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| Comment | 37.300 | Robert McWhirter | New plant they are buying and converting looks quite interesting. PE on a trailing basis is about 10X. ROE is interesting at about 20%. His Quant system does not rate it well because near-term earnings are declining dramatically. Was $.38 last year and the most recent quarter in November was minus $.51. If they can get it together, growth rate in earnings should be pretty good. | 2012-02-03 | |
| Comment | 32.950 | Bill Carrigan | Chart shows it had a down trend and it is breaking out. | 2012-01-27 | |
| Comment | 31.130 | Hap (Robert) Sneddon FCSI | Lumber has eeen decent and has moved up with the housing stocks. Chart shows lower lows, which is pretty positive. There will be some overhead resistance at around $45. | 2012-01-19 | |
| BUY | 27.120 | Michael Smedley | He hasn’t heard anything as to whether it is going well getting their pulp plant up and running. A difficult process of conversion, so he is hoping for the best. It is well down from amazing highs in the beginning. | 2012-01-10 | |
| SELL | 29.160 | Jeff Parent B. Eng. FCSI | He is a bit leery about anything related to the paper industry because of the problems with the Chinese on paper stocks. In a downward trend with 2 selling waves. Today's movement is just horrible. | 2011-12-02 | |
| DON'T BUY | 32.640 | Barry Schwartz | This is a ”story” stock. Have a wonderful new dissolving plant that may change the way paper and clothing work. Until they get it up and running and prove that they have 3 to 5 years of growing earnings, he won't buy. | 2011-11-21 | |
| Comment | 38.260 | Michael Smedley | They are about to launch production on dissolving pulp in a converted mill that they acquired very cheaply in Québec. Have some forward about 80% of their product. Have good people with great experience in the business. | 2011-10-31 | |
| BUY | 38.700 | Randall Abramson | Had a wildcat strike for a day or two that was not sanctioned by the union. Their product is used in Rayon and the demand is growing. Better aesthetics and breathes easier than cotton. About 5x earnings. Was over due for a technical correction. As we move forward the company is talking about two more plants in 2013, which would be very exciting, but he is not counting on it. | 2011-10-27 | |
| BUY | 32.900 | Michael Smedley | 3 components. Banknotes, wallpaper and a pulp mill in the East. Down heavily and not firing off as heavily as he expected. There has been a little delay in the start up of the pulp mill. Brilliant management. | 2011-09-27 | |
| Comment | 28.880 | Irwin Michael, B.Com, MBA | Specialty paper. A lot of good things are happening. Company is looking to do another pulp deal. Switzerland printing is a little soft right now. Doing extra ordinary well on their wallpaper in Germany. Should be in production shortly on their dissolving pulp business. Good management. | 2011-09-09 | |
| BUY | 38.180 | Irwin Michael, B.Com, MBA | Involved in 3 different segments. 1) Printing passports and currency out of Switzerland. 2) Wallpaper facility in Dresden Germany. 3) Pulp mill in Quebec and in the process of producing dissolving pulp giving an alternative to cotton. 50%-60% of potential production of pulp has been sold forward to Chinese. Should go considerably higher. | 2011-07-08 | |
| BUY | 34.000 | James Hodgins | Solid management team. Has some commodity price risk. Have some substitutes for agricultural commodities in some of their plants that they are working on. You are really making a bet on the management team. Pretty attractively valued now. | 2011-06-27 | |
| BUY | 29.590 | Michael Smedley | Nothing is a table-pounding buy. Started selling off before the decline. There is a need to get their new plant into production. Does bank notes and wallpaper. It is all good stuff in Poland. | 2011-06-14 | |
| BUY | 44.100 | Irwin Michael, B.Com, MBA | Peaked at around $62 in the spring. Moving into dissolving pulp (for making rayon) and did an excellent acquisition and now looking at another one. Their costs are around $600 a ton dissolving pulp is running anywhere from $2500 to $3000. Lawsuit against them out of China. Down the road could be split into 2 or 3 companies with the pulp side on its own, which would add value. | 2011-04-27 | |
