International Paper Co

IP-N

Analysis and Opinions about IP-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
September 18, 2018

He is neutral on this. The company has transformed its business over the last 20 years from printing newspapers to making cardboard boxes. This is both, a great growth industry and a very mature industry. The company sells at 15x earnings, which is a relatively high multiple for a mature business. International Paper is the leader in the industry, so the company is safe, but it will probably just continue to plug along. He would look elsewhere for an opportunity.

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International Paper Co (IP-N)
September 18, 2018

He is neutral on this. The company has transformed its business over the last 20 years from printing newspapers to making cardboard boxes. This is both, a great growth industry and a very mature industry. The company sells at 15x earnings, which is a relatively high multiple for a mature business. International Paper is the leader in the industry, so the company is safe, but it will probably just continue to plug along. He would look elsewhere for an opportunity.

COMMENT
COMMENT
July 24, 2018

Over the past 10-15 years, they've re-focused from paper-based to cardboard-based shipments. They're likely struggling with paper industry issues--China is a disruptor by sucking up the used paper in the States then re-processing it. The high American dollar doesn't help. It's a well-managed company.

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Over the past 10-15 years, they've re-focused from paper-based to cardboard-based shipments. They're likely struggling with paper industry issues--China is a disruptor by sucking up the used paper in the States then re-processing it. The high American dollar doesn't help. It's a well-managed company.

COMMENT
COMMENT
October 26, 2017

You have the declining paper sales. People are using iPads, and don’t need paper. On the other hand, they make packaging, and sales are going up because of Amazon (AMZN-Q) and e-commerce. Looking at earnings and free cash flow, it looks like their growth from packaging is beating out the loss of revenues from paper. You also get a nice dividend of 3.3%.

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You have the declining paper sales. People are using iPads, and don’t need paper. On the other hand, they make packaging, and sales are going up because of Amazon (AMZN-Q) and e-commerce. Looking at earnings and free cash flow, it looks like their growth from packaging is beating out the loss of revenues from paper. You also get a nice dividend of 3.3%.

WEAK BUY
WEAK BUY
September 21, 2017

We are in a process of reflating the system and materials are behaving quite well. Breadth is expanding and momentum is improving. He owns another. This one does look good and pricing is firm. They should continue to do well. He really likes the timber companies, though.

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International Paper Co (IP-N)
September 21, 2017

We are in a process of reflating the system and materials are behaving quite well. Breadth is expanding and momentum is improving. He owns another. This one does look good and pricing is firm. They should continue to do well. He really likes the timber companies, though.

STRONG BUY
STRONG BUY
June 5, 2017

He like this and the sector. How do we get everything we buy on Amazon? It comes in packages which are made from paper. The companies that get involved will do well. He loves it.

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He like this and the sector. How do we get everything we buy on Amazon? It comes in packages which are made from paper. The companies that get involved will do well. He loves it.

PAST TOP PICK
PAST TOP PICK
October 24, 2016

(Top Pick Jul 2/14, Up 2.98%) They have been suffering from the strong dollar. In the future you will see better comps and better balance sheet strength. You are starting to see slow growth.

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(Top Pick Jul 2/14, Up 2.98%) They have been suffering from the strong dollar. In the future you will see better comps and better balance sheet strength. You are starting to see slow growth.

DON'T BUY
DON'T BUY
January 4, 2016

It is struggling a bit on global demand dropping and the US$ becoming so strong. The US$ may be rolling over and that would help, but he would not be going out buying the stock. He prefers Canadian paper companies.

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It is struggling a bit on global demand dropping and the US$ becoming so strong. The US$ may be rolling over and that would help, but he would not be going out buying the stock. He prefers Canadian paper companies.

TOP PICK
TOP PICK
July 2, 2014

A great, deep value play. You get paid to wait with a sustainable dividend. This is a favourable entry point. Strong management team. Yield of 2.8%.

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A great, deep value play. You get paid to wait with a sustainable dividend. This is a favourable entry point. Strong management team. Yield of 2.8%.

SELL
SELL
January 23, 2014

Of all commodities, he does like some of the forest stocks on the lumber side. There has been no additional capacity come to market. Would prefer to focus on Canadian lumber companies such as Canfor (CFP-T) or Western Forest (WEF-T), which really benefit from the weakening Canadian dollar.

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Of all commodities, he does like some of the forest stocks on the lumber side. There has been no additional capacity come to market. Would prefer to focus on Canadian lumber companies such as Canfor (CFP-T) or Western Forest (WEF-T), which really benefit from the weakening Canadian dollar.

TOP PICK
TOP PICK
November 5, 2004
Interested in companies that are high quality and have struggled. Valuation is pretty good. Good dividend yield.
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Interested in companies that are high quality and have struggled. Valuation is pretty good. Good dividend yield.
TOP PICK
TOP PICK
February 15, 2002
Just broke out of a trading range and could go a long way.
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Just broke out of a trading range and could go a long way.
DON'T BUY
DON'T BUY
November 8, 2001
Solid company. Not a popular sector now.
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Solid company. Not a popular sector now.
BUY
BUY
June 12, 2001
Good time to get in. Cyclical. Not a long time hold.
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Good time to get in. Cyclical. Not a long time hold.
Showing 1 to 13 of 13 entries
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International Paper Co(IP-N) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for International Paper Co is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

International Paper Co(IP-N) Frequently Asked Questions

What is International Paper Co stock symbol?

International Paper Co is a American stock, trading under the symbol IP-N on the New York Stock Exchange (IP). It is usually referred to as NYSE:IP or IP-N

Is International Paper Co a buy or a sell?

In the last year, there was no coverage of International Paper Co published on Stockchase.

Is International Paper Co a good investment or a top pick?

International Paper Co was recommended as a Top Pick by Bruce Murray on 2018-09-18. Read the latest stock experts ratings for International Paper Co.

Why is International Paper Co stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is International Paper Co worth watching?

In the last year, there was no coverage of International Paper Co published on Stockchase.

What is International Paper Co stock price?

On 2020-02-21, International Paper Co (IP-N) stock closed at a price of $43.27.