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Strategies & Market Trends : Mercer International (MERCS) -- Ignore unavailable to you. Want to Upgrade?

To: KLP who wrote (170)8/11/2000 10:35:41 AM
From: Mad2  Respond to of 196
 
Did look as you suggested and Mercs implies a strong cyclical behavior.
As it relates to management (looking back years) I've only followed since Feburary. I'm aware this is a collection of former govt. assets (probably run down and antiquated?).
However while leveraged it is demonstrating accelerating cash flow and earnings (albiet due to rise in pulp pricing, restart of Rosenthal, govt sub and tax loss carry forwards.).
Good enough for me to be long.
Your view?
mad2


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