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

Orchids Paper Products A Paper Tiger, But In A Good Way

When I last wrote about Orchids Paper Products (NYSEMKT:TIS) in October, I expressed a lot of respect and admiration for this well-run paper products company, but thought the valuation was a bit steep. I'm not going to claim that I got that part right; the shares rose another 20% or so from where I wrote and it was only a sharp three-day drop in Orchids' stock that brought it back down again. I still do not believe that these shares are all that cheap, but it's hard not to like a company with a credible growth plan and a solid dividend.

Continuing To Outgrow A Fast-Growing Market

I don't have much to complain about when it comes to...

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