Group 1 - Clearwater Paper was initially rated neutral due to a lack of catalysts, limited growth, and high maintenance CAPEX, but was upgraded to Buy in early July 2025, which was considered an ill-timed call as Q2 results were not favorable [1] - The article emphasizes the importance of fundamental, income-oriented, long-term analysis conducted by buy-side hedge professionals across various sectors in developed markets [1] Group 2 - There is no indication of any stock, option, or similar derivative positions held by the analyst in the companies mentioned, nor any plans to initiate such positions in the near future [2] - The article expresses the author's personal opinions and does not involve any compensation from the companies discussed, aside from Seeking Alpha [2]
Clearwater Paper: Reiterating Buy Despite A Soft Q3 Guide