Intertape Polymer Group (ITP-T) Stock Predictions - Stockchase
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112
Intertape Polymer Group (ITP-T)

ON STOCKCHASE SINCE Nov 2001

packaging/containers

Intertape Polymer Group Intertape Polymer Group
ITP-T

48 112
packaging/containers

Intertape Polymer Group (ITP-T) SAVE

18.65

0.26 (1.41%)

Aug, 17, 2018, 12:00 am

OPINIONS

About Intertape Polymer Group (ITP-T)

Intertape Polymer Group Inc. is a packaging products and systems company which supplies retailers and manufacturers, based in Montreal and Sarasota, Florida, with 17 locations, 12 manufacturing locations ... More at Wikipedia

What the experts are saying about ITP-T



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Signal Opinion Expert
TOP PICK

It has been under loved over the last year to a year and half.  Their last earnings were a little light due to margin compression.  Overall it is a good company.  He expects more acquisitions this year.  He thinks their earnings will start to move forward.  It is a good value opportunity.  (Analysts’ target: $23.00).

packaging/containers

It has been under loved over the last year to a year and half.  Their last earnings were a little light due to margin compression.  Overall it is a good company.  He expects more acquisitions this year.  He thinks their earnings will start to move forward.  It is a good value opportunity.  (Analysts’ target: $23.00).

packaging/containers
Cole Kachur

Senior Wea, ScotiaWealth Managem...

Price Price
$17.790
Owned Owned
Yes

WATCH

It is in the packaging space.  They just acquired a packaging company.  The stock has weakened recently because of input cost pressures and a facility in South Carolina that gave them some issues.  They trade at a fairly low multiple compared to peers.  He is doing some homework on this one because it could be a potential buying opportunity.

packaging/containers

It is in the packaging space.  They just acquired a packaging company.  The stock has weakened recently because of input cost pressures and a facility in South Carolina that gave them some issues.  They trade at a fairly low multiple compared to peers.  He is doing some homework on this one because it could be a potential buying opportunity.

packaging/containers
Colin Stewart

CEO & Port, JC Clark Investments...

Price Price
$16.850
Owned Owned
No

PAST TOP PICK

(A Top Pick July 6/17 - Down 30%.) Has not done as he expected to do. The story is that they built new facilities and expand in new areas. But they ran into some problems. The execution hasn’t been as good as he hoped for. Eventually he thinks it will work out, but it is taking longer than expected. He thinks the yield is safe. 

packaging/containers

(A Top Pick July 6/17 - Down 30%.) Has not done as he expected to do. The story is that they built new facilities and expand in new areas. But they ran into some problems. The execution hasn’t been as good as he hoped for. Eventually he thinks it will work out, but it is taking longer than expected. He thinks the yield is safe. 

packaging/containers
Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$17.340
Owned Owned
Yes

BUY

They aim to be a global leader in packaging. They should benefit from e-commerce which needs boxes. They are busy building plants to meet expected demand, but it's eating their cash flow. A concern is that they buy a lot of chemicals that are made from oil (and oil prices are rising). It trades at a big discount vs. its peers. He's been buying this and expects it to return to the $20's.

packaging/containers

They aim to be a global leader in packaging. They should benefit from e-commerce which needs boxes. They are busy building plants to meet expected demand, but it's eating their cash flow. A concern is that they buy a lot of chemicals that are made from oil (and oil prices are rising). It trades at a big discount vs. its peers. He's been buying this and expects it to return to the $20's.

packaging/containers
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$17.500
Owned Owned
Yes

BUY on WEAKNESS

This stock benefited from a run out of commodities a few years ago.  There was an uptake in the success of Amazon and Google with the rise in consumer shipping.  It has become too expensive now and he thinks it is not going anywhere – up or down.  He would not be a buyer at these levels.  He would want to see the yield back above 3.5% before re-entering.    

packaging/containers

This stock benefited from a run out of commodities a few years ago.  There was an uptake in the success of Amazon and Google with the rise in consumer shipping.  It has become too expensive now and he thinks it is not going anywhere – up or down.  He would not be a buyer at these levels.  He would want to see the yield back above 3.5% before re-entering.    

packaging/containers
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$17.710
Owned Owned
No

COMMENT

It's been in a range spanning $3 that it needs to hold longer. He wants to see it break higher. It's trying to consolidate, which is good.

packaging/containers

It's been in a range spanning $3 that it needs to hold longer. He wants to see it break higher. It's trying to consolidate, which is good.

packaging/containers
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$17.860
Owned Owned
Unknown

WATCH

He's watching this. Packagaing companeis are doing well. It's come off recently, but ITP needs to see it sink further before he buys it. 13x forward earnings.

packaging/containers

He's watching this. Packagaing companeis are doing well. It's come off recently, but ITP needs to see it sink further before he buys it. 13x forward earnings.

packaging/containers
Ryan Bushell

President, Newhaven Asset Manag...

