Okay, so cyclical business, stock prices down & insider buying. But, what's the case for paper mills? Why should these three companies (or the stock prices) should be successful in the next months/years? Since they're highly leveraged, their success will probably depend on the way interest rates will be going. What's the probability there?
Have u looked at CLW? Much better B/S so less of an interest rate play, yet its performed every bit as badly.
Okay, so cyclical business, stock prices down & insider buying. But, what's the case for paper mills? Why should these three companies (or the stock prices) should be successful in the next months/years? Since they're highly leveraged, their success will probably depend on the way interest rates will be going. What's the probability there?