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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (44097)5/2/2012 4:36:02 PM
From: Paul Senior  Read Replies (1) of 78704
 
Packaging business. I'll take a few shares in a couple of packaging stocks now. Although... so many USA/multinational industrial companies (consumers of packaging materials) seem to be reporting excellent earnings now, it may be too late to buy containerboard stocks -- any good news may already be in these packaging companies' stock prices.

RKT: Passed on it last August at about $47, I'll step up now for just a very very few shares at $62.
KS: In for a very few shares. Looks like it's been profitable each year of its seven year public history. Relatively high roe for a relatively low p/e.
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