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Suzano Papel e Celulose S.A. American Depositary Shares
We sold Suzano at recent highs at the Value Lab, where a couple of principled thoughts made us think that the good times might be coming to a temporary end.
Everything runs in cycles, especially cyclicals, and with pulp prices maintaining and even moving ahead of highs, we worry that economic woes may be the incidence for reversal.
Suzano remains a good opportunity, with deleveraging coming along nicely, and with a great margin of safety, but earning almost 30% on any cyclical at cycle highs should be prioritised.