Supremex Inc T.SXP

Supremex Q4

[Jambalaya54]

Who thinks that Supremex will meet or exceed their consensus EPS of 0.37 on Thursday? Their actual Q3 EPS beat was 0.32 versus a consensus of 0.18.and Q4 has historically been strong.

[mrmoribund]

They may or may not beat 37 cents but that's not the key issue. Paper, envelopes, boxes, these are cyclical areas and pricing will not favour the seller forever. Don't assume that the sellers of those two companies (recently bought by Supremex) were stupid. They probably saw the cycle turning against them. And that's why they sold for what may look to be (on the surface) very

[HermannHaller]

The stock is trading at only 6x PE, clearly no one expects ROE to stay at 30%. But even as ROE normalizes, the company will continue to generate cash, make acquisitions, and grow earnings. As is it trading at such a low multiple, any earnings growth could drive a re-rating of the stock higher.

[emiltech]

SXP should offer 43 $ cash for all shares of CCL. That is what can be reasonably offered based on market metrics for CCL and SXP shares.

[smartamateur]

my company is a customer of supremex, and on last quarter, we were told that there was a risk of shortage... and pricing of course was adjusted several times last year. There is actually a capacity issue on the canadian market.  add on top of this acquisition in november...  so yes i believe this will be a beat. Lots of headwinds for them right now. that being said: this company is

[smartamateur]

oops: tailwinds, not headwinds, sorry

[Undeniable]

They are also into packaging for mailing, from boxes to bubble wrap envelopes.

[Undeniable]

I believe this stock is going to go higher. It is undervalued and under covered by analysts. It is only a matter of time before it gets the coverage it deserves. It is priced low, bargain at this prices.