@dcharles1821]

HE REALLY DID SAW IT BEFORE

[@samlefebve8994]

Nice video. Add HZO to your list. Congrats with CROX. Been a diamond in this crazy market. People laughed at me when I was buying in high fourties’

[@BaldInvestor]

Thank you so much. 😊 I like Crocs a lot 🐊. Warren said it once. You are neither right nor wrong because other people agree with you. You are right because your facts are right and your reasoning is right. So congrats to you. 👍

[@miguelmachado3259]

Agree. HZO deserves attention. Mostly interested in what multiples they acquire marines to their portfolio such that what synergy allows them to perform much higher...

[@nnnooo555]

Good video. I sold a put at $60. Just wish at least one super investor and a little more management owned it.

[@BaldInvestor]

Thank you. I appreciate it. And thanks for sharing your view on Boise Cascade.

[@jeffstahl9107]

very informative video. What happened to BCC dividend? yielding less than 1% now

[@BaldInvestor]

Thank you. 😊 They did not pay the special dividend just the quarterly one. With this company, it's very unpredictable.

[@tonyemyers1536]

What do you think of ASRT and SRTS? Both magic formula stocks

[@BaldInvestor]

I would have to take a closer look, but healthcare is far away from my circle of competence.

[@tonyemyers1536]

What do you think of MATX?

[@BaldInvestor]

I will have to check it out. Thanks for the tip. If you are interested in this industry then you may like the next video. It is going to be about Danaos.

[@snoomtreb]

Payout ratio of 2% ? That seems wrong?

[@BaldInvestor]

It is 2.1% right now. You can find it on Seeking Alpha.

[@snoomtreb]

@Bald Investor ok, but is it on recurring profit ? (No 1x special income included in headline earnings?). If not, then I'm buying tomorrow xD

[@BaldInvestor]

If we look at EPS and then at the dividend history on Seeking Alpha it seems that the payout ratio does not include the special dividends, just the quarterly ones. But please do your own due diligence.

[@snoomtreb]

@Bald Investor thought so, it would imply a P/E of less then 1... 6% yield @ 2% payout ratio (100% payout = 300% yield). Before buying I would always do my own research, but other viewers may be deceived by the number provided.

[@BaldInvestor]

Fair point. Thank you for the feedback. 👍

[@ducksupps9369]

Interesting, as this company popped up on the MagicInvesting Formula

[@BaldInvestor]

Yes, it is on the magic formula website. And I will pretty shortly make a video about The Little Book That Beats the Market and the Magic Formula. I find it an interesting place to look for investing ideas.

[@ducksupps9369]

@@BaldInvestor looking forward to it. I can’t help but feel that now as value is taking the stage, the formula will be quite effective. A few of the small caps on there have been positive for months now. There’s also a few good interviews featuring Greenblatt recently talking about it. At the end of Dhandho investor is also some words from Mohnish Pabrai on the formula.

[@BaldInvestor]

I have a similar feeling about the value at the current time. And Dhandho Investor is another great book. Next to Richer, Wiser, Happier, it was the most fun I had reading an investment book.