SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (38368)6/28/2010 11:00:35 AM
From: Madharry  Respond to of 78659
 
saw a positive writeup on it predicting that free cash flow over the next 4 years is about equal to current share price. i also not baupost owns a big chunk of it. but perhaps at much lower levels. the stock is up about 8 fold from its lows.



To: Paul Senior who wrote (38368)11/9/2011 3:43:59 PM
From: Sergio H  Respond to of 78659
 
Updating UFS

UFS sold off recently as an analyst forecast lower pulp and paper products. A few days later, UFS came in with its earnings report solidly beating expectations.

Looking at their levered cash flow and margins is impressive and the payout ratio is single digit. They lead their industry in ps/share.

P.E. for UFS now at a lower multiple than its peer group.

I like their recent acquisition, creating a new division and diversification.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News