Date updated:03-31-2007
"It is hard to find truly out-of-favor assets in the stock, bond, commodity and real-estate markets, because a rising tide of liquidity has swelled values everywhere in recent years. Newsprint, however, is a notable exception, and shares of the two leading North American newsprint producers -- Abitibi-Consolidated and Bowater -- are among the most unloved investments around...Those with a little love to spare might be surprised by the bull case for both stocks. As in many depressed industries, it involves consolidation, as well as growing foreign demand. On Jan. 29, the two companies announced merger plans, which, if approved by shareholders and antitrust regulators, will create the third-largest public forest-products company in North America."
From Barron's 4/2/07

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ABY
Aktiebolaget Sven - $6.50
- -4.41%
- $7.20
From Barron's 4/2/07 "Newsprint demand actually grew 1% globally last year, despite a 7% drop in North America. Loosening press restrictions and rising wealth are fueling the newspaper boom abroad. The Internet may be the bane of U.S. newspaper publishers, but it is less of a threat in the developing world."

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BOW
Bow - $0.00
- N/A
- $N/A
From Barron's 4/2/07 "There's a growing middle class in the developing world that can't afford Internet access at home," says Chip Dillon, forest-products analyst at Citigroup Investment Research. He notes that in China, a middle-class family earning $3,000 a year can afford newspapers but not an Internet connection. Dillon thinks global newsprint demand could rise at a rate of 2% a year by 2008."
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A. Samething happened with HAL about a yr
ago.
A. The only one I own : SLX,
too hard pick a winner out all of them
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04/05/2007 03:11 AM CDT Asked by mock portfolio
""It is hard to find truly out-of-favor assets in the stock, bond, commodity and real-estate markets, because a rising tide of liquidity has swelled values everywhere in recent years. Newsprint, however, is a notable exception, and shares of the two leading North American newsprint producers -- Abitibi-Consolidated and Bowater -- are among the most unloved investments around..."
... so, are these the "risk free assets" we've been searching for (the one thing unaffected by excess savings being pumped back into the financial system)