Feedback on The Perfect Storm

It would be shocking (and welcomed) if Cerberus ending up as a long-term player in the paper business because papermaking is a highly capitalized business that requires constant reinvestment of hundreds of millions of dollars - they have very deep pockets. However history has shown that these types of companies tend to buy low and sell high meaning that as soon as they can make a profit they will take the company public, profit handsomely if they can, and leave this industry without having made any substantial capital investment. As NewPage has continued a strategy of buying assets of U.S. competitors it has shown the tendency to reduce supply to prop up prices. Their attempt to stop Asian mills from sending unprinted paper to the U.S. is one more step in reducing supply to prop up sagging demand and pricing.