Clearwater Paper Corporation

  • Following the Big Money Paper Trail

    By Robert Hanley - May 22, 2013 | Tickers: BKI, CLW, IP

    Despite the electronic foundation of the new economy, paper-based products still play a key supporting role in a wide variety of industries.  With the global economy back on an upward trajectory, the paper manufacturers are enjoying improved pricing for their products and better profitability.  Of course, the financial improvement has attracted the attention of value-seeking institutional investors with plenty of funds to put to work.  So, which companies are worth more »

  • Billionaire Dan Loeb Is Making Paper

    By Marshall Hargrave - May 11, 2013 | Tickers: CLW, IP, PKG | Editor's Choice

    International Paper (NYSE: IP) saw a slight pull back earlier this month after posting weaker than expected earnings. First-quarter EPS came in at $0.65, $0.09 below consensus estimates. This will likely disappoint one of International Paper's largest shareholders, Third Point Capital and the hedge fund founder billionaire Dan Loeb. Loeb made the case for owning International Paper in his most recent letter to his investors dated April more »

  • Money Really Does Grow on Trees

    By Ryan Guenette - May 9, 2013 | Tickers: CLW, UFS, IP, MWV, RKT

    The global leader in producing and distributing printing papers and packaging products, International Paper Company (NYSE: IP), reported first quarter financial results on May 2. Compared to the first quarter of 2012, earnings increased 69%, from $188 million ($0.43 per share) to $318 million ($0.71 per share), largely as a result of strong growth in the company’s industrial packaging segment.

    Despite this relatively strong performance, earnings per more »

  • This Multi-Billion Dollar Hedge Fund Loves Paper, Should We?

    By Marshall Hargrave - April 3, 2013 | Tickers: CLW, UFS, IP, GLT

    The multi-billion dollar hedge fund, Senator Investment Group, run by former York Capital Management employees, Douglas Silverman and Alexander Klabin, now own over 23 million International Paper (NYSE: IP) shares. This is a five-fold increase from the 4.18 million shares owned by the fund at the end of 2012, giving the company ownership of 5.2% of IP's shares. Senator had International Paper as its sixth largest holding more »

  • Corsair Capital Now Owns 5.6% of This Paper Company

    By Meena Krishnamsetty - April 3, 2013 | Tickers: CLW, UFS, IP, WPP

    A 13G filed with the SEC has reported that Corsair Capital Management, which is managed by Jay Petschek and Steven Major, owns 2.8 million shares of $530 million market cap paper products company Wausau Paper Corp. (NYSE: WPP). While the market capitalization is below $1 billion, on average about 240,000 shares are traded daily, and with a current stock price over $10.50 there is over $2 million more »

  • Is International Paper a Good Stock to Buy?

    By Meena Krishnamsetty - September 19, 2012 | Tickers: CLW, UFS, IP, MWV, SON

    International Paper Company (NYSE: IP) was hit by an analyst downgrade on September 17th, which has pulled the stock to “only” an 18% gain so far in the third quarter of 2012 (for the year it is up 14%). The $15 billion market cap company does just what it says on the tin: It produces and distributes paper and paperboard products globally.

    International Paper Company didn’t do that more »