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.

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Member Avatar pleonexia4ROE (35.41) Submitted: 3/12/2014 3:54:53 PM : Outperform Start Price: $44.09 IP Score: -7.83

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.

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Member Avatar TheValueDude (54.39) Submitted: 1/9/2014 5:39:41 PM : Outperform Start Price: $48.85 IP Score: -8.26

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

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Member Avatar RenoNV (48.76) Submitted: 11/6/2013 1:15:57 AM : Outperform Start Price: $43.10 IP Score: +0.18

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

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Member Avatar habibnor (50.79) Submitted: 10/7/2013 5:53:07 PM : Outperform Start Price: $42.86 IP Score: -5.31

International Paper

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Member Avatar OU812again (86.16) Submitted: 10/3/2013 5:52:00 PM : Outperform Start Price: $43.36 IP Score: -6.26

44

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Member Avatar maxkilb (63.05) Submitted: 8/1/2013 9:04:46 AM : Outperform Start Price: $47.77 IP Score: -14.48

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

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Member Avatar TMFDeej (99.46) Submitted: 4/11/2013 2:44:28 PM : Outperform Start Price: $46.96 IP Score: -20.23

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

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Member Avatar Patrix882003 (50.58) Submitted: 1/17/2013 7:11:17 AM : Outperform Start Price: $39.44 IP Score: -10.94

The Office

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Member Avatar leglamp (58.10) Submitted: 8/28/2012 12:27:02 AM : Outperform Start Price: $32.97 IP Score: +5.84

Paper prices are rising and the acquisition of Temple-Inland

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Member Avatar CoreAndExplore (94.21) Submitted: 5/10/2012 2:57:22 PM : Outperform Start Price: $29.60 IP Score: +16.83

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.

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Member Avatar ArmchairTitan (51.96) Submitted: 3/2/2012 9:45:39 PM : Outperform Start Price: $33.49 IP Score: -0.22

Their boxes are strong and their books are, too!

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Member Avatar apinkasovitch (54.10) Submitted: 2/22/2012 12:45:58 PM : Outperform Start Price: $31.19 IP Score: +8.68

Boring business with solid potential

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Member Avatar papsrus (< 20) Submitted: 12/12/2011 3:34:30 PM : Outperform Start Price: $25.70 IP Score: +27.07

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.

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Member Avatar Jeffrey2012 (< 20) Submitted: 9/6/2011 10:29:34 AM : Underperform Start Price: $24.03 IP Score: -26.39

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

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Member Avatar solanZRaider (< 20) Submitted: 8/15/2011 4:53:54 PM : Outperform Start Price: $24.00 IP Score: +33.43

alphapickstweet

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Member Avatar LEGOABS (45.02) Submitted: 5/3/2011 9:11:19 AM : Outperform Start Price: $29.18 IP Score: +18.72

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

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Member Avatar spearson1 (< 20) Submitted: 4/29/2011 3:25:35 PM : Outperform Start Price: $28.11 IP Score: +24.91

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

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Member Avatar Stockup2000 (< 20) Submitted: 10/27/2010 10:55:33 AM : Outperform Start Price: $22.28 IP Score: +45.35

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

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Member Avatar pxf (33.51) Submitted: 8/24/2010 4:23:31 PM : Outperform Start Price: $18.13 IP Score: +73.15

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.

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Member Avatar Wakiday2 (93.01) Submitted: 6/17/2010 8:29:44 AM : Outperform Start Price: $23.04 IP Score: +31.32

projected earnings 12mo

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