Canada wildfires

[Gregmal]

Surprised no mention of this. Wonder what if anything from this will be an actionable investment opportunity. Haven’t seen a Yankee game cancelled for smoke before. Same with all the outdoor kids stuff. Gregmal played golf today and will nightfish tonight, but all mere mortals seem to be quite impacted by this. Many have even whipped out the N95s again. 

[Parsad]

We've been exposed to this a couple of times in the last five years with wildfires not far from Vancouver.  No real actionable opportunities...just poor air quality and cancellations of some events.  Now if the fire gets closer to a major city...that would be very different.  Cheers!

[Whensthepaintdry?]

I put perimeter solutions on my watchlist a few weeks ago. Sadly I didn’t buy. It had quite a rebound. 

[bizaro86]

2 hours ago, Whensthepaintdry? said:

I put perimeter solutions on my watchlist a few weeks ago. Sadly I didn’t buy. It had quite a rebound. 

 

Funny (to me anyway) that it rebounds when there are big fires you can smell from NYC, even when (objectively) they're relatively small compared to past fires in the west. 

[fareastwarriors]

Lumber futures?

 

 

As a Californian, this bring back memories... It was a rough few Years. 

[Gamecock-YT]

Just an average day air quality wise in Southeast Asia 

[Whensthepaintdry?]

Ya, the share price had gotten pretty low there for a bit, but I’m sure it is because of the fires. I just started looking into it. They did some buybacks, insiders have bought here and there. Has a weird structure still playing out with past ownership that’s doesn’t look great.