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

To: E_K_S who wrote (28850)	3/5/2018 9:31:52 PM
From: robert b furman	Respond to of 34328

I heard KMB was increasing prices as there is a shortage of tissue / parent rolls. I can persoanlly vouch that wood fiber (pulp) is up in price. The price squeeze is over, Tis was damaged but looks like it is making it - I hope. Of course banks work with you on covenants because they don't want to run it. Need to complete the turn around now. Bob

To: E_K_S who wrote (28850)	3/6/2018 11:42:18 AM
From: geoffrey Wren	Read Replies (2) \| Respond to of 34328

Re: TIS. The mistake I make all too often is to assume that a management team is halfway honest and competent. There is something wrong with TIS. I wonder if their prior situation (decent earnings, decent dividend) was sustainable, or a bit of a mirage that they created. In other words, could they just have kept going like that? Or did they suck in investors with that juicy dividend? I think maybe it was unsustainable and they knew it, which is why they went with the new capacity build. At any rate, I am guessing the whole thing was looked at almost entirely on a finance basis (spread sheets galore) by finance guys, and that really no one there knew much about the new machine and how to get it up and running and sell its product. They needed a better engineer.