Word: sappi
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...NATURAL RESOURCES The price of metals and other raw materials is rising. Bernard Horn, manager of the Polaris Global Value fund, is overweighting resource-rich South Africa and buying the stocks of materials companies around the globe like paper firms Sappi in South Africa (ADR up 18% in the past 12 months) and Svenska Cellulosa, or SCA, in Sweden (ADR up 8%). Other countries rich in natural resources and poised for outsize benefit are Australia and Canada...
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