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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ccube who wrote (72255)	2/1/2023 7:45:56 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78751

I own WRK and the earnings were very lousy. Some I’d the adjustments seem ridiculous like for weather? Really? I managed to dump some pre market after ready the earnings release at $36.4 (small profit) and then bought them back a few minutes later at $33.2. We will see how this turns out. Seems more like and isolated issue, since PKG and IP earnings seem alright. I believe the issues are fixable but they clearly have some work to do. I like the new Proxy which emphasizes ROA and other metrics. The old proxy had a heavy bias toward EBITDA, which is a terrible metric to work towards. I did sell my AMZN in my tax deferred accounts after it ripped AH even more. It have a health gain on this shares (almost 30%). I also reduced JXN which has been ripping. That one is a ~50% gainer for me.

To: Ccube who wrote (72255)	2/2/2023 10:38:50 AM
From: scbeachbum	Respond to of 78751

A lot of the lumber companies produce pulp for containers too and you could see the drop off there. I think that's bottoming as well. It's like trucking, retailers stocked up on so much extra inventory and then are working it down, so freight and items aren't moving or being ordered until current inventories work down which they are, so mid part of this year the reordering cycle continues. Also China shut down with COVID lockdowns and now reopening is going to have a big demand for containerboard too.