Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Waiting For Glatfelter To Cool Off

I'm generally a fan of "specialty" paper and fiber companies like Rock-Tenn (RKT), Packaging Corp (NYSE:PKG), and Glatfelter (NYSE:GLT), as these companies don't tend to be wildly popular with larger investment banks or the financial media and they can often give patient GARP-type investors good bang for the buck. On the other hand, we're not talking about companies that are developing the next blockbuster cancer drug or the next must-have consumer electronic gadget; overpaying for these companies can lead to painful losses as there often isn't nearly the same level of growth to bail out investors.

I am not particularly bullish on Glatfelter's stock right now, but it is due solely to valuation. While this company's...

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