KP Tissue Inc

KPT-T

Analysis and Opinions about KPT-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 13, 2019
A small-cap that owns an interest in tissue paper, a commodity. Pays a high dividend but also high payout, so a strong risk of a dividend cut. How long can they sustain that dividend and how deep will they cut it?
KP Tissue Inc (KPT-T)
November 13, 2019
A small-cap that owns an interest in tissue paper, a commodity. Pays a high dividend but also high payout, so a strong risk of a dividend cut. How long can they sustain that dividend and how deep will they cut it?
Brian Madden
Senior VP & Portfolio Manager, Goodreid Investment Council
Price
$9.670
Owned
No
WATCH
WATCH
September 12, 2019
Since early august we had a more parabolic move up. We want to keep that on trend so in a corrective move you want it to stay on the trajectory.
KP Tissue Inc (KPT-T)
September 12, 2019
Since early august we had a more parabolic move up. We want to keep that on trend so in a corrective move you want it to stay on the trajectory.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$9.480
Owned
Unknown
WATCH
WATCH
August 12, 2019
It bottomed in November and flat lined. It has resistance at $8.66 and the fact that we are through it is pretty positive. Watch to see if it holds and if it gets above the moving average. It's at a pretty critical juncture.
KP Tissue Inc (KPT-T)
August 12, 2019
It bottomed in November and flat lined. It has resistance at $8.66 and the fact that we are through it is pretty positive. Watch to see if it holds and if it gets above the moving average. It's at a pretty critical juncture.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$8.760
Owned
Unknown
WATCH
WATCH
July 15, 2019
Is the dividend safe? He doesn't know, but they have many troubles lately with low pulp prices and writedowns. The 8.7% yield isn't exactly safe. They're building a new plant in Sherbrooke to improve profitability. Hang onto it, but watch if that dividend rises.
KP Tissue Inc (KPT-T)
July 15, 2019
Is the dividend safe? He doesn't know, but they have many troubles lately with low pulp prices and writedowns. The 8.7% yield isn't exactly safe. They're building a new plant in Sherbrooke to improve profitability. Hang onto it, but watch if that dividend rises.
Fabrice Taylor
Publisher, The President's Club Newsletter
Price
$8.200
Owned
No
DON'T BUY
DON'T BUY
November 12, 2018
A down trend with resistance at $10. It could move back up, but there's nowhere to hang your hat on this chart. There's no base in the price.
KP Tissue Inc (KPT-T)
November 12, 2018
A down trend with resistance at $10. It could move back up, but there's nowhere to hang your hat on this chart. There's no base in the price.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$7.370
Owned
Unknown
HOLD
HOLD
July 25, 2018

This company produces paper towels and other paper products. The rising cost for pulp has hurt their bottom line. China is buying more pure pulp fibre and this is hurting their business. Yield 7.4%. (Analysts’ price target is $11.00)

KP Tissue Inc (KPT-T)
July 25, 2018

This company produces paper towels and other paper products. The rising cost for pulp has hurt their bottom line. China is buying more pure pulp fibre and this is hurting their business. Yield 7.4%. (Analysts’ price target is $11.00)

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$9.690
Owned
No
WATCH
WATCH
May 17, 2018

Consumer staples. He was taking a look at it when it pulled back He stayed away because the chart is telling him there is no clarity on share price given that input costs are on the rise. It is too early to buy.

Consumer staples. He was taking a look at it when it pulled back He stayed away because the chart is telling him there is no clarity on share price given that input costs are on the rise. It is too early to buy.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$10.160
Owned
No
HOLD
HOLD
March 1, 2018

It is a slow steady eddie company. It is okay and there is nothing wrong with it but it does not get him excited. It is probably not going to hurt your portfolio nor help it much.

KP Tissue Inc (KPT-T)
March 1, 2018

It is a slow steady eddie company. It is okay and there is nothing wrong with it but it does not get him excited. It is probably not going to hurt your portfolio nor help it much.

Ryan Modesto
Managing Partner, 5i Research
Price
$12.420
Owned
Unknown
COMMENT
COMMENT
November 24, 2017

The tissue space in general is struggling with pricing, probably as a result of over pricing in North America. Having a pure play in this area is not something you would want to do. Expects it will be challenged for the next couple of quarters. Prefers Cascades (CAS-T), which has an offset with container board/cardboard packaging.

KP Tissue Inc (KPT-T)
November 24, 2017

The tissue space in general is struggling with pricing, probably as a result of over pricing in North America. Having a pure play in this area is not something you would want to do. Expects it will be challenged for the next couple of quarters. Prefers Cascades (CAS-T), which has an offset with container board/cardboard packaging.

