Given lumber's steep decline over the last two months, it may be time to get out of homebuilder stocks as they likely won't stay this disconnected from lumber prices for long.

Given the crucial role of housing to the economic recovery, there's suddenly a lot of interest in what's going on with lumber futures, which has been on the decline. SoberLook has the chart: The questions is whether this is something about the US ho

With the resurgence of the housing market, lumber futures increased 38% in 2012, but this year, strong housing data seems to be continuing upwards without lumber.

WASHINGTON (MarketWatch) -- An index of sentiment among home builders is expected to rise to 44 in May from 42 in April, supported by improving weather and lower lumber prices, according to economists surveyed by MarketWatch. The National Association

Just throwing this chart out there for everyone to chew on.  Look at lumber prices relative to the homebuilders stock index.  Talk about a divergence!

Lumber is limit down once again. It has been falling now for two months in a very 'non-housing-recovery'-like manner. Of course, when Lumber prices are rising, everything is bullish and it merely serves to confirm the exuberance and bias to optimism

With strong demand for its products and excellent cost management, Potlatch seems to be in a position to deliver solid earnings growth. Further, with a solid outlook for the industry, this Zacks Rank #1 (Strong Buy) stock looks very attractive as of

With Lumber prices plunging to 5 month lows, we have just one question for those buying homebuilder stocks as they push new highs - what are they building houses in this new normal? Stocks disconnected once again...   but fundamentally this sig

Last quarter, this Fool had thought Lumber Liquidators' valuation was looking a little rich. Boy, was he wrong.

Lumber Liquidators Holdings (LL)Q1 2013 Earnings CallApril 24, 2013 10:00 am ETExecutivesAshleigh McDermottRobert M. Lynch - Chief Executive Officer, President, Director, Chief Executive Officer of Lumber Liquidators, Inc and President of Lumber Liqu

Here's your Cheat Sheet to earnings...

A family-owned lumber company in Pennsylvania seems to have beat Obamacare, for now. A federal district court judge ruled in favor of Seneca Hardwood Lumber...

Here's your Cheat Sheet to earnings...

April 22 (Reuters) - Canadian National Railway Co : * Crude oil shipments at 60,000 carloads annualized-outlook presentation * Starting crude oil unit train shipments * Steady increase in U.S. housing market driving growth in lumber and panels * Inte

ByHeather Ingrassia:On Thursday, April 11, Weyerhaeuser (WY) declared a $0.20/share quarterly dividend, which represents an 18% increase from its prior quarterly dividend of $0.17/share. In the wake of Weyerhaeuser's dividend increase I wanted to exa

At 12:10 pm, the Dow surged 0.42% to 14,856.08 , the broader Standard & Poor's 500 index moved up 0.36% to 1,593.49 and the NASDAQ composite index rose 0.09% to 3,298.47 .The industries that are still afloat in the market today are:Lumber, Wood P

Demand for lumber is increasing, but demand is still far below the levels during the housing bubble.However supply is lower than during the bubble years too.There are several factors impacting supply including a large number of sawmills still idled (

Proposed legislation would require the industry to recycle old mattresses. Some legislators estimate a $25 fee paid by consumers would be sufficient.SACRAMENTO — California has lumber taxes, tire taxes, Internet sales taxes and insurance taxes.

From the WSJ: Amid Housing Recovery, Humble Plywood Shines AnewGrowing demand and tight supplies have pushed up plywood prices by 45% in the past year, and U.S. producers are scrambling to get back up to speed after slashing output of the basic const

Ahead of the Tape:A better avenue for investors to benefit from further housing improvement may be through lumber, furniture or appliance and home-improvement retailers.

Camels rather than locomotives lumber over the railway tracks in this remote desert, famously traversed by storied French adventurers Arthur Rimbaud and Henry de Monfreid in the early 20th century. The old French-built railway that connected Addis Ab

ByJosh Arnold:OverviewLumber Liquidators (LL) reported earnings on February 20th, with net sales of $210.7 million and EPS of $0.50 for the fourth quarter. Results were driven by a robust 13.2% increase in comparable sales and an operating margin of

If you're looking for a way to play the housing recovery without owning a homebuilder, look no further than Lumber Liquidators Holdings Inc. (LL). The largest retailer of hardwood flooring is expected to grow earnings by the double digits in bot

Lumber prices are up thanks to increased demand from foreign buyers, especially China. So says Jon Anderson, president and publisher of the timber industry newsletter, Random Lengths.