Price Price
$19.150
Owned Owned
No

PAST TOP PICK

(A Past Top Pick on April 17, 2017, Down 14%) Had a rough year, though Q# and Q4 earnings were good. They gave guidance for 10% revenue growth and 15% earnings growth in 2018. They have a 5-7-year plan to double earnings and are doing acqusitions to achieve this. Lots of free cash flow with a decent yield. They make tapes that bind packages for the thriving e-commerce space. 

packaging/containers

(A Past Top Pick on April 17, 2017, Down 14%) Had a rough year, though Q# and Q4 earnings were good. They gave guidance for 10% revenue growth and 15% earnings growth in 2018. They have a 5-7-year plan to double earnings and are doing acqusitions to achieve this. Lots of free cash flow with a decent yield. They make tapes that bind packages for the thriving e-commerce space. 

packaging/containers
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$19.650
Owned Owned
Yes

PAST TOP PICK

(A Top Pick March 20/17, Down 3%) Some plants were flooded. They were also hit by industry-wide input costs. They continue to make accretive acquisitions. He sees upside and still has faith in it. Safe dividend of 3.5% and will even grow.

 

packaging/containers

(A Top Pick March 20/17, Down 3%) Some plants were flooded. They were also hit by industry-wide input costs. They continue to make accretive acquisitions. He sees upside and still has faith in it. Safe dividend of 3.5% and will even grow.

 

packaging/containers
Jim Huang

President, T.I.P. Wealth Manage...

Price Price
$20.520
Owned Owned
Yes

PAST TOP PICK

(A Top Pick April 17/17 - Down 12.5%.) He thought it was a no-brainer idea. The company benefits from e-commerce. They make the water activated tape and things that boxes use. Biggest customer is Amazon. They made a number of acquisitions recently and some are not working as they should. Maybe the market is punishing them for that. He thinks longer term is going to do OK. Valuation is reasonable. 

packaging/containers

(A Top Pick April 17/17 - Down 12.5%.) He thought it was a no-brainer idea. The company benefits from e-commerce. They make the water activated tape and things that boxes use. Biggest customer is Amazon. They made a number of acquisitions recently and some are not working as they should. Maybe the market is punishing them for that. He thinks longer term is going to do OK. Valuation is reasonable. 

packaging/containers
Barry Schwartz

CIO & Port, Baskin Wealth Manage...

Price Price
$20.630
Owned Owned
Yes

COMMENT

A great little company that basically operates in an oligopoly with 3M's Scotch tape. With the move of Amazon and all the shipping, the amount of tape being sold is increasing. Instead of shipping in containers, stores are now shipping in small packages. A fine little growth company and has good management.

packaging/containers

A great little company that basically operates in an oligopoly with 3M's Scotch tape. With the move of Amazon and all the shipping, the amount of tape being sold is increasing. Instead of shipping in containers, stores are now shipping in small packages. A fine little growth company and has good management.

packaging/containers
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$22.530
Owned Owned
Yes

BUY
Intertape Polymer Group(ITP-T) 

December 11, 2017

He has been looking at it carefully and almost pulling the trigger.  Management has been making some good moves.  They are launching new facilities and profits have to kick in.  It is probably not a bad price right now.  The last results were pretty good.  They are a well managed company and the dividend is safe.

packaging/containers

He has been looking at it carefully and almost pulling the trigger.  Management has been making some good moves.  They are launching new facilities and profits have to kick in.  It is probably not a bad price right now.  The last results were pretty good.  They are a well managed company and the dividend is safe.

packaging/containers
Stephen Takacsy

Chief Inve, Lester Asset Managem...

Price Price
$21.110
Owned Owned
No

COMMENT
Intertape Polymer Group(ITP-T) 

November 29, 2017

He really likes management. The dividend is safe. This business grows at about GDP. If they are able to create low cost capacity, they may be able to increase their market share slightly, but the free cash flow yield on this is relatively high. To him, the right price is below $20.

packaging/containers

He really likes management. The dividend is safe. This business grows at about GDP. If they are able to create low cost capacity, they may be able to increase their market share slightly, but the free cash flow yield on this is relatively high. To him, the right price is below $20.

packaging/containers
Andy Nasr

VP & Inves, Sentry Investments...

Price Price
$21.570
Owned Owned
No

WATCH
Intertape Polymer Group(ITP-T) 

November 16, 2017

It is a well run company.  They had a hiccup with one of their plants.  At some point the dividend will go up.  He likes the management team.

packaging/containers

It is a well run company.  They had a hiccup with one of their plants.  At some point the dividend will go up.  He likes the management team.

packaging/containers
Fabrice Taylor

Publisher, The President's Club...

Price Price
$20.600
Owned Owned
No

COMMENT

A very established company. It’s been around forever. Bought it years ago at about $3-$4, and ran it up to about $20. He likes management. Has zero interest in it now. Almost everything he buys is under $10.

packaging/containers

A very established company. It’s been around forever. Bought it years ago at about $3-$4, and ran it up to about $20. He likes management. Has zero interest in it now. Almost everything he buys is under $10.

packaging/containers
Benj Gallander

President, Contra the Heard Inv...

Price Price
$18.550
Owned Owned
No

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