Updating WestRock Co., Mellanox Technologies Ltd., and Mitek Systems Inc.

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WESTROCK CO. $40 (New York symbol WRK; Manufacturing & Industry sector; Shares outstanding: 255.1 million; Market cap: $10.2 billion; Dividend yield: 4.5%; Takeover Target Rating: Medium; www.westrock.com) is a leading provider of packaging materials and systems. It operates through roughly 300 locations across North America, South America, Europe and Asia. WestRock was formed by the July 1, 2015, merger of Rock-Tenn Company and Mead-Westvaco Corporation. In May 2016, it spun off its specialty chemicals business as Ingevity Corp. (New York symbol NGVT). The company tends to spur its growth with acquisitions. Those includes its November 2018 purchase of Illinois-based KapStone Paper and Packaging Corp. for $4.9 billion. That firm makes specialty paper and containerboard, and corrugated boxes. The deal expands WestRock’s operations in the western U.S. It also includes KapStone’s mills. Those kind of facilities are costly to operate and maintain, and are increasingly scarce due to environmental concerns. WestRock is a buy for aggressive investors. MELLANOX TECHNOLOGIES LTD. $84 (Nasdaq symbol MLNX; Manufacturing & Industry sector; Shares outstanding:…