Resolute Forest Products Inc (RFP)

[fishhunter]

A few points:
Rfp does not have a business plan. They do have a strategy, operating rules, and BOD accountability and the stock will respond to the upcoming Q4 report in late Jan. It is simply a cyclical buy. 8.2 is a slam dunk. 12 is very likely and by 14 I will be out.

Sup does have a business plan. More importantly they have tight relationships with their customers. Not easy to do in the auto industry. Best thing is they sell to everyone including ev. Only ouch is AL is high right now. A great thing is the huge barriers to entry. It will be back to $15 by later 2021.

VTSI does not have a business plan. They do not even have an annual budget. Worse yet, no 3 year goals. And worst of all the BOD does not hold CEO accountable. It is not an investable company and never will be with Ferris at the helm and figureheads on the BOD.