Resolute Forest Products Inc.

  • Value Investor Francis Chou’s Top Picks

    By Meena Krishnamsetty - July 15, 2013 | Tickers: ACT, DELL, RFP, SHLD

    Francis Chou, of Chou Associates Management, was recognized by Morningstar with the Fund Manager of the Decade award in 2004. We track his quarterly 13F filings alongside those of hundreds of hedge funds and other notable investors as part of our work developing investment strategies (for example, we’ve found that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 more »

  • Investors: Who Do You Believe?

    By Michael Ugulini - July 1, 2013 | Tickers: PCH, RFP, WY

    As an investor, if there is ever a time for engaging in even more diligent “due diligence,” that time is now. There’s a lot of hot air blowing around, and it isn’t just because summer’s arrived. The current investment climate is rife with hype, bold (and maybe even some unfounded prognostications), and contradictory views that can confuse investors.  

    I’m looking at the lumber, forest products, and more »

  • The Effects of an Improving Housing Market

    By Robinson Roacho - June 17, 2013 | Tickers: RYN, RFP, WY

    The housing market has been improving recently. The low interest rates set by the Fed to stimulate the economy and the declining unemployment rate have positively influenced the housing market. The demand for new homes is strong. According to several construction companies, there was a rise in new homes orders in the first quarter of 2013.

    Houses in the United States are mainly built from wood. Further, S&P expects more »

  • What’s the "Warren Buffett of Canada" up to Now?

    By Meena Krishnamsetty - May 31, 2013 | Tickers: BBRY, JNJ, LVLT, RFP, SD

    Each quarter, hedge funds, such as Prem Watsa’s Fairfax Financial Holdings, file 13F forms with the SEC. These 13F forms disclose many of the positions held in the funds’ equity portfolio during the quarter. Prem Watsa is one of the managers we track at Insider Monkey, and he’s been described as the "Warren Buffett of Canada." His fund has returned around 100% since 2007.

    We will now take 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 »

  • Contrarian Capital’s Best Contrarian Investments

    By Meena Krishnamsetty - May 7, 2013 | Tickers: BAC, CHTR, LYB, NRG, RFP

    As the name implies, Contrarian Capital invests in distressed securities. The fund is managed by Jon Bauer, who started the Distressed Securities Group at Oppenheimer & Co and currently has over $3 billion in total assets under management. Bauer has a smaller equity-only 13F portfolio, but it’s worth watching regardless. Clearly not every stock in this mini-portfolio is what we would consider “distressed,” but there are securities that have recently more »

  • It’s Time You Start Paying Attention to This Hedge Fund

    By Meena Krishnamsetty - April 4, 2013 | Tickers: ANR, LVLT, RFP

    It always seems like the Buffetts and Einhorns of the hedge fund world capture the lion's share of media attention. However, there is an abundance of high-quality fund managers on Insider Monkey’s radar screen. One such manager is Michael Johnston of Steelhead Partners. Johnston's $1.3 billion fund primarily divides its holdings between the technology and basic materials sectors.

    His equity portfolio isn’t gigantic by any more »

  • It’s Time You Should Start Paying Attention to This Hedge Fund

    By Meena Krishnamsetty - April 3, 2013 | Tickers: ANR, LVLT, RFP

    It always seems like the Buffetts and Einhorns of the hedge fund world capture the lion's share of media attention. However, there is an abundance of high-quality fund managers on Insider Monkey’s radar screen. One such manager is Michael Johnston of Steelhead Partners. Johnston's $1.3 billion fund primarily divides its holdings between the technology and basic materials sectors.

