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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (54992)	10/24/2017 10:34:16 AM
From: E_K_S	Read Replies (1) of 78700

Domtar Corporation (UFS) - peeled off 50% @ $44.50/share (booked 20% gain) I made a small Buy in UFS 9/2016 @ $37.00/share based on the GN being undervalued (35% undervalued) and they paid a 4% dividend. The company story was compelling as they were downsizing their business paper division and starting an adult diaper division. I decided to book my 20% long term capital gain after holding over a year but will let the other shares run. Earnings may/could still increase since the adult diaper division is a high margin business and may see some growth w/ the aging baby boomers. Debt is still high at 7x annual Net income = Long term debt. I will view the balance of shares as a source of funds for other undervalued GN Buys. I do own KMB and TIS for exposure to paper company/products. TIS is my long term value play and is just slightly undervalued (2.4%) according to the GN valuation model. No dividend w/ TIS either and debt very high w/ new capital equipment purchases earlier this year. EKS

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