Neenah Paper (NYSE:NP)

	Recent 52-week high
	30% Earnings Per Share (EPS) growth rate
	10% revenue growth year over year
	Strong balance sheet
	15% minimum return on equity (ROE)
	8% minimum pre-tax margins
	Under 50 million shares outstanding
	High insider ownership
	Limited institutional ownership
	P/E at least 1/2 of EPS growth rate

On 3/08/2012 we added NP to the GeoBargain list @ $29.38

 
Catalyst: A 52 week high play that had a GPR of 4.  The company made an acquistion of WAUSAU paper that was slated to add $100 million in revenue and allow NP an opportunity to gain new customers and begin cross selling many of their product offerings.

We are now removing NP from the GeoBargain List @ $26.80

Current road block: Although the company is setting record sales and profit figures, the company's GPR is now down 2 with tough comparisons for the foreseeable future after the upcoming fourth quarter.  Soft demand in the industry is another potential road block, demand is expected to decrease over the next 12 to 18 months, according to Moody's.

• Peak performance: Reached a high of  $31.66 on 03/19/2012 for a maiximum potential return of 8%
• Current Price: $26.80