Cascades Inc
CAS-T
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About Cascades Inc (CAS-T)
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All forestry stocks are cyclical especially pulp and paper. If you stick with CAS and forestry, then diversify your portfolio instead to something less cyclical, at least non-paper stocks but are in forestry if you want to stay in this space.
All forestry stocks are cyclical especially pulp and paper. If you stick with CAS and forestry, then diversify your portfolio instead to something less cyclical, at least non-paper stocks but are in forestry if you want to stay in this space.
This is a big player in recycle paper products and tissue. This is, historically, a very well run company. It is a cyclical business. They have a manageable level of debt, but a cyclical business should have a stronger balance sheet. They are currently suffering from tissue prices and not getting enough from recycled products, so they are facing margin pressure. He likes the company but there are better places to invest.
This is a big player in recycle paper products and tissue. This is, historically, a very well run company. It is a cyclical business. They have a manageable level of debt, but a cyclical business should have a stronger balance sheet. They are currently suffering from tissue prices and not getting enough from recycled products, so they are facing margin pressure. He likes the company but there are better places to invest.
(Past Top Pick, July 20, 2018, Up 9%) This company really understands renewables such asin their water use and packaging (100% recyclable material). He's excited with them moving into the food packaging industry. Cascades'
packaging is biodgradable.
(Past Top Pick, July 20, 2018, Up 9%) This company really understands renewables such asin their water use and packaging (100% recyclable material). He's excited with them moving into the food packaging industry. Cascades'
packaging is biodgradable.
This company has two parts: Containerboard and tissue. Both are cyclical businesses. Containerboard depends on economic activity: the more activity, the more boxes are needed. That industry is looking better, partially because of what is happening in the wood industry. In contrast, there is overcapacity of tissue in North America. Buying Cascades now buys tissue while it is down and out and buys containerboard as it’s looking better. This is on his radar, but he’s not ready to buy it yet. He doesn’t recommend against starting a small position it it now, though he is not doing so.
This company has two parts: Containerboard and tissue. Both are cyclical businesses. Containerboard depends on economic activity: the more activity, the more boxes are needed. That industry is looking better, partially because of what is happening in the wood industry. In contrast, there is overcapacity of tissue in North America. Buying Cascades now buys tissue while it is down and out and buys containerboard as it’s looking better. This is on his radar, but he’s not ready to buy it yet. He doesn’t recommend against starting a small position it it now, though he is not doing so.
Loves this company. A paper company that doesn’t cut down any trees. Use 100% recycled paper. Look to identify efficiencies throughout the entire process. More a corporate than a consumer play. Facilities have begun using sustainability as credibility. Yield is 1.3%. (Analysts’ price target is $12.06.)
Loves this company. A paper company that doesn’t cut down any trees. Use 100% recycled paper. Look to identify efficiencies throughout the entire process. More a corporate than a consumer play. Facilities have begun using sustainability as credibility. Yield is 1.3%. (Analysts’ price target is $12.06.)
He has been watching this closely. It trades below book value, which has historically been a good buy signal. They have had some operational issues, but their input costs have been going down which should overall improve margins. Container board sales have not been as strong as hoped. The tissue industry is also somewhat oversupplied right now. Buying under $12 is a good area, where he thinks it would go back to $15 to $18.
He has been watching this closely. It trades below book value, which has historically been a good buy signal. They have had some operational issues, but their input costs have been going down which should overall improve margins. Container board sales have not been as strong as hoped. The tissue industry is also somewhat oversupplied right now. Buying under $12 is a good area, where he thinks it would go back to $15 to $18.
He doesn't like stocks trading at 52-week lows. At some point, you have to cut this stock out or close your eyes and wait for a recovery.
He doesn't like stocks trading at 52-week lows. At some point, you have to cut this stock out or close your eyes and wait for a recovery.
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