These Companies Actually Print Money
By Sean Skinner:I originally was turned onto Fortress Paper (FTPLF.PK) by Zero Hedge, and decided it warranted further investigation.Fortress Paper is a ($265 M US) Canadian Company which operates in three different segments, Dissolving Pulp, Specialty Papers, and Security Paper Products.The Security Paper Products, according to company documents "produces banknote, passport, visa and other brand protection and security papers" and accounts for roughly 20% of revenue.The idea behind this trade is if there is a euro break up, many new currencies and bank notes will need to be printed.This trade has one major complication. Fortress is trying to sell the division. At the end of FY 2011, the company split out the results of the security segment for the first time. They have also sold the power generation facilities near the security paper plant.This leads to De La Rue (DELRF.PK), a British companyComplete Story »
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