Tal Davidson
Long only, deep value, contrarian, small-cap

Tredegar: A Tale Of Two Companies Trading Under A Single Ticker

Throughout my investing life, I have discovered that companies experiencing short term problems, yet favorable long term trends, and their management is honest and committed, urn out to be lucrative investment opportunities. These opportunities do not reveal themselves often, and cannot be discovered through screening. One has to manually skim through many 10-Ks and conference call transcripts, in order to discover these opportunities. One of such companies is Tredegar (NYSE:TG). While possessing the traits listed above, I am still not fully happy with its valuation, hence putting it on my watchlist, awaiting a better price before I take action.

The Business

Tredegar is a tale of two companies, trading under a single ticker. The largest of those "companies"...

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