DC Capital
Long/short equity, special situations, event-driven, arbitrage

Glatfelter's Had Quite The Run, What's Next?

It's been quite a ride for Glatfelter's (NYSE:GLT) patient shareholders'. This specialty paper producer was once an investment long sought for its stable dividend and profitable operations, and still is, however recently, its share price experienced serious growth. The growth many of its peers have seen at a far slower, more progressive rate. Glatfelter is now a superior firm in the industry as far as price appreciate goes. I initiated coverage on Glatfelter when it was only $14 per share. At the time, I was an advocate for its consistent dividend, and I was intrigued by management's loyalty to see this policy carry through. From a valuation standpoint, Glatfelter never traded at a steep P/E, and in my...

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