George Tsilis discusses Jinkosolar, the third largest manufacturer and distributor of solar modules globally headquartered in Shanghai, China. UBS upgrades JKS to neutral from sell. Next he explains Domtar, a paper products company that handles printed products such as catalog as well as medical paper products. Lastly he describes Resolute Forest Products, a pulp and packaging and paper products company. He says Resolute is showing improving margins and return on investment. George compares Resolute to Domtar graphically.
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