Clearwater Paper Corporation (NYSE:CLW)

CAPS Rating: 4 out of 5

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Player Avatar TMFDeej (99.37) Submitted: 12/5/2011 8:07:49 PM : Outperform Start Price: $35.03 CLW Score: -23.56

I've seen a number of mentions of Clearwater Paper (CLW) in value circles over the past several months. In general, the paper business is a pretty bad one to be in, but this former spin-off operates in what seems to be a decent sub-segment of the industry...private label tissue and other products.

Clearwater has been implementing price increases, closing unprofitable facilities, making smart acquisitions, and ramping up a new plant. All of these things have the potential to act as catalysts for an increase in the company's earnings, and in turn its share price.

Here's a great write-up on the company by Value Slant:

Clearwater Paper (CLW)- A Play on Private Labels

http://valueslant.com/2011/12/01/clearwater-paper-clw/

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