Sabra Capital Partners, LLC holds a sizeable position in Cenveo (NYSE: CVO) and believes the shares will appreciate substantially during 2014 as investors gain an appreciation for Cenveo's stable business and strong organic deleveraging story. Cenveo is a diversified manufacturing company focused on print-related products. The company operates in three complementary reportable segments: envelope, print, and label and packaging through a global network of facilities, serving a diverse base of over 100,000 customers. No single customer accounted for over 3% of revenue in 2013 with Capital One (NYSE:COF) representing its largest customer. Cenveo's acquisition of its largest competitor in the envelope segment, National Envelope, out of bankruptcy in Sep 2013 promises to deliver substantial cost synergies as...
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