We're confident that the firm can generate consistent economic profits over the next decade thanks to the low-cost production advantage in its legacy mills.
Lower commodity prices and a break-up of the European potash cartel have weighed on basic materials stocks year-to-date.
Week ending March 2: Stocks plunge on global macroeconomic risks.
The market seems smitten with the newfound pricing power in the industry, but it won't last.
Temple-Inland's commodity exposure concerns us.