International Paper Company

  • Here’s A Fundamental Metric That You Should Monitor

    By Brian Nichols - August 5, 2013 | Tickers: ITW, IP, NP, SWK

    Retail dividend investors often fall into the trap of only seeking stocks that pay high yields with regular rises in the quarterly dividend. However, investors must also consider if the dividend is sustainable in the event of macro issues; is the company leaving enough income to reinvest in growth; and if room exists to increase the yield even further. A good way to answer these questions is by comparing payout more »

  • Making Paper for Your Portfolio

    By Marshall Hargrave - August 2, 2013 | Tickers: IP, MWV, PKG

    International Paper (NYSE: IP) is one of those large-cap stocks you buy and put away for the long term. That is, until an activist investor gets involved. I like investing in stocks with catalysts, and as a result, I found International Paper compelling back in May, when Loeb laid out his thesis for IP.

    The company is the world's largest paper- and forest-products company, with the leading market share more »

  • Rock-Tenn Will Surprise You With Gains This Year

    By Hunter Orr - August 1, 2013 | Tickers: CLW, IP, RKT

    Rock-Tenn Company (NYSE: RKT) closed at $114.55 on Thursday, July 30, 2013.  Share price has almost doubled (99%) over the past one year.  Below I highlight what Rock-Tenn does really well, investing in their business and generating cash.  Couple that with the trends in the paper packaging and container industry as a whole and I make a compelling case for a higher stock price by year end.  

    Company summary 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 »

  • Who Knew Containerboard Was Such a Great Business?

    By Mark Yagalla - July 23, 2013 | Tickers: IP, PKG, RKT

    Containerboard is the brown box that packages are packed and shipped in. Over the last few years, the industry has consolidated and that lead to a decrease in the number of companies making containerboard. As a result, the industry has been able to increase prices as well as profits.

    The consolidation trend started in 2008 when International Paper (NYSE: IP) bought Weyerhauser's packaging business for $6 billion. Since then 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 »

  • Billionaire Activist Dan Loeb Adds to His Campaign

    By Marshall Hargrave - May 24, 2013 | Tickers: AIG, IP, TIF, VMED, YHOO

    Dan Loeb is the founder of the activist hedge fund, Third Point, with some $4 billion in assets under management. Loeb is known in the financial world for writing public letters focused on disapproval of company performance and management's conduct. Loeb's recent activist campaign was waged on Sony earlier this month, but outlined below are Loeb's latest moves for Third Point per his quarterly filing with more »

  • Following the Big Money Paper Trail

    By Robert Hanley - May 24, 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 »

  • Shareholders Are Getting Robbed by These Companies

    By Ted Cooper - May 9, 2013 | Tickers: IP, RFP, WY

    Commodity businesses are rarely wonderful, but some are downright terrible. Companies in the paper and packaging industry are net value destroyers, and shareholders should demand a full return of capital. Instead of doing this, though, companies like International Paper (NYSE: IP) continue to pour free cash flow back into money-losing businesses.

    Lately, companies like Resolute Forest Products (NYSE: RFP) and Weyerhaeuser (NYSE: WY) have become better stewards of shareholder capital more »

  • Is It Worth Investing in Paper?

    By Lior Cohen - April 23, 2013 | Tickers: HPQ, IP, XRX

    The recovery of Hewlett-Packard's (NYSE: HPQ) stock during the year made me think about paper and paper-related products as an investment. Is the paper industry profitable? I observed from watching the NBC hit show The Office that paper companies are suppose to lose money left and right; with the shift toward emails, paper has become superfluous in the office. Are paper-related products (printers, photo copiers, etc.) or paper worth more »

  • Three Gabelli Dividend Growth Picks

    By Reuben Brewer - April 22, 2013 | Tickers: BLK, IP, JNJ

    The Gabelli Dividend Growth Fund buys the types of stocks its name implies. Fund manager Barbara Marcin recently highlighted BlackRock (NYSE: BLK), International Paper (NYSE: IP), and Johnson & Johnson (NYSE: JNJ) as having good long-term prospects.

    Looking for Dividend Growth

    The fund seeks to find dividend paying companies that management believes will increase their dividends over time. To this end, companies that the market has punished for near-term events are more »

  • Market Moving Upgrades Worth Noting on Friday

    By Brian Nichols - April 15, 2013 | Tickers: HD, IP, RAD

    Stocks can be pushed higher or lower as analysts provide their outlooks. These calls are not enough to base an investment on, but should be considered as part of your research. Therefore, I am assessing a few of Friday’s top calls, and determining if each was a good call.

    Rite Aid (NYSE: RAD)

    After a huge post-earnings pop on Thursday, shares of Rite Aid traded higher by another 5 more »

  • Dan Loeb’s Third Point Likes Japan, Gives 2 Stock Picks

    By Sam Mattera - April 15, 2013 | Tickers: IP, EWJ, LBTYK

    Dan Loeb runs Third Point LLC, one of the most well-renowned activist hedge funds. With roughly $11.7 billion under management, Third Point is one fund investors should pay attention to.

    The fund released its quarterly letter to investors last Wednesday. In particular, the letter touches on Third Point’s investments in Japan, International Paper (NYSE: IP) and Liberty Global (NASDAQ: LBTYA).

    Third Point likes Japan due to monetary policy 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 »

  • Buy This High-End Paper Company at Low-End Valuations

    By Mark Lin - April 2, 2013 | Tickers: BZ, IP, NP

    The market is valuing premium paper company Neenah Paper (NYSE: NP) at the same level as other packaging and paper-products companies with lower margins and ROAs.

    With an ROA of 6%, double that of its paper-products peers, Neenah Paper is significantly undervalued with a forward P/E of 11 and an EV/EBITDA ratio of seven. In addition, it has delivered increasing margins and positive free cash flow for the more »

  • Billionaire David Tepper Thinks Stocks Can Gain 20% in 2013—Here’s How to Play It

    By Meena Krishnamsetty - March 20, 2013 | Tickers: ESV, FCX, IP, M, MET

    Billionaire hedge fund manager David Tepper runs Appaloosa Management, the $15-billion multi-strategy hedge fund. CNBC reports that Tepper is currently “extremely bullish” on the U.S. stock market and predicts the S&P 500 may rise “20% or more by the end of this year.”

    Tepper is also particularly bullish about Apple; last quarter, he raised Appaloosa’s stake in the tech giant significantly, making it his hedge fund’s more »

  • Can These Companies Package up Tidy E-tail Profits?

    By John-Erik Koslosky - March 18, 2013 | Tickers: BMS, FDX, IP, SEE, UPS

    E-commerce sales were up by 15% in 2012, a year with overall GDP growth of under 2%. What's more, year-over-year growth in online commerce has been in the double digits in each quarter since mid-2010, according to comScore. And that trend looks to be accelerating out of the recession.

    This is the third in a series of posts that takes a look at opportunities in the growing e-tail trend more »

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