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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (62159)6/22/2019 7:50:01 AM
From: Spekulatius  Read Replies (1) of 78464
 
re GEF - there is this thing with GEF vs GEF-B, which have different ownership rights. I think I would buy the one with the highest dividend yield. The containerboard companies all have become cheap - WRK and PKG are cheap too. There is some warranted concern about margins falling, imo, based on brokerage reports I am getting, a result of capacity additions and sluggish demand.

GEF again is highly leveraged, because of an recent acquisition. So is WRK. PKG has the strongest balance sheet.
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