+ Watch RFP
on My Watchlist
RFP is a massively underperforming Candadian paper products company. Good thing is that stock price is approximately 60% of tangible book value. Fairfax Financial Holdings has a monster position in this company, so RFP is definitely under the miscroscope to turnaround their performance.
Lowest-cost producer in the industry at 0.5x tangible book. Who cares whether Prem Watsa owns it; he's not an investing god, as BlackBerry shows.
Large Prem Watsa holding that trades for less than half of tangible book value. Showed a loss last year due to restructuring and impairment charges, but remained cash flow positive at $266 million.
This is one of my gem picks and future investments once I can infuse some cash into my portfolio (a little difficult when moving). The company is nearing completion of a major overhaul - following suit of many other paper companies - and has been whacked in the process. However, with a fair book value of $38.42 per share (and growing) there is no reason to believe patient shareholders won't reap significant gains. That represents a 190% gain to $12 per share. RFP is the perfect stock to break the back of those who religiously hold onto the metric of P/E. At fair book value this company would have a current P/E of nearly 100 (!!!) but it wouldn't be overvalued compared to a liquidation or acquisition scenario. If the company wasn't restructuring an earned a modest $1.74 per share (TTM) it would have a P/E of just 20 at $38.42 per share. It would be wise to look into this company more closely before the big players catch on.As a bioprocess engineer (my curriculum was closely related to paper engineering) I believe this is a very sweet opportunity for investors. Once I purchase shares I will certainly add a comment and disclose my entry point.
price to book of 0.42. all hard assets except for deferred tax asset. Fairfax has 18%. long term value pointed this out. price has been bottoming for some time.
Guys, a company trading at less than last year's earnings seems undervalued to me. Especially when it's in a low-margin but stable business such as paper. Caveat: I'm not really sure if I would go long on this stock with real money as I haven't done any in-depth analysis including the possibly real possibility of bankruptcy. But between recovery and acquisition material, this seems good to me.
Bottom Fishing for some falling knifes.
great institutional roster
Blindly following Chou and Watsa. I do like holding different sets of companies w/ different betas, then selling them when there is rotation into them. I suspect paper will be around no matter how good iPad quarterly numbers get. EV/R is .6 Short interest spike is keeping me out of a RL position right now.
look for huge profits due to pricing of newsprint
Testing a portfolio of companies that start with the letter "A".
This is underpriced. Great company strategy moving forward.
the Dunder-Mifflin of CAPS
Turnaround with consolidation in this industry. Poor balance sheet will improve over next 2 years through improved pricing and asset sales.
Too much leverage, they are shutting down plants, so no growth plans for the next year or so, only cost cutting which is not a good enough reason to own the stock.
In a crushing amount of debt. Carry-over from my BOW pick.
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