Mark Yagalla
Gold, currencies, macro, commodities

Things Become A Little Clearer For Clearwater

Executive summary:

  • Investors should look for further gains in Clearwater Paper as margins continue to expand.
  • Clearwater continues to grab market share in the private label tissue market.
  • I see the company completing its $100 million share repurchase program this year and paying a dividend next year.
  • Shares remain cheaper than other paper companies trading at 13.7x earnings.


Watching the paper industry over the past few years has been exciting. One of the most notable players has been Clearwater Paper Corporation (NYSE:CLW). The move over the years has been impressive. With such an impressive move, the question becomes, what gets the stock even higher? What I know for sure is that the demand for the likes of...

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