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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: deeno who wrote (26197)	12/30/2016 3:04:13 PM
From: Steve Felix	Respond to of 34328

Well, we are obviously looking at different things. Possible things don't go quick enough that their covenants are a problem. Per management, they don't see a problem, but we know how that can go. Doubt their two new lines are yet at full capacity, and they probably still need to haul rolls from Oklahoma, but six months from now that should be over. If one is only planning to hold for six months, probably not a good idea. That would really only start things up. Hard to make heads or tails of the analysts. S+P has it as a strong sell, while Zacks has 3/5 year earnings growth @ 16.5% annually. Although they are making moves into the premium space, everything else is something they were already doing, now just expanding to the east coast. Most importantly they need the sales, and I expect we will get a better view on that, their covenants, and an update on when the new paper machine will be coming on line in the next call. IF there is a light at the end of the tunnel, it will still be a ways out.