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.
With fewer M&A opportunities, we think industry buyback activity will increase through 2017.
The market seems smitten with the newfound pricing power in the industry, but it won't last.
Western Asset manager Ryan Brist expects a lot of risk in the corporates market in 2013-14, as banks pare risky lending practices and opportunities to enter or exit the bond market shrink.
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, ...