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JimVanMeerten (63.06)

Put it in a box and make money

Recs

2

January 24, 2011 – Comments (2) | RELATED TICKERS: GEF , GRM.DL2 , MPAC.DL

When I go to the store, especially the grocery store, I'm amazed how many products come in a paper box, tube or carton.  If the economy is recovering the way everyone is telling me it is then it would seem that an industry that's going to be right in the middle of it all would be an industry that provides paper packaging.

When I go screening for stocks I want a stock that is moving now, that analysts forecast increased sales and earnings and has a wide and positive following with the general investing public.

Let's look at a watch list of paper container companies I came up with going from large to small:

GEF - Greif Bros --  manufactures and markets a broad variety of superior quality industrial shipping containers (which include fiber drums,plastic drums, steel drums, intermediate bulk containers, and multi wall bags) and containerboard and corrugated products (which include semi chemical and recycled medium, recycled liner board, corrugated boxes and corrugated honeycomb products) as well as timber properties. Greif provides innovative packaging solutions to meet the ever-changing needs of its customers.

1 - 100% Barchart technical buy signal

2 - Hit 16 new highs and is up 1.60% in the last month

3 - Rising Relative Strength Index of 65.06%

4 - Trades around 64.03 with a 50 day moving average of 61.26

5 - Wall Street brokerage analysts have 5 buy and 1 hold recommendations released

6 - Sales projected to increase 15.30% this year and 7.20% next year

7 - EPS estimated to increase 13.10% this year, 11.80% next year and 10.28% annually for the next 5 years

8 - Investor sentiment high with the CAPS members on Motley Fool voting 315 to 8 that the stock will beat the market with the All Stars in agreement 123 to 1

GRM - Graham Packaging --  a U.S. based company engaged in the design, sale, and manufacture of value-added, custom blow-molded plastic containers for branded consumer products. Graham Packaging supplies plastic containers for hot-fill juice and juice drinks, sports drinks, drinkable yogurt and smoothies, nutritional supplements, wide-mouth food, dressings, condiments and beers. The Company also supplies plastic containers for yogurt drinks, liquid fabric care products, dish care products and hard-surface cleaners. Graham Packaging is also the supplier of one-quart/liter plastic motor oil containers in the U.S., Canada and Brazil. The Company conducts its operations through its majority-owned subsidiary Graham Packaging Holdings Company (Holdings), Holdings' wholly owned subsidiary Graham Packaging Company, L.P. (the Operating Company) and all of the Operating Company's subsidiaries.

1 - 100% Barchart technical buy signal

2 - 12 new highs and up 17.64% in the last month

3 - Relative Strength Index of 88.25%

4 - Trades around 16.08 with a 50 day moving average of 13.30

5 - Wall Street brokerages have published 5 buy and 1 hold recommendation

6 - Sales projected to increase 14.10% next year

7 - EPS expected to grow 10.00% annually for the next 5 years

8 - Investor sentiment on Motley Fool small but positive with the CAPS members betting 18 to 0 that the stock will beat the market and the All Stars voting 6 to 0

MPAC - Mod-Pac -- a specialized short-run printer and a designer and manufacturer of paperboard packaging. They provide products in two primary categories, folding cartons and full color print-on-demand. In addition to the commercial print market, they also provide distinctive designs for social occasions. They personalize specialty items such as invitations, napkins, and stationery.

1 - 100% Barchart technical buy signal

2 - 10 new highs and up 16.13% in the last month

3 - Relative Strength Index 64.09

4 - Trades around 5.40 with a 50 day moving average of 4.94

5 - No one is presently  following this stock but earnings have grown 128% annually for the last 5 years

Well now you have 3 stocks to add to your watch list of stocks that should be poised to take advantage of a recovering economy.


Jim Van Meerten is a professional investor with over 40 year experience in investing in stocks, mutual funds and ETFs.  He shares his knowledge on Barchart in his daily blogs -- Barchart Portfolio Blogs.


Through Marketocracy Capital Management you can have a Separately Managed Account that mirrors his Barchart Van Meerten New High portfolio.

2 Comments – Post Your Own

#1) On January 24, 2011 at 4:41 PM, Donnernv (< 20) wrote:

Jim:

Did you ntice you have a propeller on your beanie?  Why should anyone pay any attention to your postings?

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#2) On January 25, 2011 at 10:11 AM, JimVanMeerten (63.06) wrote:

I don't keep up my portfolio here like I should but on Marketocracy they just said that my 5 year portfolio there beat all but 1 of the top 50 Morningstar % year funds.

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