| BUY | 48.500 | Colin Stewart | A Fantastic story. Run up is from dissolving pulp area because of cotton prices being very high. It is an input to rayon. It is volatile. | 2011-03-24 | |
| BUY | 50.700 | Lesley Marks | Specialty paper company. Not a lot of people are talking about forest products. She likes it. Excitement in the story is about a pulp plant that they are converting to a product that will be used with rayon, and since cotton products have taken off, there is a lot of interest in rayon. Company will do well after they convert in the summer. It can be rolled out to other plants. | 2011-03-09 | |
| Comment | 62.890 | Irwin Michael, B.Com, MBA | Very capable, innovative owner. Started as printing in Switzerland and wallpaper in Germany and went into pulp and paper when they acquired a mill from Fraser Paper. Transforming it from NBHK pulp to dissolving pulp, which is used to make rayon, a substitute for cotton. Market expects they will acquire more pulp mills. | 2011-02-18 | |
| BUY on WEAKNESS | 61.600 | Derek Webb, CFA | Surprisingly forest product stocks have been some of the best performers. Supply/demand is in balance. Very smooth chart. Generally it will pull back and that is when you want to Buy. | 2011-02-17 | |
| Comment | 39.200 | Irwin Michael, B.Com, MBA | Printing facility in Switzerland, which produces euro dollar, Swiss franc and passports. 2nd facility in Germany producing wallpaper. Purchased bankrupt pulp/paper mill and shifting production from MBHP pulp to dissolving pulp for manufacturing rayon, a cotton substitute. No longer a deep value play. Sold at quarter of his holdings. Still likes. | 2010-10-01 | |
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| HOLD | 28.600 | Irwin Michael, B.Com, MBA | Had bought this as a “deep value play” at around $8 because of some hidden assets. No longer a “deep value play” but is now a “growth momentum” play. The big factor is their acquisition of the Thurso pulp mill, which will probably be a big winner for them in the future. Market is discounting them going into pulp. | 2010-08-13 | |
| BUY | 19.600 | Michael Smedley | 2 or 3 operations. The odd one, that doesn't sound too interesting but is actually pretty good, is wallpaper. Very high technology in the production of banknotes. Acquired an old mill in eastern Canada where they will produce rayon, which is replacing cotton. Top-notch management. | 2010-04-29 | |
| Comment | 22.500 | Jim Huang | Manufactures specialty paper for money, notes and special wallpaper. Just purchased a bankrupt paper mill in tending to manufacture another kind of paper that will substitute for cotton. Not sure that the high prices of rayon (?) are sustainable. | 2010-04-19 | |
| Comment | 19.150 | Philip Doyle | Very specific niche in security-enabled paper, which can be used for secure documents. With the big run-up, it is probably time to be cautious. Probably a pretty interesting place to be. | 2010-03-26 | |
| BUY | 11.650 | Ryan Irvine | Specialty paper manufacturer. Despite the recent rise in the stock price, valuations are good. Had about $.40 in earnings for Q1 that beat the street and management's estimates. Earnings power this year of about $1 to $1.10 leaving it trading at about 10X earnings. Gaining market share. | 2008-06-04 | |
| BUY | 8.750 | Hugh Cleland, CFA | One of the few IPO’s in the last 6 months that is at its issue price. It has 2 businesses, wallpaper and the euro. They are growing nicely with a couple of blue-sky scenarios in passports that they may be able to work on over the next couple of years. | 2008-04-02 | |
| TOP PICK | 7.650 | Doren Quinton | Produces security and specialty paper (Bank notes, Visa paper, etc). Very strong fundamentally. Not very well know. | 2008-03-19 | |
| TOP PICK | 7.650 | Doren Quinton | Produces security and specialty paper (Bank notes, Visa paper, etc). Very strong fundamentally. Not very well know. | 2008-03-19 |
