Michael Underhill
KapStone Paper and Packaging
KS-N
PAST TOP PICK
Jul 02, 2014
(A Top Pick Sept 17/13. Up 42.01%.) These are the type of stocks that will continue to ride for the 2nd half of the year. Has free cash flow generation. Focused on acquisitions. Has at least another 25%-30% upside.
Looking at the assets they have in their balance sheet, it is all about pricing power. The ability to take the commodity price increase and pass it on in the form of price hikes to its customers. He is going to hold this one for several years to come.
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(A Top Pick Sept 17/13. Up 42.01%.) These are the type of stocks that will continue to ride for the 2nd half of the year. Has free cash flow generation. Focused on acquisitions. Has at least another 25%-30% upside.