International Paper Company (NYSE:IP)
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.
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Recs
TMFDeej
(99.47)
Submitted: 4/11/2013 2:44:28 PM :
Start Price:
$48.28
IP Score:
-5.02
Via Dan Loeb and Third Point:
"Aided by these important NACB tailwinds, IP has multiple near?term catalysts. The most
immediate should come by the end of this month when the market learns if the industry’s
latest price increase has been officially sanctioned. Proceeds from post?merger asset sales
combined with IP’s robust pro forma free cash flow should complete IP’s multi?year
deleveraging, which has reduced debt by ~$10 billion over the last four years. With a
cleaner balance sheet and no opportunities for further acquisitions, we believe IP’s
consistent cash flows will be returned increasingly to shareholders through buybacks and
dividend increases. Even using stressed assumptions, IP should generate +$2.00 FCF per
share, and we expect the dividend will eventually rise to this level.
Finally, we are always keenly attuned to a company’s management team and its incentives.
In 2014, IP mandates the retirement of its CEO John Faraci. During his decade?long tenure as CEO, Faraci has almost single?handedly consolidated the NACB industry and by the end
of this year will have grown IP’s revenue by ~20% and EBITDA by more than 50%, while
cutting net debt by $5 billion. We expect Faraci to cement his impressive legacy by using
new IP’s balance sheet to repurchase shares, increase its dividend, and raise its stock price,
reflecting the company’s newfound strength."
Jason
Recs
Matthew2131
(64.53)
Submitted: 3/6/2013 1:11:38 AM :
Start Price:
$45.58
IP Score:
-2.11
By swallowing Temple-Inland, IP has become the 800 lb. gorilla in industrial packaging in the US. Only Rock-Tenn is close, and is a distant second. add IP's international growth, and it's positioned to continue growth and earnings for years.
Recs
Patrix882003
(46.36)
Submitted: 1/17/2013 7:11:17 AM :
Start Price:
$40.55
IP Score:
+5.79
The Office
Recs
leglamp
(47.60)
Submitted: 8/28/2012 12:27:02 AM :
Start Price:
$33.90
IP Score:
+23.88
Paper prices are rising and the acquisition of Temple-Inland
Recs
CoreAndExplore
(69.57)
Submitted: 5/10/2012 2:57:22 PM :
Start Price:
$30.43
IP Score:
+35.85
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
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ArmchairTitan
(43.79)
Submitted: 3/2/2012 9:45:39 PM :
Start Price:
$34.43
IP Score:
+18.16
Their boxes are strong and their books are, too!
Recs
apinkasovitch
(42.25)
Submitted: 2/22/2012 12:45:58 PM :
Start Price:
$32.06
IP Score:
+27.49
Boring business with solid potential
Recs
papsrus
(< 20)
Submitted: 12/12/2011 3:34:30 PM :
Start Price:
$26.42
IP Score:
+48.17
I admit, I'm riding Cramer's coattails on this one, but the shift toward corrugated products and international expansion, plus a nice dividend and low multiple, I think the downside risk is minimal. Upside potential attractive.
Recs
Jeffrey2012
(< 20)
Submitted: 9/6/2011 10:29:34 AM :
Start Price:
$24.71
IP Score:
-49.23
Gross over payment for temple. Plus the big risk of the bank fraud lawsuit.
Recs
solanZRaider
(< 20)
Submitted: 8/15/2011 4:53:54 PM :
Start Price:
$24.67
IP Score:
+55.57
alphapickstweet
Recs
LEGOABS
(49.82)
Submitted: 5/3/2011 9:11:19 AM :
Start Price:
$29.99
IP Score:
+37.85
International Paper aggressively going global. Joint venture in Russia and India - fast growth here. And finally has ROIC that matches my expection.
Recs
spearson1
(23.97)
Submitted: 4/29/2011 3:25:35 PM :
Start Price:
$28.90
IP Score:
+44.19
Cheap valuation, just raised their diividend. Easily beat expectations with latest earnings release.
Recs
Stockup2000
(< 20)
Submitted: 10/27/2010 10:55:33 AM :
Start Price:
$22.90
IP Score:
+68.22
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
Recs
pxf
(46.15)
Submitted: 8/24/2010 4:23:31 PM :
Start Price:
$18.64
IP Score:
+99.44
The stock has been beaten down too much. They have managed to keep accounts receivable and inventory in line with growth. Certainly better than competitors that are more highly rated.
Recs
Wakiday2
(83.31)
Submitted: 6/17/2010 8:29:44 AM :
Start Price:
$23.68
IP Score:
+54.74
projected earnings 12mo
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moneymakesusglad
(< 20)
Submitted: 5/26/2010 8:44:29 AM :
Start Price:
$20.73
IP Score:
+78.54
World is short on Cellulose
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tdelaet
(< 20)
Submitted: 3/1/2010 7:55:48 PM :
Start Price:
$22.27
IP Score:
+67.76
Big into cardboard, when manufacturing picks up products are shipped in cardboard.
Recs
sleepingstars
(96.16)
Submitted: 10/27/2009 10:50:54 AM :
Start Price:
$20.91
IP Score:
+74.49
with the acquisition of weyerhauser's recycling and packaging, as a paper company I believe it has a better chance of growing then most.
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