Intertape Polymer Group

ITP-T

TSE:ITP

12.40
0.02 (0.16%)
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 ...
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Analysis and Opinions about ITP-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
June 12, 2009
(A Top Pick July 4/08. Down 66.09%.) Still on his Buy list. Has recovered and insiders have been doing a lot of buying. Tied into housing and the aviation industry. Cut a number of employees in December and also took wage cuts. Streamlined operations. Refinanced debt. Clean balance sheet.
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(A Top Pick July 4/08. Down 66.09%.) Still on his Buy list. Has recovered and insiders have been doing a lot of buying. Tied into housing and the aviation industry. Cut a number of employees in December and also took wage cuts. Streamlined operations. Refinanced debt. Clean balance sheet.
BUY
BUY
March 12, 2009
Deals with tape, housing and airline industry. Refinanced their debt last fall so there shouldn't be a problem with this. Have cut back on staff. New products should create revenues. Could be a 10 bagger.
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Deals with tape, housing and airline industry. Refinanced their debt last fall so there shouldn't be a problem with this. Have cut back on staff. New products should create revenues. Could be a 10 bagger.
TOP PICK
TOP PICK
September 15, 2008
Had not made money since 2005 but has finally started to turn a profit. Into tape, film, housing and airlines area. Management has started to pare down debt. Wouldn't surprise him that it gets turned around and then sold at $15 plus. This could take years.
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Had not made money since 2005 but has finally started to turn a profit. Into tape, film, housing and airlines area. Management has started to pare down debt. Wouldn't surprise him that it gets turned around and then sold at $15 plus. This could take years.
TOP PICK
TOP PICK
July 4, 2008
Old management took on a lot of debt. Management changed but old management came back, which made a lot of sense. Revenues of about $750 million. Looking to cut debt load and costs. Takeover offer of about $4.65 last year. Good long term track record. Caveat: Provide a lot of tape to the housing industry.
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Old management took on a lot of debt. Management changed but old management came back, which made a lot of sense. Revenues of about $750 million. Looking to cut debt load and costs. Takeover offer of about $4.65 last year. Good long term track record. Caveat: Provide a lot of tape to the housing industry.
PAST TOP PICK
PAST TOP PICK
April 25, 2005

(Top Short Feb 2/05. Down 4.5%.) It should be a lot lower, but they found some institutions to do an underwriting. Facing higher resin costs. Not effecient. ROE is low. Has a ton of good will. Take write downs every single quarter.

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(Top Short Feb 2/05. Down 4.5%.) It should be a lot lower, but they found some institutions to do an underwriting. Facing higher resin costs. Not effecient. ROE is low. Has a ton of good will. Take write downs every single quarter.

TOP PICK
TOP PICK
February 2, 2005
Top Short Doesn't short stocks in the fund. They buy resins and ethylene/plastic prices are going through the roof. Thinks they are going to get hurt significantly.
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Top Short Doesn't short stocks in the fund. They buy resins and ethylene/plastic prices are going through the roof. Thinks they are going to get hurt significantly.
DON'T BUY
DON'T BUY
July 8, 2004
Not a fan of the management team. Have restructured their debt which will hurt earnings in the short term, but will save the company. Prefers others.
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Not a fan of the management team. Have restructured their debt which will hurt earnings in the short term, but will save the company. Prefers others.
BUY
BUY
April 27, 2004
Cyclical with the construction business. Should do very well. The recent price drop is a good entry point for a fairly expensive stock.
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Cyclical with the construction business. Should do very well. The recent price drop is a good entry point for a fairly expensive stock.
PAST TOP PICK
PAST TOP PICK
November 17, 2003

(Top Short Sept 12/03. Up 9.66/12.74.) Didn’t work out. Still feels that it’s grossly over priced.

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(Top Short Sept 12/03. Up 9.66/12.74.) Didn’t work out. Still feels that it’s grossly over priced.

TOP PICK
TOP PICK
September 12, 2003
Top Short Stock has gone from $4 to $10 and doesn't think there is anything there. Feels the earnings are overstated. No generation of free cash flow. They are in trouble with the banks.
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Top Short Stock has gone from $4 to $10 and doesn't think there is anything there. Feels the earnings are overstated. No generation of free cash flow. They are in trouble with the banks.
WEAK BUY
WEAK BUY
May 12, 2003
Had some big problems. Violated their debt covenance but seems to have skated on side. Will turn it around. Very risky.
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Had some big problems. Violated their debt covenance but seems to have skated on side. Will turn it around. Very risky.
DON'T BUY
DON'T BUY
Economically sensitive.
Showing 121 to 132 of 132 entries