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Strategies & Market Trends : Value Investing

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Lance Bredvold

To: Paul Senior who wrote (60733)	4/21/2018 2:57:55 PM
From: E_K_S	1 Recommendation Read Replies (2) of 78761

Clearwater Paper Corporation (CLW) a paper company released earnings yesterday. The business is seeing thinner margins. CLW was -34% on their earnings and from what I could tell was not a company specific issue either. Therefore, holding off on adding to more TIS. They hired a new CFO w/ a good history in the business. Thought I would wait to add more shares until she had one quarter to clean house. Still think they have a lot of good assets (remember that new facility was acquired in a bank sale w/ City/County incentives) and the new equipment that makes up the majority of the debt is almost working to specifications. BGS will report earnings in next two weeks and still have room to add to get to a full position. I did a GN valuation calculation and only 8% undervalued (maybe more w/ Fridays sell off). FWIW, DF is selling almost 30% below it's GN but it's all about no pricing power in milk. Other paper companies (especially those that manufacture tissues) all sold off including KMB. Also looking at ADM to add to my Ag basket but I think that can go a bit lower (and get into better value territory). EKS

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