Schweitzer-Mauduit International, Inc. (NYSE:SWM)

CAPS Rating: 3 out of 5

A multinational diversified producer of premium specialty papers; manufactures and sells paper and reconstituted tobacco products to the tobacco industry as well as specialized paper products for use in other applications.

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Member Avatar Staka (97.23) Submitted: 1/6/2014 9:48:02 AM : Outperform Start Price: $49.08 SWM Score: -27.16

Positive:
- Sound balance sheet, good dividend
- November correction has made the price more lucrative
- International diversification

Negative:
- Core business is somewhat stagnant. With recent acquisition they try to extend their competence sphere but it is not assured that this will become successful.
- Chart somewhat broken
- Price not really cheap but what is? Relative to market it is on the cheaper site and this is what counts.

Category: ICIp

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Member Avatar BKITU (96.98) Submitted: 4/26/2011 7:40:05 PM : Outperform Start Price: $23.27 SWM Score: +28.45

I'm generally bullish on tobacco stocks considering an expected rise in international consumption. More globalization = more people with money for minor (and consumable!) luxuries.

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Member Avatar PizzeriaMan (31.00) Submitted: 6/16/2010 3:03:22 PM : Outperform Start Price: $25.49 SWM Score: -18.87

sound balance sheet

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Member Avatar baileymadison (50.06) Submitted: 3/8/2010 7:14:57 PM : Outperform Start Price: $19.42 SWM Score: +36.02

corrected down enough- short term to rise...

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Member Avatar Superdrol (97.52) Submitted: 2/11/2010 11:38:53 AM : Outperform Start Price: $21.97 SWM Score: +0.11

Crossing support. See if this winds up being a good oversold bounce.

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Member Avatar Rep07 (27.31) Submitted: 8/15/2009 3:41:27 PM : Underperform Start Price: $20.68 SWM Score: +6.06

Cyclical action in an uncertain market in an adverse environment.

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Member Avatar MC40 (56.46) Submitted: 8/23/2008 9:18:27 PM : Outperform Start Price: $7.97 SWM Score: +365.75

They're going for the gas.

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Member Avatar lassinator (< 20) Submitted: 7/17/2008 10:55:38 PM : Outperform Start Price: $7.25 SWM Score: +414.93

Looking at the charts and it looks like this one is about to take off.

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Member Avatar bbd92 (< 20) Submitted: 12/18/2007 5:58:26 PM : Outperform Start Price: $11.06 SWM Score: +234.18

Buy, buy, buy!

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Member Avatar wax (97.34) Submitted: 9/5/2007 6:54:35 AM : Outperform Start Price: $9.52 SWM Score: +297.82

After adding this stock, I'm assured of going to hell in a handbasket.

The company, like Alliance One International (AOI) is in the tobacco business, but unlike AOI, Schweitzer-Mauduit International, Inc. makes the paper that is used to make the cigarette, which is 90% of the company's business.

The remaining 10% is reconstituted tobacco leaf used for cigarette fillers and fine stationary manufacturer.

I believe a reasonable value for the stock is in the $60-$65 range and have set my entry target at $32, a first sell target at $61, and a close target at $66.

The stock closed yesterday at $22.45 with first resistance at $26.52, second resistance at $26.55, and support at $18.03.

I realize that I'm taking a bit of a risk here, adding the stock at this time since the upside reward and the downside risk from a trading perspective are about the same at 18%.

But as any value investor will tell you, while it may hurt buying stocks as they fall, the pain subsides pretty quick when you're selling a stock that has reached it's estimated reasonable value.

At any rate, I'm going to start adding this one to my real world portfolio over time, and it will more than likely end up a 2% position.

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Member Avatar anthstaf56 (33.32) Submitted: 10/4/2006 4:40:23 AM : Outperform Start Price: $7.95 SWM Score: +367.50

colder winter then expected and at bottom. Perfect time to get in.

Results 1 - 11 of 11

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