POP is a good sompany with a solid reputation. And although its BOD has cut costs everywhere but on itself (retainer fees, stipends and stock options), the company deserves a more active board than this.
You are right about the tariff's affect on POP's bottomline. However, the company can do little about it but push for new negoiations. Everytime it is so much as rumored there MIGHT be a new round of talks this stock jumps significantly. Throw in a pulp price increase and its a quick double. Luck to all longs.