No Change in Long-Term View for Schweitzer-Mauduit

A San Francisco presenter remains positive on Schweitzer-Mauduit'S (NYSE: SWM, $46.22) long-term prospects. The company lowered its 2010 guidance on today's earnings call, but the story is still intact. The thesis may take a bit longer to play out than originally envisioned, but SWM does have the dominant technology in the growing market.