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We have talked in this column in the past about turmoil in society reflected in the pulp and paper industry. Turmoil today seems to be worse than we have seen in a long time. From environmental activism to war to inflation to threats of hacking to evaporating world markets, the pulp and paper industry is being hit on many sides with existential threats. This is where solid managers shine, finding ways to take advantage of the conditions on one hand while playing defense with the other.

The PM40 closed Friday, 29 April 2022, at 4473.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

The PM40 closed 29 April 2022 up 3.3% from the 30 April 2021 level.

In this issue of Disconnected Comparisons, we evaluate Amcor and Louisiana Pacific.

Reported insider trading since the last issue of PaperMoney.

The PM40 closed Thursday, 14 April 2022, at 4371.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

The PM40 closed 14 April 2022 down 0.4% from the 16 April 2021 level.

In this issue of Disconnected Comparisons, we evaluate International Paper and Avery Dennison.

Ladies and gentlemen, the first class of inductees to the Paper Industry International Hall of Fame in Appleton, Wisconsin was inducted more than two decades ago in 1995, and today, close to 150 papermaking innovators and legends have been enshrined. This month, we profile Henry J. Rogers, John S. Van Nortwick and William M. Van Nortwick - Hearthstone Joint Induction, who were inducted into the Hall of Fame in 2020.

Reported insider trading since the last issue of PaperMoney.

As I have said many times before, the pulp and paper industry is a place of constant change (I suspect other industries and businesses are, too, I just happen to know this one). Just look at what has happened so far this year....

The PM40 closed Friday, 1 April 2022, at 4400.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

The PM40 closed 1 April 2022 up 5% from the 1 April 2021 level.

In this issue of Disconnected Comparisons, we evaluate Greif and Stora Enso.

Reported insider trading since the last issue of PaperMoney.

Ladies and gentlemen, the first class of inductees to the Paper Industry International Hall of Fame in Appleton, Wisconsin was inducted more than two decades ago in 1995, and today, close to 150 papermaking innovators and legends have been enshrined. This month, we profile David Appel, who was inducted into the Hall of Fame in 2020.

The PM40 closed Friday, 11 March 2022, at 4220.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

The PM40 closed 11 March 2022 up 10.9% from the 12 March 2021 level.

In this issue of Disconnected Comparisons, we evaluate Rayonier and Weyerhaeuser.

Reported insider trading since the last issue of PaperMoney.

Well, it wasn't really all that sudden if you are a student of history or have lived long enough.

The PM40 closed Friday, 25 February 2022, at 4290.

Get the latest PM40 updates by listening to the weekly Nips show and the PM40 Daily Show on Pulp & Paper Radio International.

The PM40 closed 25 February 2022 up 6.2% from the 25 February 2021 level.

In this issue of Disconnected Comparisons, we evaluate Quad and Veritiv.

Reported insider trading since the last issue of PaperMoney.