This column was originally published on RealMoney on Oct. 14 at 8:55 a.m. EDT. It's being republished as a bonus for TheStreet.com readers.Paper doesn't sound like a very important commodity, but just try to live without it. From printouts of spreadsheets to magazines to toilet rolls, flattened-out sheets of tree pulp are heavily woven into our way of life. You would think that makers of such a key substance in modern life would be as appreciated by users and investors as the producers of energy, electricity and food, but it's just not so. Paper manufacturers are probably the worst-performing group in the entire stock market universe -- many are trading at five-year lows. Do you smell opportunity? In July, I presented the woeful case of International Paper ( IP) back when
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