This segment is from Tuesday's edition of 'Digging for Value', in which sector analysts Joel South and Taylor Muckerman discuss energy & materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays & Thursdays. It can also be found on Twitter, along with our extended coverage of the energy & materials sectors @TMFEnergy.

Earnings are a great time to take advantage of investor's irrationality. In Motley Fool analyst Taylor Muckerman's mind, MeadWestvaco (MWV +0.00%) was sold off yesterday a bit aggressively. The company turned in a great quarter of 57% higher profits, although it did fall just shy of estimates. In his mind, the 9% drop must have to do with the companies decision to sell timberland in multiple states in the eastern United States to Plum Creek Timber (PCL +0.00%). For more on this company and some tailwinds that might exist based on statements from International Paper (IP +11.21%).