Has been a top pick before, but has had its ups and downs. Now, they have a good balance of companies they're invested in. Can payout their payout even in a downturn, and they payout is much lower around a payout ratio of 65%. They have been investing in common stock of some companies, which has worked, and they could be investing for third parties. Pays a tremendous yield of 7%. This trades around book value and cash flows are stable that will grow. So, he'd like to see the yield decline over time.
(Analysts’ price target is $21.00)
They've been hit by a lot of input costs, which may be easing now. It's hard to raise prices on tissue paper and costs have been rising on recycled fibre. Their new container board factory will operate soon. CAS is selling at the low end of its range historically. But be patient until the stock price doubles or even triples.
(Analysts’ price target is $9.83)