Seal Up These Three Packaging Stocks - Barron's

A recent drop in the dollar has seen foreign producers opening U.S. factories at "near record pace." Barron's magazine says a somewhat unexpected result is a serious shortage in boxes and containers.<!--more-->

Shares of packaging stocks have not fared well in recent months due to burgeoning raw-material costs and more-expensive transportation. Now it seems the industry has already or will soon turn the corner -- prices are beginning to rise. Box companies also produce 36% of their sales overseas, making them a source of diversification in the event of an extended domestic slowdown.