+ Watch BZ
on My Watchlist
Boise is a paper and packaging business. It was owned by Private Equity (MDP) pre 2008. Imagine they would have trimmed a lot of the operational fat. Also has paid some healthy dividends. Nonetheless, look where it trades to its peers:BZ: 4.8x EBITDAPaper peers (EV/LTM EBITDA):Domtar: 4.1x Sappi: 5.3x Neenah: 6.0x International Paper: 8.8x Packaging peers:Kapstone: 9.5xPackaging Corp of America: 9.1xRock-Tenn: 8.3x2012 performance193M in paper EBITDA163M in packaging EBITDAso taking the lowest multiple from each group of peers, you end up with:(4.1 * 193) + (8.3 * 163) = 2144.2 Enterprise Valuesubtract debt (780)add cash (50)Equals 1.414Bdiscount by 20% because these analyses are always sketchyEquals 1.131BCurrent Equity Value: $865MUpside: 30%+
Two strong divisions, paper and packaging, are poised for steady performance as our economy returns, at last, to a better growth trajectory
Stock is cheap. Good value play!
Low P/E. Shares being accumulated by insiders and institutions
Here is a vote for the home team! Growth potential will continue to be there.
With a recuperation of the economy, however gradual, Boise is poised to take advantage of increased demand of its paper and packaging products for office supply and shipping purposes. Also, the company has a niche carved out in the Northwest and another in the Midwest, enjoying limited competition in these areas.
Good bounce back after Dividend was paid.
Owned this stock off and on in the last two years. Should have bought more of it when it briefly dipped below 5 recently. Like this as an innovative paper maker and packaging supplier. Like the explosive price moves up recently. Admit to have taken some off the table too. Looking forward to a long-term play here.
low p/e low p/b
Well below book value.
In this Bear market only the basics, makes sense. BZ resources match up with real manufacturing needs during a recovering economy.
very well run Company and has the ability to outperform the competition
Id be carefull with this one in real life as the net profit margin isnt big, 3.7 or so.... and debt ratio 1.8 , but ill definetly pick it here
Bosie will outperform because of the management. This a well run company. Paper is a never ending industry. I like this company because it is priced well, with a lot of head room in the long position.
low p/e and makes containers will rise after xmas.
Amazing turnaround. 320X (320 TIMES) gain in one year.
I look for this stock to hit the $11-13 level in 1-1.5 years time frame, then level off. Still lots of room to make some $$ on this one....
Paper industry is stabilizing, debt no longer perceived as a death sentence. Peers (Int. Paper) selling for 2 to 3 times book value, BZ is less than 1. Could see institutional support as economy continues to stabilize .
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