Clearwater Paper Corp. (CLW)

[azure107]

Holiday Greetings Stockinvestor

Yes CLW is my precious :) I like the management.
As you said they capitalized on the generic tp and tissues.
As the economy picks up the cardboard and housing segments
should begin to add to the bottom line.

I also like the 11M outstanding share count and the 73%
institutional ownership. So with only ~3M floating around
price spikes happen.

The low debt is nice too compared to the other paper companies.
If you listen around six minutes into the last conference
call they make the statement, "net debt free at the end of Q3"
due to alternative fuel tax they received.

All of this imo.

I think they deserve a higher P/E than the
other paper companies. The S-3 they filed in Oct. seems to have been absorbed by the institutional owners. Since it sounds like
they will use it for more tissue capacity and they're selling all
they make. I think it will be long term positive.

I've been doing well with GPK lately too. They make drink and food container microwave paper stuff. LPX makes some nice moves too but it's a little too volitile.

http://finance.yahoo.com/echarts?s=CLW#chart5:symbol=clw;range=ytd;compare=gpk+tin+lpx+pkg;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=off;source=undefined

have a good holiday. 2010 here we come