KP Tissue Inc

KPT-T

Analysis and Opinions about KPT-T

Signal
Opinion
Expert
HOLD
HOLD
September 3, 2015

Fundamentals have improved a lot since they went public. They sell branded tissue in Canada and private label tissue in the US. They have clearly laid out a roadmap of how their growth is going to happen and have delivered on that. Pays a very nice dividend. Got hurt by a rising US$ and input pricing. Better times are ahead. An excellent dividend which is fully covered. Expects that in the next 1-2 years, the company will be flush with cash and will either increase the dividends or launch another manufacturing plant to get a bigger share in the US. Dividend yield of 5%.

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KP Tissue Inc (KPT-T)
September 3, 2015

Fundamentals have improved a lot since they went public. They sell branded tissue in Canada and private label tissue in the US. They have clearly laid out a roadmap of how their growth is going to happen and have delivered on that. Pays a very nice dividend. Got hurt by a rising US$ and input pricing. Better times are ahead. An excellent dividend which is fully covered. Expects that in the next 1-2 years, the company will be flush with cash and will either increase the dividends or launch another manufacturing plant to get a bigger share in the US. Dividend yield of 5%.

COMMENT
COMMENT
July 21, 2015

Has underperformed. Thought they had a pretty good 1st quarter. The big issue is that they buy pulp in US dollars, the Cdn$ continues to go down and the input costs continue to go higher. Tried to offset this by raising prices, so we are not going to see the effect of this until the2nd, 3rd and 4th quarters. Pays a very nice dividend. The new plant in the US will be used to sell private label tissues to Wal-Mart (WMT-N) and have guided that by 2017 it will be filled up. They are actually looking to open up another plant, because capacity and demand is growing. He sees the potential for a dividend increase next year.

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KP Tissue Inc (KPT-T)
July 21, 2015

Has underperformed. Thought they had a pretty good 1st quarter. The big issue is that they buy pulp in US dollars, the Cdn$ continues to go down and the input costs continue to go higher. Tried to offset this by raising prices, so we are not going to see the effect of this until the2nd, 3rd and 4th quarters. Pays a very nice dividend. The new plant in the US will be used to sell private label tissues to Wal-Mart (WMT-N) and have guided that by 2017 it will be filled up. They are actually looking to open up another plant, because capacity and demand is growing. He sees the potential for a dividend increase next year.

PAST TOP PICK
PAST TOP PICK
May 7, 2015

(Top Pick May 21/14, Up 12.27%) It has not lived up to his expectations. It was one thing after another. They buy all their commodity in US$ and pay with Canadian dollars and this hurt their margins. This one is for patient investors. He expects a dividend increase next year or the year after.

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(Top Pick May 21/14, Up 12.27%) It has not lived up to his expectations. It was one thing after another. They buy all their commodity in US$ and pay with Canadian dollars and this hurt their margins. This one is for patient investors. He expects a dividend increase next year or the year after.

COMMENT
COMMENT
April 20, 2015

Has been no oomph in the stock and has been disappointing to investors. Launched a new manufacturing facility to try and get more private label toilet paper and tissues into the US via Wal-Mart (WMT-N). They are slowly, but surely, filling the pipeline, and earnings are going to grow. Respectable dividend of 4.45%. Valuation is very attractive. He is hoping that 2016 is going to be the break out year for this. You are getting paid to wait.

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KP Tissue Inc (KPT-T)
April 20, 2015

Has been no oomph in the stock and has been disappointing to investors. Launched a new manufacturing facility to try and get more private label toilet paper and tissues into the US via Wal-Mart (WMT-N). They are slowly, but surely, filling the pipeline, and earnings are going to grow. Respectable dividend of 4.45%. Valuation is very attractive. He is hoping that 2016 is going to be the break out year for this. You are getting paid to wait.

BUY
BUY
March 24, 2015

Makes toilet paper. Demand is not going away. The stock is not a huge trader, never put in a market order. He likes the company’s long term prospect. This is a competitive industry, but the dividend is good and he thinks you can make money on this.

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KP Tissue Inc (KPT-T)
March 24, 2015

Makes toilet paper. Demand is not going away. The stock is not a huge trader, never put in a market order. He likes the company’s long term prospect. This is a competitive industry, but the dividend is good and he thinks you can make money on this.

BUY
BUY
October 15, 2014

Stock has underperformed, but pays a big, fat dividend. This is a branded toilet paper under the Cashmere brand in Canada, as well as private label brands in the US. Had a lousy year due to rising energy prices and pulp. It looks like things are reversing.

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KP Tissue Inc (KPT-T)
October 15, 2014

Stock has underperformed, but pays a big, fat dividend. This is a branded toilet paper under the Cashmere brand in Canada, as well as private label brands in the US. Had a lousy year due to rising energy prices and pulp. It looks like things are reversing.

BUY
BUY
September 18, 2014

Ran into higher costs that all hit them at the same time. Input prices and product prices both rise and fall frequently. These guys are more worried about the next 5 years. They have a great relationship with Wal-Mart. They need to create more supply. Dividend should go higher next year. Great dividend.

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KP Tissue Inc (KPT-T)
September 18, 2014

Ran into higher costs that all hit them at the same time. Input prices and product prices both rise and fall frequently. These guys are more worried about the next 5 years. They have a great relationship with Wal-Mart. They need to create more supply. Dividend should go higher next year. Great dividend.

