It's time for the company to focus on packaging and shed the remaining noncore businesses.
We expect to raise our fair value estimates but don't anticipate changing either company's no-moat rating following news of the deal.
Managers Ed Meigs and Giorgio Caputo apply First Eagle's conservative, wide-ranging framework to the income space.
Pharma dispensing systems and excellent management have brought success.
This well-run but relatively unknown packaging company deserves attention.
With fewer M&A opportunities, we think industry buyback activity will increase through 2017.