Home Depot profit rose 32%, boosted by a recovery in the housing market and purchases of such products as generators and lumber in the wake of Hurricane Sandy.

It seems that as long as lumber futures are rising they are an excellent indicator of the strength of the housing recovery, but once they show any weakness, it is technical or negligible. A few things we know: inventory is epically low; homebuilder s

Joseph Cotterill at the FT Alphaville blog linked to a post on lumber prices last night: Listen to Lumber.The post included a graph on lumber prices over the last few months, and showed a fairly sharp decline in future prices recently.The author wrot

Lumber Liquidators Holdings (LL)Q4 2012 Earnings CallFebruary 20, 2013 10:00 am ETExecutivesAshleigh McDermottRobert M. Lynch - Chief Executive Officer, President, Chief Executive Officer of Lumber Liquidators, Inc, President of Lumber Liquidators, I

In a report published Wednesday, Canaccord Genuity reiterated its Buy rating on Lumber Liquidators Holdings (NYSE: LL), and raised its price target from $62.00 to $67.00.Canaccord Genuity noted, “Lumber Liquidators beat our Q4 estimates on every im

In trading on Wednesday, home furnishings & improvement shares were relative leaders, up on the day by about 0.9%.Leading the group were shares of LA Z Boy (LZB), up about 15.8% and shares of Lumber Liquidators Holdings (LL) up about 3.1% on the

Here's your Cheat Sheet to earnings...

By EconMatters

By EconMatters     You have come a long way baby     The lumber market has really come off the 2009 bottom of $140 per mbf and closed Friday at $399.80 per mbf on the back of good news out of the housing sector of the e

(Reuters) - Shares of U.S. plywood and lumber maker Boise Cascade Corose as much as 27 percent to $26.75 on Wednesday in their New York Stock Exchange debut.

Feb 6 (Reuters) - Shares of U.S. plywood and lumber makerBoise Cascade Co rose as much as 27 percent to $26.75 onWednesday in their New York Stock Exchange debut.

Feb 6 (Reuters) - Shares of plywood and lumber maker BoiseCascade Co rose as much as 27 percent to $26.75 onWednesday in their New York Stock Exchange debut.

(Reuters) - Shares of plywood and lumber maker Boise Cascade Corose as much as 27 percent to $26.75 on Wednesday in their New York Stock Exchange debut.

Feb 6 (Reuters) - Shares of plywood and lumber maker BoiseCascade Co rose as much as 27 percent to $26.75 onWednesday in their New York Stock Exchange debut.

Credit Suisse initiated coverage on Lumber Liquidators (NYSE: LL) with an Outperform rating and a $68.00 price target.Credit Suisse commented, "We are initiating coverage of LL with an Outperform rating and a $68 target price as we believe LL's manag

Which is better for a country’swell-being: $10 million spent constructing a jail, or $10million spent producing a line of smartphones? How about clear-cutting rain forests to produce $10 million in lumber? Or astorm that requires $10 million in

ByJosh Arnold:OverviewLumber Liquidators (LL) is a retailer of hard floor coverings and associated accessories in the United States and Canada. The company offers various types of hardwood, vinyl, laminate and engineered flooring as well as accessori

Price of sawn timber rises by almost 45% in 2012 to $400 in late December as builders construct more homes in response to an uptick in demand

In their daily briefing, Deutsche Bank commodities analysts Michael Lewis and Christina McGlone point out that in 2012 – notwithstanding a few big winners like lumber and soybean meal – commodities as an asset class were the worst in

An improved housing market and low inventory drove up lumber futures prices. Contract prices are expected to fall in 2013 as production climbs.Lumber had a good end of the year, with an improving housing market and renewed export demand from China re

An improving housing market and renewed export demand from China caused lumber prices to rally to an eight-year high late this year, but lumber futures prices are expected to fall in 2013 as production ramps up, according to Forest Economic Advisors

Plum Creek Timber is the closest thing to a pure play on lumber.

Home buyers and renovators are finding big savings in an unlikely place: By sparing the wrecking ball and tearing down a home by hand, they can donate everything from lumber to lighting—and reap substantial tax benefits.