Domtar Corp. (USA)

  • Reaching for the Summit on Iron Mountain

    By Kells Hetherington - August 27, 2013 | Tickers: DLR, UFS, DFT, IRM, WY

    <img src="http://g.foolcdn.com/editorial/images/68058/ironmountain_large.png" width="240" />

    Investors' long ascent up Iron Mountain (NYSE: IRM) was stymied by the IRS, which issued a "tentatively adverse" ruling in response to the company’s planned conversion to a Real Estate Investment Trust (REIT).  The day the IRS news was made public, shares of IRM plunged 16%.  However, the pending IRS decision on Iron Mountain is a paradox from which investors are set to profit.


    Iron Mountain stores paper documents more »

  • Pile Up Your Portfolio with These Paper Companies

    By Shweta Dubey - July 29, 2013 | Tickers: UFS, IP, KS

    Over the past century, paper and paper products has become the most globalized commodity. Global demand for paper products is expected to reach 453 million metric tons by 2015. Let’s find out the long-term strategies adopted by these companies to meet increasing demands and generate higher revenues.

    Improving U.S. housing market will drive in revenue

    On July 18, 2013, KapStone (NYSE: KS) completed the acquisition of Longview for more »

  • A Good Investment Opportunity in the Pulp & Paper Industry

    By Anh HOANG - July 4, 2013 | Tickers: UFS, IP, MWV

    I like to screen for stocks which have experienced significant fall on the market in the past half a year. The fall of the share price makes investment costs lower, enhancing investors’ returns in the future as long as the business and its assets remains intact. Domtar Corp (NYSE: UFS) has decreased by nearly 18.5% since the beginning of the year, underperforming the S&P 500’s gain of more »

  • 5 Stocks Boosting Dividends by 20% or More

    By Meena Krishnamsetty - May 28, 2013 | Tickers: ARG, UFS, IVZ, LAZ, RGR

    According to S&P Dow Jones Indices data, some 935 companies boosted their dividend payouts in the first four months of 2013, 32% more than in the same quarter a year earlier. The tally for the first four months of this year was also the highest in at least a decade. This is a result of strong corporate cash flow generation that is allowing companies to return increasing amounts of 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 »

  • Hedge Fund Blue Mountain Capital’s Top Stock Picks for 2013

    By Meena Krishnamsetty - February 4, 2013 | Tickers: AIG, UFS, HBI, NWSA

    Within several weeks after the close of a quarter, hedge funds and other major investors are required to issue 13F filings which are then made public. These filings disclose many of a fund’s long equity positions. One application of these filings is to pool them and use them to develop trading strategies. For example, in our August newsletter we listed the most popular small cap stocks among hedge funds more »

  • International Paper: Will the Increased Market Share Boost Profitability?

    By Matthew Frankel - January 25, 2013 | Tickers: UFS, IP, MWV

    The world’s largest paper products company, International Paper (NYSE: IP), has taken measures to restructure its operations and add to its market share.  As a result, patient investors have been rewarded nicely, with the stock price currently around $42, a far cry from the 2009 low of $3.93.  However, the market has a lot of questions about the company’s future profitability, mostly as a result of the more »

  • Dividends and Stock Buybacks: 5 Buy-Rated Stocks with the Highest Combined Yield and Accretion

    By Meena Krishnamsetty - January 16, 2013 | Tickers: AIZ, CCE, UFS, VR, WYN

    In a recent note to clients, Goldman Sachs’ analyst Robert D. Boroujerdi presented 23 buy-rated dividend stocks from various sectors that aim to increase shareholder value through a capital deployment strategy focused on a combination of dividends and share repurchases. All selected picks have sustainable payouts and look more attractive than bonds. The entire list of the featured stocks can be found here, courtesy of Business Insider. Below is a more »

  • The Future Contains Lots of Pulp

    By Maxxwell A.R. Chatsko - November 29, 2012 | Tickers: UFS, ECL, IBM, IP, LMT | Editor's Choice

    “Ben, just one word. Are you listening? Plastics.”

                                                                                        -Mr. McGuire in The Graduate (1967)

    The infamous movie quote came after Ben was asked what he planned to do with his future. He wasn’t very upbeat about the lack of direction in his life, but you should have a much clearer investment strategy. And it should probably include the next game-changing, world-transforming material: nanocrystalline cellulose (NCC).

    What?

    Yes, NCC should more »

  • Should Investors Buy This Little-Known Paper Company?

    By Meena Krishnamsetty - October 29, 2012 | Tickers: UFS, IP, RFP, SON, FBR

    Francis Chou is one of the most renowned value investors of our time. The manager of Chou Associates Management was named Morningstar's Fund Manager of the Decade in 2004, an award who's alumnus include Bill Gross and Bruce Berkowitz. Chou currently managers a modestly sized 13F portfolio of close to $375 million in US equities, and has a penchant for financials, technology, and services companies, choosing to allocate more »

  • Canada's Warren Buffett Prem Watsa Really Likes This Stock

    By Meena Krishnamsetty - October 23, 2012 | Tickers: UFS, IP, RFP, SON, WY

    At the end of June, Prem Watsa’s Fairfax Financial Holdings reported 18.5 million shares of Resolute Forest Products (NYSE: RFP) in its 13F portfolio. This new holding was also the third largest position that Fairfax reported in the filing (find more top stocks from Fairfax Financial Holdings). Resolute Forest Products sells paper products that are used in printed material, including newsprint and coated papers such as is found more »

  • Canada's Warren Buffett Buys More of This Paper Company

    By Meena Krishnamsetty - October 5, 2012 | Tickers: UFS, IP, RFP, WY

    Prem Watsa, manager of Fairfax Financial Holdings, has been called “the Warren Buffett of Canada” for his value investing prowess (Fairfax’s book value has increased at about 25% per year since 1985) and for sharing ownership of several stocks with Berkshire Hathaway. At the end of June, Fairfax had owned 18.5 million shares of paper company Resolute Forest Products (NYSE: RFP), a Canadian player in the industry with 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 »

  • A Good Buy for Both Near and Long Term

    By Ashish Sharma - August 15, 2012 | Tickers: UFS, IP, PKG, SON, WPP

    International Paper (NYSE: IP) is the largest global producer of paper products. Containerboard (Industrial Packaging) and Printing & Writing Papers are the two most important businesses for International Papers, contributing ~75% of earnings. Last month, International Paper reported normalized EPS of $0.46 in 2Q12 in-line with the consensus estimate of $0.46. Adjusted operating profit was up 32% quarter over quarter for Industrial Packaging but significantly down for Printing Papers more »

  • Is Domtar a Good Stock to Buy?

    By Meena Krishnamsetty - August 13, 2012 | Tickers: UFS, IP, RFP, SON

    Paper company Domtar Corp. (NYSE: UFS) is down about 13% so far in 2012 and up very slightly over the past year, underperforming a rising S&P 500. The underperformance this year has been driven by quarterly reports which showed earnings growth compared to the same quarters in 2011 but failed to meet analyst expectations. Domtar’s three verticals in papermaking are pulp and paper (which offers a variety of more »

  • Who Says Money Doesn't Grow on Trees?

    By Maxxwell A.R. Chatsko - May 30, 2012 | Tickers: UFS, IP, RFP | Editor's Choice

    It may never occur to you to invest in a paper company. There is probably a good chance you never looked at a paper product and wondered how it was made or where it came from. That’s because it is so seamlessly integrated into every aspect of everyday life, from paper towel rolls to parking tickets. That of course makes it a good candidate for a steady investment.

    Let more »