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.
Continue to the full article here:
Ongoing Challenges Pressuring Glatfelter
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