Resolute Forest Products, Inc. (NYSE:RFP)

CAPS Rating: 5 out of 5

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Member Avatar dcrednek (79.86) Submitted: 5/12/2014 3:02:15 PM : Outperform Start Price: $16.40 RFP Score: -7.35

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.

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Member Avatar Walpurgisnacht (24.72) Submitted: 10/11/2013 12:55:34 PM : Outperform Start Price: $13.59 RFP Score: +1.09

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.

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Member Avatar NovaTodd (28.44) Submitted: 4/23/2013 7:59:45 PM : Outperform Start Price: $14.32 RFP Score: -15.30

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.

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Member Avatar TomFoolNC (29.41) Submitted: 5/23/2012 2:09:54 PM : Outperform Start Price: $11.11 RFP Score: -8.19

turnaround

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Member Avatar jrhub (89.42) Submitted: 4/25/2012 10:02:58 AM : Outperform Start Price: $13.13 RFP Score: -21.87

Prem Watsa

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Member Avatar lkingforfreedom (< 20) Submitted: 3/24/2012 2:16:52 PM : Outperform Start Price: $15.16 RFP Score: -36.91

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.

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Member Avatar chitownjester (97.59) Submitted: 10/15/2011 8:17:44 PM : Outperform Start Price: $15.90 RFP Score: -65.61

Prem Watsa

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Member Avatar buckazoid (85.46) Submitted: 8/22/2011 4:34:47 PM : Outperform Start Price: $15.96 RFP Score: -77.94

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.

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Member Avatar jsgant13 (99.38) Submitted: 7/7/2011 9:25:33 PM : Outperform Start Price: $20.75 RFP Score: -73.83

great institutional roster

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Member Avatar ajm101 (32.41) Submitted: 6/22/2011 12:51:20 PM : Outperform Start Price: $22.01 RFP Score: -83.40

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.

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Member Avatar deefret (76.85) Submitted: 6/4/2008 4:44:39 PM : Outperform Start Price: $12.98 RFP Score: -26.03

look for huge profits due to pricing of newsprint

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Member Avatar LetterA (63.71) Submitted: 4/6/2008 3:00:34 AM : Outperform Start Price: $13.00 RFP Score: -27.17

Testing a portfolio of companies that start with the letter "A".

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Member Avatar wilbeth (< 20) Submitted: 3/20/2008 8:51:29 PM : Outperform Start Price: $10.04 RFP Score: +5.09

winner

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Member Avatar bsan111 (29.75) Submitted: 3/20/2008 12:53:53 PM : Outperform Start Price: $8.73 RFP Score: +26.75

This is underpriced. Great company strategy moving forward.

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Member Avatar MotleyShark (97.77) Submitted: 2/29/2008 5:13:37 PM : Underperform Start Price: $10.40 RFP Score: +1.62

the Dunder-Mifflin of CAPS

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Member Avatar SnowWhite418 (< 20) Submitted: 2/9/2008 4:53:59 PM : Outperform Start Price: $22.10 RFP Score: -86.07

Turnaround with consolidation in this industry. Poor balance sheet will improve over next 2 years through improved pricing and asset sales.

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Member Avatar coolseagle (< 20) Submitted: 1/29/2008 3:50:25 PM : Underperform Start Price: $23.22 RFP Score: +86.29

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.

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Member Avatar jack21222 (98.37) Submitted: 1/8/2008 11:08:11 PM : Underperform Start Price: $17.36 RFP Score: +58.65

In a crushing amount of debt. Carry-over from my BOW pick.

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Member Avatar Tysondog2006 (70.28) Submitted: 11/9/2007 3:47:46 PM : Outperform Start Price: $21.45 RFP Score: -70.72

Hey, I'm not far from the bottom so i can only move up right?

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Member Avatar ekizz (< 20) Submitted: 11/6/2007 10:09:11 PM : Outperform Start Price: $26.41 RFP Score: -80.50

Abitibi and Bowater merge to make the 5th biggest company in the paper industry. People are always going to need paper.

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