    His equity portfolio isn’t gigantic by any more »

  • New Stock Purchases in Tom Gayner’s $2.4 Billion Fund

    By Meena Krishnamsetty - March 19, 2013 | Tickers: AHGP, ACI, BG, LMCA, RFP, STRZA

    Markel Gayner Asset Management is the investment division subsidiary of Markel Corp. and is headed up by Tom Gayner, who also spends his time as the CIO of Markel. The fund is directed by the SEC to release its holdings every quarter in a document known as a 13F filing. We look forward to the release of these filings, as we use them to create proprietary, retail-friendly strategies that have more »

  • Canada's Warren Buffett Loves This Stock

    By Mike Thiessen - February 5, 2013 | Tickers: IP, RFP, WY

    Resolute Forest Products (NYSE: RFP) is a global forest products company.  The stock trades around $14.00 and emerged from bankruptcy at the end of 2010.  High levels of debt in a period of weak demand in paper and forest products pushed RFP into bankruptcy protection.  Since emerging, housing and print media demand in North America has stabilized, but at lower levels.  RFP has caught the attention of Prem Watsa more »

  • Betting on This Forest Product Stock Along With Prem Watsa

    By Anh HOANG - December 21, 2012 | Tickers: IP, RFP, SON, WY

    The “Canadian Warren Buffett” Prem Watsa just recently added Resolute Forest Products (NYSE: RFP) to own nearly 19.9 million shares in this global forest products company. As of September, Resolute Forest ranked the fourth biggest positions, accounting for 13.3% of Prem Watsa’s investment portfolio. What is it in the company that Prem Watsa likes so much? 

    Business snapshot

    Resolute Forest Products, previously known as AbitibiBowater Inc, with more »

  • Resolute Forest Products Passes Value Investing Criteria

    By Marivic Cabural - December 18, 2012 | Tickers: FRFHF.PK, RFP

    Prem Watsa, chairman and CEO of Fairfax Financial Holdings Limited (NASDAQOTH: FRFHF), increased his stake in Resolute Forest Products (NYSE: RFP) to more than 23.8 million shares, based on his latest 13D filing with the Securities and Exchange Commission (SEC).

    Fairfax Financial Holdings initially acquired more than 18.4 million shares of Resolute Forest Products during the second quarter of 2012. Watsa boosted his interest in the company by more »

  • Hedge Funds Are Buying These Stocks

    By Meena Krishnamsetty - December 12, 2012 | Tickers: DLTR, NXST, RFP, UTIW, VRSN

    We like to track 13D and 13G filings from hedge funds because, while they only discuss how a fund or other notable investor is trading one stock, they are generally very recent and complement quarterly 13F filings very well. Investors cannot buy every stock that fund managers report buying, but reviewing recent buys might be useful in generating ideas or just seeing what hedge funds think about the markets. Here more »

  • What is “Buffett of the North” Prem Watsa Investing in Now?

    By Meena Krishnamsetty - November 28, 2012 | Tickers: BBRY, JNJ, RFP, USB, WFC

    Fairfax Financial recently filed its 3Q 13F with the SEC, which reveals the holdings of hedge funds and other notable investors. Prem Watsa is the founder of Fairfax and also holds an MBA from the University of Western Ontario. Fairfax has managed to increase its book value almost 25% annually since 1985. In Fairfax’s recent 13F filing, Watsa showed a broad interest in various industries, while one major theme 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 »

  • Hedge Funds Bought These Stocks Recently

    By Meena Krishnamsetty - October 23, 2012 | Tickers: PHH, PXP, RFP, SODA, TRIP

    We like to track hedge fund activity and use the stocks that funds and other notable investors are buying as a screen for potential stock picks. When these market players take (or change) a large position, they must file a 13D or 13G with the SEC, which allows us to see their trade within a few days of completing it. Here are five stocks that hedge funds have been buying 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 »

  • A Small Sampling of Good Corporate Deeds

    By Brian Hill - August 28, 2012 | Tickers: CMS, FE, NSRGY, RFP

    Just as when a company misplaces its moral compass it deserves to be chastised in the media, companies that go out of their way to help consumers, the community or the environment deserve recognition for their efforts and high praise. In my view, over the long run these good corporate eggs far outnumber the rotten ones. It's just we don't always hear about them. So let's visit 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 »

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