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...

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