When I last wrote on Glatfelter (NYSE:GLT), I liked the company but wasn't eager to jump into the stock at that price. With the shares up only about 2% since then, the relative valuation is quite a bit more interesting today. I do have some concerns about the company's input costs and the historical ROICs and book value growth, but the company stacks up well within the paper segment and I believe management's ability to move the company with the times will serve investors well over time.
Operating Issues Impacting Results
Glatfelter hasn't had the best experience of late in terms of its plant operations. A fire damaged a mill in Canada back in August of 2013 and...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|