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  • A Non-Cyclical Paper Stock Selling At A Discount To Peers

    By Mark Lin - May 16, 2013 | Tickers: GPK, MWV, RKT

    Paper companies are perceived as cyclical, but that is not necessarily true for all of them. Graphic Packaging (NYSE: GPK), the largest folding carton manufacturer in the U.S, is one such exception. It sells mainly to customers in stable industry end markets such as food & beverage, and has various initiatives in place to mitigate the impact of input cost inflation. Graphic Packaging is attractively priced at a PEG 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 »

  • Billionaire Nelson Peltz Is Making Moves

    By Marshall Hargrave - March 22, 2013 | Tickers: FDO, IR, MWV, MDLZ, STT

    Billionaire Nelson Peltz runs the activist hedge fund Train Partners, a $5 billion hedge fund that is heavily concentrated in a select number of stocks. His latest "big win" came when fellow billionaire Warren Buffett announced that he was taking over H.J. Heinz, a stock that Train had a 5.4% stake in. Peltz's Train Partners made a few keys moves last quarter and also maintains big bets more »

  • Billionaire Nelson Peltz’s Stock Picks for 2013

    By Meena Krishnamsetty - February 18, 2013 | Tickers: FDO, IP, MWV, STT, WEN

    13F filings for the fourth quarter of 2012 are in, and we have been looking through them as part of our investing strategies and in order to provide information about what many notable investors, including billionaires and hedge fund managers, reported owning as of the end of December. Even though that was some time ago, we have found that it is possible for investors to profit from 13F filings; for 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 »

  • Worldwide Diaper and Tampon Demand Bolster U.S. Paper Manufacturers

    By Meryl Baer - September 20, 2012 | Tickers: BKI, IP, MWV

    Who thought the birth of Chinese and Indian babies, as well as infants born in overseas countries would eventually result in the resurgence of an American industry, the re-opening of a U.S. paper mill, and additional American jobs?

    Who could have projected years ago that the increase in demand for personal hygiene products, specifically diapers and tampons, in growing middle class populations around the world might result in a 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 »

  • Paper Industry Looks to Diversify

    By Edgar Ambart - March 3, 2012 | Tickers: IP, MWV, PKG, RKT

    If you were a fan of the TV show “The Office” like I was before Steve Carell decided to jump ship, then you must know a thing or two about paper companies.  In the series, mid-size paper company Dunder Mifflin is doing all it can to boost sales in a steadily declining market.  But ever wonder how a large name like International Paper Co. (NYSE: IP) is doing in a more »

  • 5 Reasons to Invest in International Paper

    By Arthur Pinkasovitch - February 24, 2012 | Tickers: BZ, IP, MWV, PKG, RKT

    Over the last year International Paper (NYSE: IP) appreciated by 21%; after factoring in its substantial 3.1% dividend and assuming reinvestment, investors who held the shares of the company realized a 25% return, outperforming the market by 20%. I came across International Paper while doing some research on Undervalued Dividends and although the overall business model is fairly boring, I became interested in doing some more digging into the more »