Clearwater Paper Corporation (CLW)

manucastle (68.39) Submitted: 11/10/2009 2:06:10 PM : Start Price: $50.54 CLW Score: -6.75

I own CLW :-

http://finance.yahoo.com/q?s=clw&.yficrumb=yIQAwlz5SoW

Industry: paper & paper products
EPS = 7.84
EPS EST 1yr = 5.255 2yr = 4.745
EPS EST Q1 = 1.135 Q2 = 1.030
PE = 6.2 Industry 8.1
PB = 2.02 Industry 1.3
PS = 0.45 Industry 0.4
P/CF = 6.2 Industry 8.2
P/FCF = 6.8 Industry 6.1
Yield 0.0 Industry 0.0
Gross profit margin = 16.3 Industry 16.7
Operating margin = 11.7 Industry -1.2
Net Profit Margin = 7.4 Industry -3.8
ROA = 12.9 Industry -1.6
ROE = 40.3 Industry -5.7
Insider ownership = 1.4
Greenblatt ROC = 24.78
Greenblatt Earnings Yield = 22.95
PosFCF generic % free cash flow yield 14.73%***
Passes 14 of 17 of Mike Klein's metrics
MaxPrice = 160.50 Discount 70%**
Metrics from qtr ending 6/30/2009
Caps rank 2
http://caps.fool.com/Ticker/CLW.aspx
MC score 245

All good enough for my money. I only suggest stocks that I own !

(See posts 388/584/665/760/1051/1807/2213/3546/3755/4046/4208/4225/4345/4573/4818/5241/5242/5310/5461/5579/
5169/7651 on 'Investment Analysis Clubs / Dynamic Value Investing ' board for extra due diligence applied ). **MaxPrice is a generic version of Mike Klein's Maxprice and ROC and Earnings yields are generic versions of Greenblatt's metrics. *** PosFCF generic % free cash flow yield taken from AAII and posts 5248 and 5253

See 'Investment Analysis Clubs / Dynamic Value Investing' board and my CAPS profile for further excellent companies selling at a discount to Maxprice with excellent current metrics. CAPS only shows my selections over 100Mill (unfortunately due to restricted lower market cap applied by MF CAPS).

As stated on the 'Investment Analysis Clubs /Dynamic Value Investing' board my aim is to obtain up to 50% returns p.a. as Buffett stated he could obtain (3 times) recently. A very difficult task but you can follow along with my buys and sells on my CAPS page, where I put my money where my mouth is . If I perform well I hope you can benefit. If not , feel free to ignore my comments. CAPS allows each and everyone of us to be clinically judged on our stock picking abilities over the LONG TERM.

Please always do your own due diligence before investing.

Manucastle :o)

dmccartney (98.13) Submitted: 9/23/2009 3:59:17 PM : Start Price: $48.09 CLW Score: -8.59

I don't quite understand why this stock only has a 2 star rating. It has good earnings, selling at a relatively low P/E, and has shown strong upward momentum recently. This stock is currently trading within 5% of it's 52 week high (in other words, having strong momentum). Zack's gives this stock it's highest rating, a "strong buy" based on recent positive earnings surprises. I have some of my own real money in this stock.

IBDvalueinvestin (95.42) Submitted: 8/24/2009 10:47:26 AM : Start Price: $47.85 CLW Score: -7.61

Had to add this again even after I took over 100% gains because the earnings estimates just keep going higher. Its up to $5 EPS now for this year.

castilloelmorro (42.10) Submitted: 7/30/2009 10:52:57 PM : Start Price: $22.31 CLW Score: +90.43

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.

tonylogan1 (29.11) Submitted: 7/8/2009 7:26:25 PM : Start Price: $26.32 CLW Score: -54.70

up 218% in 3 months... overdone

redlegs444 (52.21) Submitted: 5/11/2009 6:15:06 PM : Start Price: $22.72 CLW Score: +86.52

i believe that the paper market has bottomed out, or will in a couple of months, only one direction