In that case, Delafield has just the right stocks: Harsco, Crane, PolyOne, Idex and Sonoco.

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The Honor Roll is dominated by funds that specialize in small, boring companies, like Sonoco and Idex.

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Analysts generally think investors should stand pat on Sonoco Products, with nine of 12 analysts rating it hold.

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Xtra (container leasing), Gtech (lottery management) and Sonoco Products (paper products) aren't suitable for a huge fund's concentrated bets.

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Sonoco Products Co. shares are currently trading off about 0.8% on the day.

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On average analysts thought Sonoco would pull in 60 cents per share in the fourth quarter, and the company previously expected between 60 and 64 cents.

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Back on July 29, Sonoco Products Co.

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Sonoco Products seems to have caught investors going the wrong way on Friday: many apparently thought it would offer positive news in an investor presentation, but instead it reduced its outlook and announced plant closures and job cuts.

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The packaging company's units that serve industrial markets are seeing a much larger than expected decline in volume and profitability as a result of the significantly slowing global economy, according to CharlesHupferCharles Hupfer, the Sonoco chief financial officer.

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But other industry stocks also showed significant gains with KapStone Paper and Packaging (KS), PF Glatfelter (GLT), Domtar (UFS), Neenah Paper (NP), Clearwater Paper (CLW) and Sonoco Products (SON) gaining 6.2%, 5.6%, 4.2%, 4.4%, 3.3% and 3.2%, respectively, during the same two-day period.

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