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

Ongoing Challenges Pressuring Glatfelter

P.H. Glatfelter (NYSE:GLT) is one of those "toil in obscurity" companies that can put together good multiyear runs on the back of a perpetual willingness to restructure operations away from commoditzed products and toward value-added market opportunities that can support high single-digit returns on invested capital. While the market isn't ultimately going to care much (if at all) that Glatfelter's recent issues weren't entirely within management's control, this looks like a reasonable opportunity to acquire shares of a solid company in a largely overlooked sector.

Missing Again In Q2

With second quarter results, Glatfelter logged its fourth straight quarter of earnings per share below sell-side expectations and its third straight revenue miss. The market has not responded particularly...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details