When I last wrote on Glatfelter (GLT),
I liked the company but wasn't eager to jump into the stock at that
price. With the shares up only about 2% since then, the relative
valuation is quite a bit more interesting today. I do have some concerns
about the company's input costs and the historical ROICs and book value
growth, but the company stacks up well within the paper segment and I
believe management's ability to move the company with the times will
serve investors well over time.
Read more here:
Glatfelter Rolls With The Punches And Changes With The Times
No comments:
Post a Comment