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Dow-Led Rally Pushes All Indexes Positive Late

Tue, 21 Jul 2009 20:55:00 GMT

A late, Dow-led rally leaves all major indexes in the green Tuesday, following a mixed session earlier in the day. With Tuesday's close, a stock winning streak stretched to six days for the Dow industrials and 10 days for the Nasdaq Composite Index.[More...]

International Paper (NYSE:IP): Upgraded To Buy At Deutsche Bank

Tue, 21 Jul 2009 13:47:00 GMT

Packaging/Paper group is on fire today after Packaging Corp. of America (NYSE:PKG) blew estimates away last night. International Paper (NYSE:IP) looks to be the best play on PKG's results (up 15-16% pre mkt): - Deutsche Bank is upgrading IP to Buy from Hold and upping their price target to $24 saying that while significant risks remain, it is clearer & clearer that the containerboard industry has managed itself in a fundamentally different fashion over the past year. Prices reported in the trade papers have dropped $70-80/ton off last autumn's cyclical peak. However, prices were reported stable in June and appear stable again in July. Moreover, most industry players remain[More...]

The Meek Continue To Dominate Equities

Mon, 27 Apr 2009 05:49:10 GMT

Early in April after a month long run off the bottom I posted a list of equities that gained at least 60% in the preceding 4 weeks (Apr 5: The Meek Shall Inherit the Earth: 92 Stocks Over $10 Returning 60%+) The list was a whose who of beaten down merchandise. Generally, by week 4-5 of an oversold rally these type of names begin to peter out but the ramp has been relentless in lower quality, low price stocks. My gut tells me quant (and other varieties) of hedge funds have been shorting these names, using fundamental reasons - expecting some pullback after huge runs - only to be run over again and again even in week 6 and 7 of this rally. All it takes nowadays is saying "business has stabilized at the worst levels we've seen in decades" to elicit glee and massive short covering rallies. While the market was flattish last week, I[More...]

International Paper: Upgraded Now?

Wed, 15 Apr 2009 21:54:27 GMT

International Paper (IP) shares caught fire today as an analyst upgrade from Deutsche Bank (DB) send shares higher by more than 20%. The research note suggested that the forestry products company could be seeing a bottoming as among other trends pulp demand is growing in China. The research note was also apparently based on some of what the analysts learned in a meeting with the company’s management. After hearing that the company was expecting about $1[More...]

Has Recent U.S Data Signaled A Bottom?

Mon, 13 Apr 2009 13:35:00 GMT

A wave of new domestic economic data along with an economic stimulus plan has refueled interest in the Materials sector, particularly precious metals and agriculture stocks. Copper, known as “the commodity with a PhD in economics,” has risen over 28% in the past 30 days while the sector as a whole has gained nearly 33% in the same amount of time. While I agree in the long term prospects of many blue-chip commodity holdings, I feel their current prices have outpaced their valuations. U.S. recessionary indicators, specifically employment data and index performance, have convinced me the global economic plummet in growth may have[More...]

Wall Street Slides On Record AIG Loss, Dow Ends Below 6800, Citi Sinks

Mon, 02 Mar 2009 21:17:05 GMT

US stocks tumbled on Monday after AIG's massive quarterly losses intensified worries over the health of the financial system.[More...]

Dividend Investors Watch Out

Mon, 02 Mar 2009 17:26:00 GMT

Two more companies joined the ranks of the dividend cutters, as PNC Financial (PNC) and International Paper (IP) both took a significant bite out of their yields. The move is clearly an effort to strengthen the balance sheet as PNC will be able to conserve $1 billion in capital per year because of this 85% reduction. This strategic move was not hard to anticipate because PNC’s yield had crept up over 10% and the dividend payout ratio was about 93% of this year’s expected profits. [More...]

Market Commentary: 12/8/08

Mon, 08 Dec 2008 22:02:00 GMT

Can Fear Make Us Better Investors?[More...]

The Paper Industry: Wood You Invest?

Thu, 06 Nov 2008 13:51:00 GMT

Many manufacturers of various paper and packaging products are trading at massive discounts to their 52-week highs. Companies such as International Paper (which we discussed here), Catalyst Paper (CTL), Domtar (UFS), MeadWestvaco (MWV) and Sappi Ltd (SPP) are all trading below even their book values. As such, many investors wonder if there is value to be found among this bunch. Unfortunately, there are a few reasons that make this a tough industry in which to invest. First of all, this is a capital intensive industry, meaning a large component[More...]

November 5, 2008: Clean Up When Funds Clear Out

Wed, 05 Nov 2008 21:50:00 GMT

Money managers clean up portfolio holdings before the end of their tax year. Over 48%of US mutual funds close their books between late October and December. Managers sell stocks with large losses to avoid reporting them on their year-end report to shareholders. This causes downward pressure on stocks trading within their portfolio(s)that are at or near 52-week lows. Once the selling subsides, these stocks have historically experienced a price reversal. That said, investors should exercise due diligence before buying any of the companies listed below by analyzing any potential shift in a company's fundamentals and other factors such as sector weight and risk tolerance. Here are the screen parameters used to select the following "sells" from funds: Large-cap and mid-cap stocks trading at or below 30% of their 52-week high and have not bounced above 15% from their 52-week low,and have above-average valuation on both an absolute and[More...]

Va. Power customers may get lower bills

Fri, 06 Nov 2009 09:49:00 GMT

Nov. 6--Dominion Virginia Power customers would get back more than $400 million from the company under an agreement the state's largest utility has reached with the state attorney general's office and a group of large ratepayers.
If approved by the State Corporation Commission, the proposed settlement of several pending Dominion Virginia Power rate cases would save a typical residential customer -- using 1,000 kilowatt-hours of electricity a month -- about $80 next year, the company said.
By agreeing to maintain Dominion Virginia Power's base-rate structure at pre-Sept.

: iStockAnalyst.com Symbols Feed

Dow-Led Rally Pushes All Indexes Positive Late

International Paper (NYSE:IP): Upgraded To Buy At Deutsche Bank

The Meek Continue To Dominate Equities

International Paper: Upgraded Now?

Has Recent U.S Data Signaled A Bottom?

Wall Street Slides On Record AIG Loss, Dow Ends Below 6800, Citi Sinks

Dividend Investors Watch Out

Market Commentary: 12/8/08

The Paper Industry: Wood You Invest?

November 5, 2008: Clean Up When Funds Clear Out

Va. Power customers may get lower bills

Va. Power customers could get lower bills / Refunds, credits urged in proposed settlement of base-rate cases

Franklin Ponders Future Without Mill / Residents Brace for Shutdown of International Paper

Franklin Ponders Future Without International Paper Mill

International Paper's 3Q profit soars on tax item

International Paper's 3Q profit soars on tax item

Earnings reports to give picture of job market

Earnings reports to give picture of job market

Earnings reports to give picture of job market

Earnings Preview: International Paper

Xpedx Expands Print Technology Offer, Deepens Collaboration With Printers of All Sizes

UPM and xpedx Sign Exclusive, Multi-Year Agreement

xpedx and Print Information Systems Leader EPMS Bring New Transparency, Efficiency to U.S. Print Supply Chain

International Paper Announces Expiration and Final Results of its Tender Offer for Any and All of its 7.40% Notes Due 2014

International Paper Prices $1.0 Billion of Senior Unsecured Notes

International Paper Announces Debt Tender Offers

International Paper Reports Second-Quarter Earnings

International Paper Declares Dividends

International Paper To Release Second-Quarter Earnings on Thursday, July 30

'Are pixels greener than paper?' Down to Earth Brochure, 'Pixels vs. Paper' Provides Some Answers

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