MeadWestvaco Corp. (MWV)
The Company is a global company with positions in the packaging, consumer and office products, specialty chemicals and specialty papers markets.
Recs
This company appears to offer a solid opportunity as of today (April 2009).
The company is trading below reported book value and is paying high dividends. Additionally the company operates outside of the FIRE (financial insurance real estate) sector of the economy, so chances are, what you see is what you get. I've personally screened this company to ensure it did not expand excessively during the hot years (2004-2008).
This company was found today via google screener with the following criteria:
atleast 100m market cap or more
has fallen more than 45% past 1yr
dividend payers @3% or more
atleast 25% institutionally held
price to book less than 1
have total debt/assets less than 100%
have total debt/equity less than 100%
personally screened to make sure the companies were not FIRE industries (financial/insurance/real estate), oil commodity related, industrial metal commodities related, sea shipping related
personally verified limitation on expansion during boom years (not excessive BS growth from '04-'08)
the resulting dividend companies to buy are:
AM, BRC, CBS, CBT, CDI, CSS, GLT, HRC, KELYA, LYTS, MEI, MWV, SXI, TKR, UVV
conversely I will be looking to short opportunities with opposite criteria.
This will be the primary focus of this profile, to seek & obtain alpha from long/short dividend opportunities across various industries.
- ALPHADividend
Recs
Good earnings.
Recs
Overvalued compared to industry.
Recs
the market is up and down at this point. the paper ind is unstable
Recs
Due to its marketshare and profit margins it will outperform the S&P 500.
Recs
Skyrocketing fuel costs will diminish plastics sales, impact company's paper production costs, which is already under tremendous pressure from Asia.
Company has invested heavily in plastics companies in the US and Europe, companies that are unable to compete with Asian facilities.
Poor locations of plastics and paper plants in Northeast increasing transportation and energy costs.
Plastics costs will errode markets for these products.
Entertainment packaging is large percentage of customer base, which is rapidly becoming e-based.
Continues to invest heavily in packaging which may be regulated to minimize waste streams.
Company management oversells company securities to employees by making false performance claims, opening opportunity for large-scale fraud investigations.
Recs
This CAPS account is tracking the 200 highest yielding S&P stocks.
Recs
After having Mead and Westvaco combine, two industrial and consumer paper product powerhouses combine, LOOK OUT!!! Success ahead!!!
Recs
restructuring, just a matter of time
Recs
Streamlining the workplace has worked; new talent is reinforcing innovation; seasoned salaried from Legacy Westvaco valuable in many key positions. High ethical standard throughout the company.

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