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Just a little insider heads up. 3 of the worlds largest paper processing plants are set to open in China during the second quarter of next year. This will create a very large demand for recycled paper. It is going to push the price of reclaimed paper through the roof for at least 6 months. The companies that are going to see the greatest benefit from it are International Paper and Temple Inland. Yes, I am aware of what is going on between these two companies. It doesn't matter. Whatever is left after the dust settles is a great play going into 2012.
Haulers such as WM, Republic and Allied will make enormous profits off of their recycling efforts during that 6 month period as well. But it won't be factored in until they report their earnings. So expect them to have an amazing 3rd and 4th quarter in 2012.
Just thought I would share with those that might want to look into it.
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"It is better to be hated for what you are than loved for what you are not."
-André Gide
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