With the worst behind, time to get re-rated? 5 stocks from the paper industry for investors with appetite for logical risk

Even in industries that have been in deep trouble for a long time, there are some players who survive. How do they do it? By changing the way they operate in terms of management ability, by adding new products, or some other way. The paper industry has been facing multiple challenges. Now, after years of consolidation which saw many players exit, there are a few left and they have achieved scale. The numbers are reflecting this. The question is: When will the street look at them more kindly? Yes, you will keep hearing about dumping by China, and rising pulp prices. These are operational issues which companies have learnt to deal with.