Neenah Paper, Inc. (NP)

heckishfire (67.28) Submitted: 7/22/2009 9:55:20 AM : Start Price: $8.61 NP Score: +40.64

I believe this stock will eventually rise back to it's mid teens or higher levels that it enjoyed about a year ago - it will take time though. They closed a plant in California starting in May of '09 which will save them 7million annually.

tonylogan1 (29.30) Submitted: 7/8/2009 7:40:49 PM : Start Price: $7.30 NP Score: -59.64

up 109% in 3 months, overdone

angrytourist (31.90) Submitted: 5/21/2008 8:15:03 AM : Start Price: $20.03 NP Score: -13.67

Looks like this stock is taking a beating because of some recent financial troubles. If they can fix those issues, I see this being an otherwise solid company. Paper costs are skyrocketing, and the industry has zero hesitation in passing on increased manufacturing costs to the consumer.

MalcoweeDaddy (31.25) Submitted: 5/17/2008 6:05:33 AM : Start Price: $19.04 NP Score: -9.55

a boring co. with a unique niche

LMIMember (58.50) Submitted: 4/25/2008 12:59:37 AM : Start Price: $21.40 NP Score: -19.40

Records will be kept on paper as well as electronically. Paper use is still on the rise. My mailbox fills up with paper advertising every day with no end in site. This company is in the paper business and paper will be made and sold for years to come.

PopsDaniecki (95.90) Submitted: 2/15/2008 8:43:02 AM : Start Price: $25.13 NP Score: -32.24

It's been trashed over the last few months. I made a good bit of cash on this stock in the last few years and just didn't happen to have watched it during this most recent slide. All in all, this is a good company that, while recent earnings my mark it for a tumble of a few more points, I am betting doesn't deserve the moniker of "short"... yet. Really weak market action over the next month may change my mind and prove this a stupid place for money at this point (i.e. it's gonna be a year before any profit from today's price is realized...) but I think that going forward (especially because I don't see America putting either Hilary or Hussein Obama in the White House, come the fall...) this is going to get rosier for NP, not murkier. Fool on!

And, besides, for the better part of two years I have been calling this down slide and the reasons behind it, I do NOT think it is bottomed with the banking crap that has been passing as business over the last five years, BUT you have to get a little rosier somewhere! This marks a turning point to my readers and followers. I'm BAAaaaaCK!

phowardmlm (72.88) Submitted: 5/30/2007 9:26:48 AM : Start Price: $40.47 NP Score: +44.18

So boring I almost forget I have it, then I turn around and it's gone up another percent or two. Dividend a plus.

Hazet808T5 (< 20) Submitted: 4/23/2007 4:10:36 AM : Start Price: $36.96 NP Score: -42.62

nastro

going2maine (82.54) Submitted: 2/1/2007 11:17:22 AM : Start Price: $31.93 NP Score: -39.58

These stocks are in my real life portfolio.

drnerdo2k2 (37.71) Submitted: 1/8/2007 1:46:56 PM : Start Price: $32.54 NP Score: -42.08

Natural selection screen

NetscribeManufac (42.48) Submitted: 12/15/2006 8:58:30 AM : Start Price: $32.40 NP Score: -40.84

Following the spin-off by Kimberly-Clark Corporation in 2004, Neenah Paper primarily manufactures and distributes a range of premium and specialty paper grades and pulp. The company’s fine paper division is a leading producer of premium writing, text, cover and specialty papers. It is equally supported by its technical products division that produces saturated and coated base papers.

Neenah Paper has undergone a major transition, downsizing its pulp exposure while simultaneously increasing its specialty fine paper and technical products business. The purchase of FiberMark’s German-based technical products seems to be a nice strategic fit as it expands Neenah’s footprint in the technical products arena.

Demand for paper products has witnessed a strong momentum recently. Though uncoated free sheet usage has been eroding, coated paper demand appears somewhat more favorable. Pulp prices have risen recently, and it is well anticipated that they will remain elevated in coming quarters due to a recent cut in industry’s capacities.

Neenah Paper has seen a relatively steady growth in its top-line. But going ahead, a positive operating environment is being anticipated with the FiberMark acquisition giving a boost to the company’s revenues. We expect margins at Neenah to widen significantly with the divestiture of the Terrace Bay pulp businesses and its focus on niche markets and specialty products.

With a strong cash build-up amid recent acquisitions, the company has a significant scope to enhance shareholder value, thereby giving the stock an ample room to prove a point.

an0n1m0us (74.12) Submitted: 12/12/2006 10:33:55 AM : Start Price: $32.16 NP Score: -41.19

I don't care what they say, we need PAPER. Everyone keeps paper records. This well managed company handles the forests and the milling. They'll keep making a profit.

DukeTimberGuy (95.38) Submitted: 12/8/2006 1:09:05 PM : Start Price: $32.05 NP Score: +41.20

This is an industry that has not outperformed the market consistently for many years. Global competetion kills this segement