Investopedia: Glatfelter Worth A Closer Look

Investors who are familiar with my writing know that I love companies that look like they should be just commodity companies, but actually have fairly interesting businesses under their roofs. Glatfelter (NYSE:GLT) is a good example - while this company still is largely a paper company, it has also worked hard to diversify and reinvest cash flow into higher-growth markets. Although the stock is not tremendously cheap today, it definitely merits a spot on investor watchlists. 

More Progress in the Fourth Quarter  

Glatfelter is covered by just one sell-side analyst (Mark Wilde at Deutsche Bank), so discussions of financial performance relative to expectations have to be taken with more than just a grain of salt. That said, revenue growth of over 4% was fairly solid relative to its addressable markets.

 

Read more here:
http://stocks.investopedia.com/stock-analysis/2012/Glatfelter-Worth-A-Closer-Look-GLT-PG-IP-UFS0210.aspx