Resolute Forest Products, Inc. (NYSE:RFP)

CAPS Rating: 4 out of 5

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Member Avatar dcrednek (80.30) Submitted: 5/12/2014 3:02:15 PM : Outperform Start Price: $16.40 RFP Score: +1.63

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 (21.16) Submitted: 10/11/2013 12:55:34 PM : Outperform Start Price: $13.59 RFP Score: +11.97

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 (21.60) Submitted: 4/23/2013 7:59:45 PM : Outperform Start Price: $14.32 RFP Score: -5.05

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 TMFBlacknGold (98.68) Submitted: 6/28/2012 11:47:36 PM : Outperform Start Price: $10.90 RFP Score: +8.95

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.

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Member Avatar TomFoolNC (29.06) Submitted: 5/23/2012 2:09:54 PM : Outperform Start Price: $11.11 RFP Score: +5.07

turnaround

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Member Avatar jrhub (73.46) Submitted: 4/25/2012 10:02:58 AM : Outperform Start Price: $13.13 RFP Score: -10.70

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: -27.31

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 (95.93) Submitted: 10/15/2011 8:17:44 PM : Outperform Start Price: $15.90 RFP Score: -56.57

Prem Watsa

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Member Avatar buckazoid (92.92) Submitted: 8/22/2011 4:34:47 PM : Outperform Start Price: $15.96 RFP Score: -68.98

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 (99.18) Submitted: 7/7/2011 9:25:33 PM : Outperform Start Price: $20.75 RFP Score: -66.99

great institutional roster

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Member Avatar ajm101 (32.88) Submitted: 6/22/2011 12:51:20 PM : Outperform Start Price: $22.01 RFP Score: -77.00

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 (75.67) Submitted: 6/4/2008 4:44:39 PM : Outperform Start Price: $12.98 RFP Score: -14.75

look for huge profits due to pricing of newsprint

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Member Avatar LetterA (56.37) Submitted: 4/6/2008 3:00:34 AM : Outperform Start Price: $13.00 RFP Score: -15.91

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: +19.83

winner

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Member Avatar bsan111 (34.69) Submitted: 3/20/2008 12:53:53 PM : Outperform Start Price: $8.73 RFP Score: +43.77

This is underpriced. Great company strategy moving forward.

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Member Avatar MotleyShark (96.00) Submitted: 2/29/2008 5:13:37 PM : Underperform Start Price: $10.40 RFP Score: -12.58

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: -79.71

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: +80.26

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 (98.75) Submitted: 1/8/2008 11:08:11 PM : Underperform Start Price: $17.36 RFP Score: +50.36

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

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Member Avatar Tysondog2006 (70.11) Submitted: 11/9/2007 3:47:46 PM : Outperform Start Price: $21.45 RFP Score: -64.10

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

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