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Packaging Corp of America

  • 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 »

  • Hedge Fund Canyon Capital’s Top Stock Picks

    By Meena Krishnamsetty - January 2, 2013 | Tickers: BLC, CCO, DV, JACK, PKG

    Canyon Capital Advisors was founded in 1990 by Josh Friedman and Mitch Julis and has since grown to $19 billion in assets under management. Before co-founding Canyon, the two had worked together at Drexel Burnham Lambert; Friedman had worked in high yield and private placements following a stint at M&A at Goldman Sachs while Julis worked with distressed and special situation securities. Both are graduates of Harvard’s joint more »

  • Billionaire Jeffrey Vinik’s Top 5 Dividend Picks

    By Meena Krishnamsetty - December 7, 2012 | Tickers: CCJ, FL, IP, PKG, SKM

    Dividends are a key part of returns, and we have found five dividend-paying stocks that billionaire Jeffrey Vinik loves. In the mid-nineties, Vinik ran Fidelity’s Magellan Fund, returning 17% annually. Vinik left Fidelity to start Vinik Asset Management shortly thereafter, and following a few years of stellar returns, Vinik returned capital to investors in 2000. He now primarily manages just the assets of close friends and family (check out more »

  • Can You Make Paper with These Stocks?

    By Chad Henage - October 1, 2012 | Tickers: IP, PKG, SEE

    I know the title of this post is a bit corny, but honestly many investors completely ignore certain segments of the market because the type of industry isn't all that exciting. I can imagine even analysts of paper product stocks probably need a little bit of caffeine to make it through the companies presentations. However, what is not boring is finding a good value stock that pays a good dividend and has earnings growth. I recently ran a screen on The Motley Fool CAPS Screener looking for companies in the “consumer non-durable" segment. My thought process was, as the economy slowly recovers any company related to packaging and paper should see improved results. There were only a few companies that met my requirements, they were International Paper (NYSE: IP), Packaging Corp. of America (NYSE: PKG), and Sealed Air Corp. (NYSE: SEE).

  • Paper Money

    By AnnaLisa Kraft - September 1, 2012 | Tickers: IP, PKG, HSY

    Before the FDA, before the proliferation of local health inspectors and the USDA, grocery shopping at the general store was a dirty business…literally dirty. Your counterman would cut the meat then without wiping his hands grab you some pickles from the communal pickle barrel. Flies and other vermin feasted on unprotected staples like flour, sugar, and molasses. As for the rest of the food everybody had their hand in 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 »

  • 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 »