Clearwater Paper (CLW) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 2 calls on Clearwater Paper (CLW) from 2 tracked investors: 1 bullish, 0 bearish and 1 neutral. The most recent is bullish, posted by @leevalueroach on Oct 27, 2026 when CLW last closed at $19.22. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on CLW?
Consensus: bullish. Every current directional call on CLW points the same way (Lee Roach (@leevalueroach)). Kingdom Capital (@kingdomcapadv) takes a neutral or watch-only view, which is the closest thing to dissent here.
Every logged CLW call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 27, 2026 | Lee Roach (@leevalueroach) | Bullish (long) | $19.22 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 27, 2026 | Kingdom Capital (@kingdomcapadv) | Neutral / watch | $19.22 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for CLW
- Calls Clearwater Paper a fat pitch for an activist: no poison pill, all eight board seats up in 2027, weak say-on-pay support, and a sale at about $560/ton could fetch about $31/share. (Lee Roach (@leevalueroach), Oct 27, 2026; source)
The bear case for CLW
No tracked investor has a current bearish thesis on CLW.
Neutral and watch-list views
- After the post-earnings drop, mocks Clearwater Paper management on value creation and says the only M&A it should do is sell itself to realize about $50/share of book value. (Kingdom Capital (@kingdomcapadv), Oct 27, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @leevalueroach (Oct 27, 2026): "Clearwater Paper $CLW is a sitting duck for an aggressive activist."
- @kingdomcapadv (Oct 27, 2026): "Yeah the selling kind, lets realize that $50/share of book value"
Track records of the players calling CLW
| Player | Calls on CLW | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Kingdom Capital (@kingdomcapadv) | 1 | 4-14 | .222 | -17.3 | Ranked #11 (career) |
| Lee Roach (@leevalueroach) | 1 | 0-0 | - | - | No scored calls yet |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Clearwater Paper (CLW)?
As of November 5, 2026, @leevalueroach has logged bullish calls on CLW. Current bullish voices: @leevalueroach.
Who is bearish on CLW?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on CLW.
What is the consensus on CLW among tracked investors?
Current calls on CLW lean bullish; no tracked investor is on the other side right now.
What price was CLW at when these calls were made?
Prices at call ranged from $19.22 to $19.22. The most recent call was made when CLW last closed at $19.22. We use the last close known when each post went up.
How have past CLW calls performed?
No CLW call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on CLW?
Consensus: bullish. Every current directional call on CLW points the same way (Lee Roach (@leevalueroach)). Kingdom Capital (@kingdomcapadv) takes a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the CLW page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.