Daniel Lloyd
Portfolio Manager, Forge First Asset Management
Price
$13.780
Owned
No
BUY
BUY
October 16, 2017

As a hold for the next 5 years?On a total return basis, this is not as terrible as the stock price suggests. It has underperformed. There has always been something that pops up to hurt them over the past few years. It looks like pulp prices continue to go higher, so he doesn’t expect the best quarter in Q3. However, they have pricing power because their branded tissue toilet paper has been able to pass those price increases on to customers. He likes this for the 4.7% dividend. They have ambitious growth plans.

KP Tissue Inc (KPT-T)
October 16, 2017

As a hold for the next 5 years?On a total return basis, this is not as terrible as the stock price suggests. It has underperformed. There has always been something that pops up to hurt them over the past few years. It looks like pulp prices continue to go higher, so he doesn’t expect the best quarter in Q3. However, they have pricing power because their branded tissue toilet paper has been able to pass those price increases on to customers. He likes this for the 4.7% dividend. They have ambitious growth plans.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$15.090
Owned
Yes
COMMENT
COMMENT
October 3, 2017

There are some certainties in life, and one of them is toilet paper. They are going to commission a new machine at their plant in Memphis Tennessee, which will increase output. It’s a competitive business. They do private label branding for the big box stores. Thinks earnings will come up and distribution will come up. Dividend yield of 4.8%.

KP Tissue Inc (KPT-T)
October 3, 2017

There are some certainties in life, and one of them is toilet paper. They are going to commission a new machine at their plant in Memphis Tennessee, which will increase output. It’s a competitive business. They do private label branding for the big box stores. Thinks earnings will come up and distribution will come up. Dividend yield of 4.8%.

David Baskin
President, Baskin Wealth Management
Price
$14.940
Owned
Yes
COMMENT
COMMENT
August 29, 2017

Trading like it is a private label company, which is not the case, because they have significant branded products they sell in Canada. The previous quarter they had was pretty good, and have announced that they are raising prices. They are looking to add another private label machine and has also started another private label machine in Québec, which should improve margins. The knock against the company is that it is always next year’s story. 5% dividend yield.

KP Tissue Inc (KPT-T)
August 29, 2017

Trading like it is a private label company, which is not the case, because they have significant branded products they sell in Canada. The previous quarter they had was pretty good, and have announced that they are raising prices. They are looking to add another private label machine and has also started another private label machine in Québec, which should improve margins. The knock against the company is that it is always next year’s story. 5% dividend yield.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$14.300
Owned
Unknown
COMMENT
COMMENT
June 13, 2017

The largest branded tissue manufacturer in Canada. Also, sells private label in the US. Trying to increase its private label exposure in the US and hopes to launch another tissue plant. These are all going to take time, money and effort. In the meantime, the stock has done absolutely nothing. On the flipside, you have a terrific dividend of almost 5%. They are investing for the future, which is not a bad thing. You are going to have to be patient. It is cheap on a valuation standpoint, but does have more debt than he would like.

KP Tissue Inc (KPT-T)
June 13, 2017

The largest branded tissue manufacturer in Canada. Also, sells private label in the US. Trying to increase its private label exposure in the US and hopes to launch another tissue plant. These are all going to take time, money and effort. In the meantime, the stock has done absolutely nothing. On the flipside, you have a terrific dividend of almost 5%. They are investing for the future, which is not a bad thing. You are going to have to be patient. It is cheap on a valuation standpoint, but does have more debt than he would like.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$15.190
Owned
Unknown
BUY
BUY
April 17, 2017

He has been continuing to buy this for new and existing customers. He has now reached the limit of his weighting. Only 15% of the company’s stock has been sold to shareholders. This is a well run product with very strong pricing power and a nice dividend. They are working through a lot of projects including one to get more sales to offices.

KP Tissue Inc (KPT-T)
April 17, 2017

He has been continuing to buy this for new and existing customers. He has now reached the limit of his weighting. Only 15% of the company’s stock has been sold to shareholders. This is a well run product with very strong pricing power and a nice dividend. They are working through a lot of projects including one to get more sales to offices.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$15.940
Owned
Yes
COMMENT
COMMENT
April 11, 2017

Produces personal paper products. A consumers staples name, so a bit on the premium valuation side, but deservedly so, because in a recessionary environment, people look at these types of stocks. Dividend yield of about 5%. He probably wouldn’t own this for anything other than the dividend. Growth is pretty slow.

KP Tissue Inc (KPT-T)
April 11, 2017

Produces personal paper products. A consumers staples name, so a bit on the premium valuation side, but deservedly so, because in a recessionary environment, people look at these types of stocks. Dividend yield of about 5%. He probably wouldn’t own this for anything other than the dividend. Growth is pretty slow.

Ryan Modesto
Managing Partner, 5i Research
Price
$15.780
Owned
No
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