International Paper Company (NYSE:IP)

CAPS Rating: 4 out of 5

A paper and packaging company that is complemented by a North American merchant distribution system, with primary markets and manufacturing operations in the United States, Europe, South America and Asia.

Results 1 - 20 of 83 : 1 2 3 4 5 Next »

Recs

0
Member Avatar afewgoodstocks14 (< 20) Submitted: 11/14/2014 4:43:05 PM : Outperform Start Price: $48.06 IP Score: +9.05

Div. (Yield) $1.60 (2.9%)

Recs

0
Member Avatar TMFDeej (99.25) Submitted: 7/24/2014 5:02:09 PM : Outperform Start Price: $49.52 IP Score: +4.38

As someone who loves MLP conversions, REIT conversions, YieldCo creations, etc... as investments this one really caught my eye.

Perry Capital sees International Paper (NYSE:IP) and Rock-Tenn Company (NYSE:RKT) as having significant upside, 50% to 60%, if they were to convert their paper mills into MLPs. The firm's research found that they should be able to do so for "virgin" mills that use less than 25% recycled materials.

I absolutely love this idea. I just wonder if the companies are actually considering making such a move? Perry is a big fund, with $10.9B under management, and it has disclosed positions in IP, KS and RKT, but I have not seen any evidence that it has had discussions with these companies yet nor that they are actually seriously considering making this sort of move.

This is definitely something to keep an eye on.

Jason

Recs

0
Member Avatar afewgoodstocks11 (25.53) Submitted: 5/21/2014 5:02:31 PM : Outperform Start Price: $42.59 IP Score: +4.06

Div. (Yield) $1.40 (3.0%)

Recs

0
Member Avatar mcdelan (< 20) Submitted: 4/30/2014 12:01:40 PM : Outperform Start Price: $46.10 IP Score: +6.80

Global Manufacturing Footprint, emerging markets assets and strong focused leadership.

Recs

0
Member Avatar UM1209 (< 20) Submitted: 4/20/2014 8:39:03 PM : Outperform Start Price: $44.51 IP Score: +10.13

Growth rate is higher than PE. PE is lower than SP500

Recs

0
Member Avatar pleonexia4ROE (25.88) Submitted: 3/12/2014 3:54:53 PM : Outperform Start Price: $43.12 IP Score: +1.83

S&P 4 STAR

March 12, 2014
S&P CAPITAL IQ MAINTAINS BUY OPINION ON SHARES OF INTERNATIONAL PAPER (IP $47.25 ****) :

- We are cutting our '14 EPS estimate by $0.80 to $3.70 and initiating '15's at $4.41 due to lowered revenue growth assumptions.
- Despite this, we are raising our target price by $9 to $63 due to higher peer valuations.

- IP has made moves in recent years to focus on faster-growing and higher-return businesses.

- We believe its investments and joint ventures in Brazil, China, India, and Russia will add to growth.

- With the acquisition of Temple-Inland, IP has a one-third share of the North American containerboard market and an opportunity to achieve further margin gains, in our view.

Recs

0
Member Avatar TheValueDude (27.49) Submitted: 1/9/2014 5:39:41 PM : Outperform Start Price: $47.77 IP Score: +0.31

Screen: Over $10B, Top 10% EBIT/EV, Z Score >1.81

Recs

0
Member Avatar RenoNV (66.88) Submitted: 11/6/2013 1:15:57 AM : Outperform Start Price: $42.15 IP Score: +11.03

high quality, stock with decent dividend, which may go up, as earnings will continue to go up from foreign business.

Recs

0
Member Avatar OU812again (54.47) Submitted: 10/3/2013 5:52:00 PM : Outperform Start Price: $42.40 IP Score: +3.76

44

Recs

0
Member Avatar maxkilb (51.67) Submitted: 8/1/2013 9:04:46 AM : Outperform Start Price: $46.72 IP Score: -6.43

Amazon's largest paper supplier successfully raised prices - and as Amazon grows, so too will International Paper

Recs

0
Member Avatar Patrix882003 (36.68) Submitted: 1/17/2013 7:11:17 AM : Outperform Start Price: $38.57 IP Score: -0.41

The Office

Recs

0
Member Avatar leglamp (53.37) Submitted: 8/28/2012 12:27:02 AM : Outperform Start Price: $32.25 IP Score: +20.68

Paper prices are rising and the acquisition of Temple-Inland

Recs

1
Member Avatar CoreAndExplore (81.52) Submitted: 5/10/2012 2:57:22 PM : Outperform Start Price: $28.95 IP Score: +34.58

Low valuation with solid earnings growth ahead. While paper may be losing ground in newspapers, magazines, books, etc. it's as important as ever when it comes to shipping and containerboard.

Recs

0
Member Avatar ArmchairTitan (72.90) Submitted: 3/2/2012 9:45:39 PM : Outperform Start Price: $32.75 IP Score: +13.68

Their boxes are strong and their books are, too!

Recs

0
Member Avatar apinkasovitch (40.79) Submitted: 2/22/2012 12:45:58 PM : Outperform Start Price: $30.50 IP Score: +24.66

Boring business with solid potential

Recs

0
Member Avatar Jeffrey2012 (< 20) Submitted: 9/6/2011 10:29:34 AM : Underperform Start Price: $23.50 IP Score: -48.93

Gross over payment for temple. Plus the big risk of the bank fraud lawsuit.

Recs

0
Member Avatar solanZRaider (< 20) Submitted: 8/15/2011 4:53:54 PM : Outperform Start Price: $23.47 IP Score: +56.83

alphapickstweet

Recs

0
Member Avatar LEGOABS (< 20) Submitted: 5/3/2011 9:11:19 AM : Outperform Start Price: $28.53 IP Score: +36.93

International Paper aggressively going global. Joint venture in Russia and India - fast growth here. And finally has ROIC that matches my expection.

Recs

0
Member Avatar spearson1 (35.83) Submitted: 4/29/2011 3:25:35 PM : Outperform Start Price: $27.49 IP Score: +44.45

Cheap valuation, just raised their diividend. Easily beat expectations with latest earnings release.

Recs

0
Member Avatar Stockup2000 (< 20) Submitted: 10/27/2010 10:55:33 AM : Outperform Start Price: $21.79 IP Score: +71.66

Paper, and paper products are not going anywhere, they will always be a staple of our society in some form or another. provided IP can keep out of environmental trouble this stock should continue to perform well for quite a while. at least until graphine yields us transparent viewers and launches us into the sci-fi realm

Results 1 - 20 of 83 : 1 2 3 4 5 Next »

Featured Broker Partners


Advertisement