Viewing Company Intertape Polymer Group | StockChase
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Intertape Polymer Group Stock Symbol: ITP-T

Last Price Recorded: $23.7500 on 2017-04-24

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Date Signal Expert Opinion Price
2017-04-17 TOP PICK Barry Schwartz

Everything that is shipped has to be professionally taped.  They have done a good job of taking their market share and expanding outside of Canada and the US.  Great dividend that has grown many years in a row. (Analysts’ target: $27.75).


Price:
$23.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-12 COMMENT Christine Poole

Doesn’t follow this closely, because it is a smaller cap name. A packaging company. Generally speaking, it is a pretty well-run company. There is a cyclicality to it. Thinks they are ramping up a new plant. You could probably hold this long-term to get industrial exposure. Well-managed.


Price:
$23.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-11 PAST TOP PICK Cole Kachur

(A Top Pick Oct 26/16. Up 4%.) This was up in the $27 range, but came back down when they were a little light on earnings. They have a tax issue where they had to refile, but it didn’t cause any changes to the overall structure. He thinks this could go to the $28-$29 range.


Price:
$23.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 HOLD Stephen Takacsy, B. Eng, MBA

Packaging, but in products that are a lot more commoditized than some of the others. Management has done a great job turning the company around. Up against some 800 pound gorillas such as 3M. They are looking for “value added” products to launch in small acquisitions. They are modernizing and expanding some of the plants. Not a cheap stock, but thinks management is going to succeed.


Price:
$21.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-03-20 TOP PICK Jim Huang

This basically makes tapes. Designs things like Scotch tape, as well as making a lot of tape for industrial use, and for e-commerce. They control costs partially by phasing out older plants and building bigger and more efficient ones. Stock has been a little flat in the last couple of months because of flooding in one of their new plants, but that is fading away now. Dividend yield of 3.3%. (Analysts’ price target is $27.75.)


Price:
$21.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 COMMENT Barry Schwartz

Just announced a misstatement in earnings in the last few years. The good news is, it doesn’t seem to be material. It didn’t affect their adjusted EBITDA or their cash flow, but made a mistake on their adjusted earnings number. The company is in the right space manufacturing tape and other film products, and benefiting so much from the e-commerce economy. A great dividend and generates a lot of free cash flow. Trades at a discount to some of its peers. They’ve started to expand outside North America. He is very positive on the long-term outlook.


Price:
$22.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-26 COMMENT Mike S. Newton, CIM FCSI

Has owned this in the past, but got stopped out sometime last year. A Canadian name that has a bit of a lower volatility profile, so it’s one you would want to own for a long time. They have a lot of US business.


Price:
$24.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2017-01-12 COMMENT James Telfser

A great business with a great dividend. They are a bit of a price taker with 3M, which is his only knock against the company. However, they are offsetting that with a lot of operational improvements and some of the new plants they are putting into operation. They’ve made a few acquisitions including a recent one in India.


Price:
$23.810
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
2016-12-08 TOP PICK Jim Huang

Makes all kinds of different tapes for packaging, but also has leverage to e-commerce with the growth in shipping. Has a lot of business in the US, and have been building new plants to lower costs and improve efficiencies. Their transition has not been smooth, having been hit by a flood and just coming out of it. When they get the plant running well, they are going to have a cost advantage and a lot more capacity. Dividend yield of 3.06%. (Analysts’ price target is $27.25.)


Price:
$24.190
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-12-07 COMMENT Brian Madden

They have done a great job under the new management team that came in in 2011.  He is intrigued by the turnaround in the business, but is concerned that they are a number 2 player in a market dominated by MMM-N.  It is liable to be crushed.  It is also very cyclical and although the environment in the US is good right now, their margins would suffer in a downturn.  The risk/reward is just not there for him.


Price:
$24.740
Subject:
CANADIAN EQUITIES & FIXED INCOME
Bias:
BULLISH
Owned:
No
2016-11-03 COMMENT Barry Schwartz

(Market Call Minute.) One of the smartest management teams in Canada. Terrific capital allocators. Got hurt by problems they could not foresee, but this is an interesting opportunity here.


Price:
$22.550
Subject:
NORTH AMERICAN - LARGE/MID CAPS
Bias:
UNKNOWN
Owned:
Unknown
2016-10-26 TOP PICK Cole Kachur

Manufactures tape, plastics and packaging materials. About 90% of sales are in the US and Canada, but they’ve done a recent acquisition to get themselves into India, and are starting to expand more into Asian markets. They are projecting growth to go from about $780 million to $1.5 billion in the next 7 years. Dividend yield of 3.19%.


Price:
$22.940
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-28 BUY Hap (Robert) Sneddon FCSI

Just made a new high which is really positive. It has support at around $22.50. A long-term chart shows an upward movement from 2014. You could probably buy this pretty safely right now.


Price:
$23.390
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
No
2016-09-14 TOP PICK Jim Huang

Manufactures tape, some for packing, some for student, some for industrial applications. What they have been doing in the last few years is trying to lower costs by building new plants and closing down old ones. The lower natural gas prices didn’t hurt them either. They have an under levered balance sheet which they are using to their advantage by either increasing payout or acquiring things. Recently acquired a small company in India. Dividend yield of 3.24%.


Price:
$22.800
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2016-09-02 BUY Jason Mann

(Market Call Minute.) One of his larger holdings. Great valuation. Good price momentum. Great ROE’s. Reasonable valuation overall.


Price:
$22.840
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
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