Another China Gem: ONP

A first hand visit with Orient Paper

By Wall Street Media on MSN Money Apr 8, 2010 5:33PM

Written by Douglas Estadt


Orient Paper sells fine writing paper, corrugated paper for boxes (playing into our “selling picks and axes” them again) and they recently started production of paper for digital photographs. We are long China and one of our friends Dr. Eric Jackson, just visited China a couple weeks ago and met with the management team of ONP and came away very impressed with them and their prospects for continued growth, especially in their new area in digital photography paper.

Today Dr. Eric Jackson, of Ironfire Capital LLC, is sharing with us why it’s one of his top China picks.


  • Orient Paper has 2 plants, operating at three-shifts-a-day capacity, churning out its paper products.
  • Only three to five China-based companies are producing digital photography paper and ONP gets 30%-plus margins, versus its 20%-plus margins on its other businesses.
  • Zhenyong Liu, CEO, founded company in 1996 and still owns 35%. We like CEO /Founders and also high insider ownership.

For more with Dr. Eric Jackson, view the video below


To have some of your risk capital autotraded for you on Covestor Investment Management, see my model here.

Visit Wall Street Media. We feature exclusive insights from the world's leading transparent investors.



0Comments

DATA PROVIDERS

Copyright © 2014 Microsoft. All rights reserved.

Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

STOCK SCOUTER

StockScouter rates stocks from 1 to 10, with 10 being the best, using a system of advanced mathematics to determine a stock's expected risk and return. Ratings are displayed on a bell curve, meaning there will be fewer ratings of 1 and 10 and far more of 4 through 7.

123
123 rated 1
273
273 rated 2
482
482 rated 3
661
661 rated 4
635
635 rated 5
639
639 rated 6
619
619 rated 7
489
489 rated 8
277
277 rated 9
166
166 rated 10
12345678910

Top Picks

SYMBOLNAMERATING
AAPLAPPLE Inc10
ATVIACTIVISION BLIZZARD Inc10
BIDUBAIDU Inc10
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS10
LUVSOUTHWEST AIRLINES CO.10
More

VIDEO ON MSN MONEY

ABOUT

Top Stocks provides analysis about the most noteworthy stocks in the market each day, combining some of the best content from around the MSN Money site and the rest of the Web.

Contributors include professional investors and journalists affiliated with MSN Money.

Follow us on Twitter @topstocksmsn.