With fewer M&A opportunities, we think industry buyback activity will increase through 2017.
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.
The corporate bond market will probably struggle to return much above break-even in 2014.
It's time for the company to focus on packaging and shed the remaining noncore businesses.
The market seems smitten with the newfound pricing power in the industry, but it won't last.
The stocks mentioned in this article be holdings in the managed portfolios of Validea Capital Management, a separate asset management firm founded by Validea.com founder John Reese. Validea Capital Management, which an SEC registered investment advisory firm and a separate company from Validea.com, ...