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Packaging and Containers

Bemis Company, Inc. (NYSE: BMS) – FYE 12/2017 FAIRLY VALUED The stock is currently trading at levels in line with my most recent $50 fair value estimate. Please See Linked PDF Worksheet
Posted on 04/19/18


Greif, Inc.
I’m sure it’s just me, but it seems that the better economic decision would be to close operations in Venezuela and take the write-off instead of attempting to continue operations there. The country will be an economic black hole for many years to come. With y-o-y earnings up 16%, free cash flow up 8%, debt down 6%, and historic five year holds of the company’s stock producing, at least to my mind, poor results, I just have to wonder how much of difference the dollars wasted in Venezuela could have added to the company’s bottom line.

Greif, Inc. (NYSE: GEF) – FYE 10/2017 – FAIRLY VALUED – The stock is trading at levels in line with my current $58 fair value estimate – Please See Linked Worksheet
01/30/18


Owens-Illinois, Inc. (NYSE: OI) – FYE 12/2017 – SELL HALF – The stock is currently trading above my most recent $16 fair value estimate, but below my most recent $26 close target – Please See Linked Worksheet
Posted on 02/26/18

Packaging Corporation of America (NYSE: PKG) – FYE 12/2016 – MARKET PERFORM – The stock is fairly valued at current levels and is anticipated to perform in-line with the market S&P 500 over the next 12-18 months

Sealed Air Corporation (NYSE: SEE) – FYE 12/2016

Silgan Holdings, Inc. (Nasdaq: SLGN) – FYE 12/2016 – MARKET PERFORM – The stock is fairly valued at current levels and is anticipated to perform in-line with the market S&P 500 over the next 12-18 months

Tupperware Brands Corporation (NYSE: TUP) – FYE 12/2016

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.