KP Tissue Inc

KPT-T

Analysis and Opinions about KPT-T

Signal
Opinion
Expert
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.

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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.

BUY
BUY
March 1, 2017

This has branded tissue and toilet paper in Canada, and manufacture a private label in the US. A wonderful business. Last quarter was very good. They’ve finally been benefiting from raising prices, and pulp prices have held tight.

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KP Tissue Inc (KPT-T)
March 1, 2017

This has branded tissue and toilet paper in Canada, and manufacture a private label in the US. A wonderful business. Last quarter was very good. They’ve finally been benefiting from raising prices, and pulp prices have held tight.

COMMENT
COMMENT
December 20, 2016

Finally having a good year. It has been doing fine over time. Things that were headwinds for them are finally going to become tailwinds. The Cdn$ seems to have stabilized. They’ve been able to raise prices on their branded tissue and toilet paper. They are the #1 brand for toilet and tissue paper in Canada. Also sells private label tissue paper into the US through Walmart. The good news is that their private label manufacturing facility is sold out. They are planning to build a new facility, and if they do, they may have to do an equity and debt raise. If that goes through, it may increase the float and make the stock more attractive for institutional investors. Thinks it is worth $20 today and $22 if they get the go-ahead on the new facility.

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KP Tissue Inc (KPT-T)
December 20, 2016

Finally having a good year. It has been doing fine over time. Things that were headwinds for them are finally going to become tailwinds. The Cdn$ seems to have stabilized. They’ve been able to raise prices on their branded tissue and toilet paper. They are the #1 brand for toilet and tissue paper in Canada. Also sells private label tissue paper into the US through Walmart. The good news is that their private label manufacturing facility is sold out. They are planning to build a new facility, and if they do, they may have to do an equity and debt raise. If that goes through, it may increase the float and make the stock more attractive for institutional investors. Thinks it is worth $20 today and $22 if they get the go-ahead on the new facility.

COMMENT
COMMENT
November 25, 2016

Tissue products. A slow and steady type of name. Pays about a 5% dividend yield. This is probably just going to grow with GDP over the long-term, kind of a steady Eddie. OK, but not his favourite.

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KP Tissue Inc (KPT-T)
November 25, 2016

Tissue products. A slow and steady type of name. Pays about a 5% dividend yield. This is probably just going to grow with GDP over the long-term, kind of a steady Eddie. OK, but not his favourite.

COMMENT
COMMENT
November 3, 2016

This has underperformed. The biggest branded tissue and toilet paper in Canada. It got hurt by the rise in the US$, which hurt earnings, as well as the rise in commodity prices. Those things have turned around, and the company had a monster of a quarter, but the stock didn’t react as well today as he would have thought. He thinks FV is $16 a share. Pays a fantastic dividend. Smart management which is working on growing the business. Dividend yield of 5%+.

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KP Tissue Inc (KPT-T)
November 3, 2016

This has underperformed. The biggest branded tissue and toilet paper in Canada. It got hurt by the rise in the US$, which hurt earnings, as well as the rise in commodity prices. Those things have turned around, and the company had a monster of a quarter, but the stock didn’t react as well today as he would have thought. He thinks FV is $16 a share. Pays a fantastic dividend. Smart management which is working on growing the business. Dividend yield of 5%+.

HOLD
HOLD
September 30, 2016

He likes this company. It is a stable business. In a market where you are worried about stock valuation or not too comfortable with volatility, this is a decent name. He would own this more for the 5.3% dividend.

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KP Tissue Inc (KPT-T)
September 30, 2016

He likes this company. It is a stable business. In a market where you are worried about stock valuation or not too comfortable with volatility, this is a decent name. He would own this more for the 5.3% dividend.

DON'T BUY
DON'T BUY
September 9, 2016

(Market Call Minute.) Everybody likes their products. The problem is that the Krueger family doesn’t treat it like a public company, but treats it like it is still a private company. He likes to be where shareholders are treated better than that.

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KP Tissue Inc (KPT-T)
September 9, 2016

(Market Call Minute.) Everybody likes their products. The problem is that the Krueger family doesn’t treat it like a public company, but treats it like it is still a private company. He likes to be where shareholders are treated better than that.

