Clearwater Paper Corporation (NYSE:CLW)

castilloelmorro (< 20) Submitted: 7/30/2009 10:52:57 PM : Start Price: $11.15 CLW Score: +194.20

Some people say that they think the paper market has bottomed out.
Personally... I disagree.. especially with regard to THIS company.
They have a niche which is superb.
Among other products (eg, pulp, paperboard and wood products)...
They make generic brand toilet paper, paper towels, facial tissues and paper napkins.
Now... It seems to me.. (I could be wrong)
that NO ONE is going to STOP using ANY of the above mentioned items.
but... in these trying economic times... many WILL switch from the high-end quality
expensive brands --> to the GENERIC - less expensive brands - generally marketed under the
local grocery chain's brand name.
Well..
Clearwater Paper makes MANY of these types of paper.
Personally I think they will do EXCEPTIONALLY well - in THIS area - for at least 3 years, or
as long as it takes for the economy to turn around completely.