PKG - Why You Should Own Packaging Corporation Of America

Despite both buy and sell-side volatility, I like the packaging, timber, paper and pulp industry. Several of my large allocations in Scandinavia produce and manufacture paper products, board, and pulp, and I'm always looking to add more quality names to the list should they become undervalued. The last one I wrote about was Metsä Board, in my article "Metsä Board - 7% Yield From Investing In The Finnish Forestry And Board Industry."

I own two non-European packaging/paper companies that deal with these products. One of them, the focus of today's article, is the

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