DON'T BUY
DON'T BUY
July 25, 2016

(Market Call Minute) He likes the products but the family owns lots of other non-public companies and sometimes forget this one is public. He stays away.

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KP Tissue Inc (KPT-T)
July 25, 2016

(Market Call Minute) He likes the products but the family owns lots of other non-public companies and sometimes forget this one is public. He stays away.

COMMENT
COMMENT
March 2, 2016

When he bought his holdings, it was a much more competitive industry than what he had expected. The company had problems in getting their plant in Memphis Tennessee up and running and being as efficient as he had expected. This is now in that “show me” category. It is a good yield stock even if it doesn’t grow that much. He feels it is undervalued.

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KP Tissue Inc (KPT-T)
March 2, 2016

When he bought his holdings, it was a much more competitive industry than what he had expected. The company had problems in getting their plant in Memphis Tennessee up and running and being as efficient as he had expected. This is now in that “show me” category. It is a good yield stock even if it doesn’t grow that much. He feels it is undervalued.

DON'T BUY
DON'T BUY
February 2, 2016

The net trend in the last 6 months has clearly been down. He would want to see a break through the trend line at about $11.50 on some volume. At this point, you don’t buy a falling knife.

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KP Tissue Inc (KPT-T)
February 2, 2016

The net trend in the last 6 months has clearly been down. He would want to see a break through the trend line at about $11.50 on some volume. At this point, you don’t buy a falling knife.

BUY
BUY
January 28, 2016

Has a big holding in this. One reason the stock is down is that they buy a lot of pulp in US$s, which has impacted margins. The company continues to maintain the leading brands of tissue and toilet paper. Absurdly cheap in his opinion. Hopes management initiates a share buyback or something. Feels the dividend is more than fully protected and expects a better year in 2016. It could easily recover to the $14-$15 range. Hopefully, once the US$ starts to tail off and the Cdn$ starts to rise, we will see better stock prices in the future.

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KP Tissue Inc (KPT-T)
January 28, 2016

Has a big holding in this. One reason the stock is down is that they buy a lot of pulp in US$s, which has impacted margins. The company continues to maintain the leading brands of tissue and toilet paper. Absurdly cheap in his opinion. Hopes management initiates a share buyback or something. Feels the dividend is more than fully protected and expects a better year in 2016. It could easily recover to the $14-$15 range. Hopefully, once the US$ starts to tail off and the Cdn$ starts to rise, we will see better stock prices in the future.

DON'T BUY
DON'T BUY
January 25, 2016

He would be very careful. It is thinly traded. It is underperforming the market.

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KP Tissue Inc (KPT-T)
January 25, 2016

He would be very careful. It is thinly traded. It is underperforming the market.

HOLD
HOLD
January 5, 2016

Toilet paper is a necessity. It has a nice yield. They are expanding their capacity. It is a low margin business, but he feels he can do okay with this one.

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KP Tissue Inc (KPT-T)
January 5, 2016

Toilet paper is a necessity. It has a nice yield. They are expanding their capacity. It is a low margin business, but he feels he can do okay with this one.

HOLD
HOLD
November 23, 2015

The largest branded tissue paper maker in Canada. They also sell private label tissue in the US through Wal-Mart. You would think that it would be a no-brainer business, especially with the growing population. Doesn’t know why the stock has been under pressure. Generating a lot more free cash flow than what people expect, because a lot of their CapX is for growth CapX. Dividend is fully covered and it gives a nice yield. Thinks the stock is worth $16-$17 a share. He is just going to be patient.

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KP Tissue Inc (KPT-T)
November 23, 2015

The largest branded tissue paper maker in Canada. They also sell private label tissue in the US through Wal-Mart. You would think that it would be a no-brainer business, especially with the growing population. Doesn’t know why the stock has been under pressure. Generating a lot more free cash flow than what people expect, because a lot of their CapX is for growth CapX. Dividend is fully covered and it gives a nice yield. Thinks the stock is worth $16-$17 a share. He is just going to be patient.

TOP PICK
TOP PICK
October 14, 2015

This is Cashmere and Scotties. A similar company was bought for a lot more than it traded at recently. People are selling it because it went down.

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KP Tissue Inc (KPT-T)
October 14, 2015

This is Cashmere and Scotties. A similar company was bought for a lot more than it traded at recently. People are selling it because it went down.

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