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

Neenah Paper's Specialty Focus Sets It Apart

If you're going to thrive in the paper and paper-related products industry, you need to find a way to set yourself apart. Low-cost production is one option, but Neenah Paper (NYSE:NP) follows a strategy broadly similar to Glatfelter (NYSE:GLT) - focus on specialty niches where customers will pay a premium and where it is possible to carve out market share on factors related to performance and not price. That strategy has already done a lot of good for the stock's valuation and though these shares aren't exactly cheap, the company's focus on growth markets and share, market, and product expansion give it above-average odds of future outperformance.

Focusing On The Fine Print

To a very large...

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