COMMENT
COMMENT
August 5, 2014

(Market Call Minute.) Very pleased with the recovery in the stock in the past month and thinks there is still a lot more room for this to go higher.

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KP Tissue Inc (KPT-T)
August 5, 2014

(Market Call Minute.) Very pleased with the recovery in the stock in the past month and thinks there is still a lot more room for this to go higher.

BUY
BUY
July 14, 2014

Makes toilet paper. If there is ever a staple product that is not going to go out of business, toilet paper is going to be high on that list. Company commissioned a giant new plant in Tennessee, and is now coming up to full operation and what is expected in terms of margin. He expects to see free cash flow expand. Has a good yield 4.5%, which he expects to continue going forward.

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KP Tissue Inc (KPT-T)
July 14, 2014

Makes toilet paper. If there is ever a staple product that is not going to go out of business, toilet paper is going to be high on that list. Company commissioned a giant new plant in Tennessee, and is now coming up to full operation and what is expected in terms of margin. He expects to see free cash flow expand. Has a good yield 4.5%, which he expects to continue going forward.

PAST TOP PICK
PAST TOP PICK
July 3, 2014

(A Top Pick July 3/13. Down 0.32%.) Loves this company. Branded toilet paper and tissue company under the Cashmere brands. #1 leading market share in Canada. Has not gone anywhere, because energy and pulp prices have gone up. Also, has spent a lot of money building a new plant to get more exposure to Wal-Mart (WMT-N), but it hasn’t delivered the profits yet.

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(A Top Pick July 3/13. Down 0.32%.) Loves this company. Branded toilet paper and tissue company under the Cashmere brands. #1 leading market share in Canada. Has not gone anywhere, because energy and pulp prices have gone up. Also, has spent a lot of money building a new plant to get more exposure to Wal-Mart (WMT-N), but it hasn’t delivered the profits yet.

TOP PICK
TOP PICK
May 21, 2014

A terrific business to be in. Long-term, predictable revenue stream. Company has been slammed by higher input costs and misunderstood structure. At the end of the day, this has top quality toilet paper and is growing into the US. Dividend of 4.83% is totally safe. The major CapX spending is now over. He expects a dividend increase by the end of the year.

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A terrific business to be in. Long-term, predictable revenue stream. Company has been slammed by higher input costs and misunderstood structure. At the end of the day, this has top quality toilet paper and is growing into the US. Dividend of 4.83% is totally safe. The major CapX spending is now over. He expects a dividend increase by the end of the year.

BUY
BUY
March 27, 2014

This stock has not worked out. It was a recent IPO in 2012-2013. Have been hit by a number of items such as higher pulp prices and higher energy prices. Thinks this is about to reverse coming into 2014. An interesting structure because it is not a company that owns a 15% interest in an operating company and some people are afraid of that structure. Pays a lovely dividend. Sees EBITDA rising over the next couple of years.

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KP Tissue Inc (KPT-T)
March 27, 2014

This stock has not worked out. It was a recent IPO in 2012-2013. Have been hit by a number of items such as higher pulp prices and higher energy prices. Thinks this is about to reverse coming into 2014. An interesting structure because it is not a company that owns a 15% interest in an operating company and some people are afraid of that structure. Pays a lovely dividend. Sees EBITDA rising over the next couple of years.

DON'T BUY
DON'T BUY
December 31, 2013

Does not see a compelling reason from the chart to buy it. 4.2% is a rather high yield for this stock.

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KP Tissue Inc (KPT-T)
December 31, 2013

Does not see a compelling reason from the chart to buy it. 4.2% is a rather high yield for this stock.

STRONG BUY
STRONG BUY
November 28, 2013

#1 branded toilet paper in Canada and there won’t be a lot of technologies that can displace this kind of business. They are spending money for the future. Trying to institute a new project in the US to get more private-label demand. Signing up contracts and doing is slowly over time, which is depressing earnings right now. Trading at 25% discount to a Kimberly-Clark (KMB-N). 4.2% yield which he thinks will increase by the end of 2014.

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KP Tissue Inc (KPT-T)
November 28, 2013

#1 branded toilet paper in Canada and there won’t be a lot of technologies that can displace this kind of business. They are spending money for the future. Trying to institute a new project in the US to get more private-label demand. Signing up contracts and doing is slowly over time, which is depressing earnings right now. Trading at 25% discount to a Kimberly-Clark (KMB-N). 4.2% yield which he thinks will increase by the end of 2014.

TOP PICK
TOP PICK
July 3, 2013

Toilet paper, tissue paper, etc. This was a recent IPO. They have branded names such as Cashmere, Sponge Towel, etc. Have a nice relationship with Wal-Mart (WMT-N). Built a brand-new machine that will hopefully get more private-label business. At some point in time, the market will recognize that this is a nice stable, defensive product with a lovely dividend yield of 4.38%. Expects the dividend will be increased 3%-5% a year starting next year. Feels the valuation is worth $20-$25 a share.

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Toilet paper, tissue paper, etc. This was a recent IPO. They have branded names such as Cashmere, Sponge Towel, etc. Have a nice relationship with Wal-Mart (WMT-N). Built a brand-new machine that will hopefully get more private-label business. At some point in time, the market will recognize that this is a nice stable, defensive product with a lovely dividend yield of 4.38%. Expects the dividend will be increased 3%-5% a year starting next year. Feels the valuation is worth $20-$25 a share.

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