Viewing Company Richards Packaging Income Fund | StockChase
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Richards Packaging Income Fund Stock Symbol: RPI.UN-T

Last Price Recorded: $29.2000 on 2017-05-25

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Date Signal Expert Opinion Price
2017-05-18 TOP PICK Matt Kacur

Glass and plastic packaging. Does a lot of pharmaceutical type packaging. This has had 13 years of 25%+ return on invested capital. A really strong balance sheet.


Price:
$29.230
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-02-28 TOP PICK Veeral Khatri

A very stable stock. Distributes rigid packaging products. They have 3 main end markets; food packaging, cosmetics and healthcare like pill bottles. Very stable. They generate a ton of free cash flow. 10% free cash flow yield and are paying out only half of that as a dividend. Dividend yield of 4.64%.


Price:
$23.860
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2017-01-24 COMMENT Jason Del Vicario

This is on his radar screen. They have been consolidating over the last little while, and he would like to see the stock show some technical strength i.e. moving out of that consolidation phase beyond $25-$26 on above average volume. A good position for somebody income oriented.


Price:
$24.450
Subject:
NORTH AMERICAN (GROWTH)
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2016-08-09 COMMENT James Rife

(Market Call Minute.) They’ve been able to put up good organic growth numbers, and recently raised its dividend. Kind of a boring company, but in this environment boring can be amazing.


Price:
$24.800
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2016-07-18 BUY Ben Cheng

It has been on a tremendous run and he does not think it is going to stop.  Management is solid and the balance sheet is solid.  They are benefiting from the shift away from physical stores.


Price:
$23.960
Subject:
REITS, INCOME STOCKS & HIGH YIELD BONDS
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-24 COMMENT Ryan Modesto

This is a tough business. Packaging is a good consumer staples type of business. They do all the things right. Have a good dividend, raise it, and do share buybacks. He just can’t get past the illiquidity. Also, there has been quite a big run up on shares recently. Now trading at multiples that are on par with something like CCL Industries, which is much larger and a much more liquid company, which he would prefer.


Price:
$23.300
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-06-08 PAST TOP PICK Colin Stewart

(A Top Pick June 12/15. Up 66.05%.) Despite the stock being up, it is probably still no more expensive, from a valuation standpoint, than it was a year ago. Earnings have grown and the cash flow has grown significantly. Have made some acquisitions. Pays a nice dividend. Management owns a significant stake. Dividend yield of 4.4%.


Price:
$25.500
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-05-17 BUY on WEAKNESS Bruce Campbell (2)

Continues to deliver great results and has a nice sustainable dividend yield. It doesn’t happen very often, but if you see a pullback that is the time to step into this.


Price:
$24.080
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2016-04-11 BUY Colin Stewart

They have some historic tax losses and so can remain an income trust.  It is an excellent business.  They have a very diversified customer base.  They are a distributor of product packaging.  They are expanding more into the healthcare space in the future.  Healthy free cash flow, 5.5% dividend.


Price:
$21.250
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2016-01-28 PAST TOP PICK Colin Stewart

(Top Pick Feb 17/15, Up 17.48%) It is a simple packaging business.  5% dividend.  Management owns over 5% of the equity.  They benefit from a stronger US dollar.  A lot of packaging is for consumer staples. 


Price:
$17.210
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
UNKNOWN
Owned:
Yes
2016-01-19 HOLD Michael Smedley

This is not well known. It is really quite interesting as a small cap company that is doing nicely with its numbers. It does a very highly specialized, mainly small runs, of packaging for hospitals, etc. which need special items to contain things. 5.3% dividend.


Price:
$16.500
Subject:
CANADIAN
Bias:
BEAR
Owned:
Yes
2015-11-09 PAST TOP PICK Colin Stewart

(Top Pick Feb 17/15, Up 20.40%) It is not widely followed, but one of the largest players in North America in their space.  It was very recession resistant in ‘08/’09.  It pays a 5.5% dividend and earlier they made an acquisition.  He thinks they may do more of that going forward.  As it grows more people will pay attention.


Price:
$18.590
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
CAUTIOUS
Owned:
Yes
2015-07-09 BUY Andrew Hamlin

Not widely owned and not followed by analysts.  Good management and aligned to investors.  Consistent, steady returns and a good portion from dividends and share buybacks.  Very sustainable 5.5% dividend.


Price:
$16.000
Subject:
NORTH AMERICAN - INCOME
Bias:
OPTIMISTIC
Owned:
Unknown
2015-06-12 TOP PICK Colin Stewart

This was part of the income trust boom and got spun out. One of the leaders in North America, and certainly the leader in Canada in distributing rigid packaging products, such as pill bottles, soap dispensers, etc. Pretty recession resistant. Very stable cash flow generation. Management owns a lot of stock. They may have some acquisition opportunities, which could be a very attractive way for them to grow. Dividend yield of 5.8%.


Price:
$16.020
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Yes
2015-02-17 TOP PICK Colin Stewart

A boring, simple, easy to understand business. Distributes rigid packaging products. Largest in Canada and 3rd largest in North America. A lot of the products on grocery store shelves are distributed by this company. Also, they do things in the pharmaceutical/health care industry. Generates a lot of free cash flow. Trading at a discounted valuation. Pays a monthly dividend which equates to slightly over a 6% annual yield, which is very stable. At some point, it could even be a takeout target. Their largest competitor, Berlin Packaging, was recently bought at 14X enterprise value to EBITDA, and this one just trades at slightly over 8X.


Price:
$15.450
Subject:
NORTH AMERICAN - LARGE (LONG/SHORT STRATEGIES)
Bias:
BULLISH on US ECONOMY
Owned:
Yes
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