This is an update to our long KapStone Paper and Packaging (KPPC) investment thesis, which we articulated on September 11, 2009 when the stock was trading for $7.66 per share.
We view the equity at $6.65 as an even better bargain than before. First, and most importantly, we believe fundamental downside risk is limited. The current [...]
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KapStone Paper: Adding to Our Position
Posted in Uncategorized on December 1, 2009 | Comments Off
