AbitibiBowater Inc.

ABH-T

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about ABH-T

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 31, 2007
Pulp and Paper is a really beaten up sector, and you should be able to buy the bonds, but they aren't paying high enough esp with the Canadian dollar so high. Pulp and Paper is profitable in Brazil, just not here.
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Pulp and Paper is a really beaten up sector, and you should be able to buy the bonds, but they aren't paying high enough esp with the Canadian dollar so high. Pulp and Paper is profitable in Brazil, just not here.
COMMENT
COMMENT
May 18, 2007
Merging with Bowater (BOW-N). Both companies are having a lot of problems and losing money. Merger will do well. It's possible they could go bankrupt, but he is content to continue holding.
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Merging with Bowater (BOW-N). Both companies are having a lot of problems and losing money. Merger will do well. It's possible they could go bankrupt, but he is content to continue holding.
PAST TOP PICK
PAST TOP PICK
April 20, 2007
(A Top Pick Sept 14/06. Up 10%.) Merging with Bowater. It's going to be a long and complicated haul. Still likes.
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(A Top Pick Sept 14/06. Up 10%.) Merging with Bowater. It's going to be a long and complicated haul. Still likes.
BUY
BUY
April 19, 2007
Will be a much stronger company with the merger. There will be adjustments. Has a ways to go before all approvals are in place. Sector is way out of favour, which is why he likes it.
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Will be a much stronger company with the merger. There will be adjustments. Has a ways to go before all approvals are in place. Sector is way out of favour, which is why he likes it.
DON'T BUY
DON'T BUY
April 13, 2007
Everything is going their way right now, but there is too much risk. Has an enormous amount of debt.
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Everything is going their way right now, but there is too much risk. Has an enormous amount of debt.
COMMENT
COMMENT
March 29, 2007
Merging with Bowater (BOW-N). Tough industry and to survive, they have to get bigger in order to get costs down. We'll have big revenues and potential synergies of about $250 million. Doesn't like the sector.
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Merging with Bowater (BOW-N). Tough industry and to survive, they have to get bigger in order to get costs down. We'll have big revenues and potential synergies of about $250 million. Doesn't like the sector.
SELL
SELL
January 31, 2007
Has had a nice little pop here. Would take the money and run. #1, you've had a tremendous move in a very short period of time, #2 the two companies are going to have to face antitrust issues and #3 newsprint is a lousy business..
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Has had a nice little pop here. Would take the money and run. #1, you've had a tremendous move in a very short period of time, #2 the two companies are going to have to face antitrust issues and #3 newsprint is a lousy business..
COMMENT
COMMENT
January 29, 2007
Proposing to integrate with Bowater (BOW-N). Has been struggling for a long time and has had a heavy debt burden. This may result in a stronger company going forward.
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Proposing to integrate with Bowater (BOW-N). Has been struggling for a long time and has had a heavy debt burden. This may result in a stronger company going forward.
DON'T BUY
DON'T BUY
January 19, 2007
Very tough industry requiring a lot of capital expenditure for development of plants. Paper/forest industry was a disaster last year. Facing a lot of pressure.
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Very tough industry requiring a lot of capital expenditure for development of plants. Paper/forest industry was a disaster last year. Facing a lot of pressure.
COMMENT
COMMENT
January 17, 2007
Made a lower low in December than what it had in August. Looks like it is forming a base. Will it take out the high? If it does, there could be a structure of a bottom forming. There is a possible set up for a technical trade.
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Made a lower low in December than what it had in August. Looks like it is forming a base. Will it take out the high? If it does, there could be a structure of a bottom forming. There is a possible set up for a technical trade.
DON'T BUY
DON'T BUY
December 28, 2006
Owns the bonds rather than the stocks. Recovery could take longer than you think. Really cheap. It is the one the turn-around investors will start buying because it is the biggest and most liquid.
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AbitibiBowater Inc. (ABH-T)
December 28, 2006
Owns the bonds rather than the stocks. Recovery could take longer than you think. Really cheap. It is the one the turn-around investors will start buying because it is the biggest and most liquid.
SELL
SELL
December 27, 2006
Forest products is still a difficult place to be. Housing is slowing down. Newsprint is not great.
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AbitibiBowater Inc. (ABH-T)
December 27, 2006
Forest products is still a difficult place to be. Housing is slowing down. Newsprint is not great.
DON'T BUY
DON'T BUY
December 22, 2006
The paper market (forestry) is where you should find the bear market (deals) right now. However, the paper market keeps grinding down. Got hit with the rising Canadian dollar, higher electricity costs, etc. which makes him nervous. He can’t see visibility a few years out.
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AbitibiBowater Inc. (ABH-T)
December 22, 2006
The paper market (forestry) is where you should find the bear market (deals) right now. However, the paper market keeps grinding down. Got hit with the rising Canadian dollar, higher electricity costs, etc. which makes him nervous. He can’t see visibility a few years out.
BUY
BUY
November 27, 2006
Started looking at this. Has a market cap of about $1.2 billion. Have power assets that are generating 544 megawatts which would be worth around $1 billion.
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AbitibiBowater Inc. (ABH-T)
November 27, 2006
Started looking at this. Has a market cap of about $1.2 billion. Have power assets that are generating 544 megawatts which would be worth around $1 billion.
COMMENT
COMMENT
November 23, 2006
A bit of a teaser. Trading at an exceptionally low price. Struggling, but has terrific assets. Canadian dollar is coming down. Speculative. An alternative might be Canfor (CFP-T).
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AbitibiBowater Inc. (ABH-T)
November 23, 2006
A bit of a teaser. Trading at an exceptionally low price. Struggling, but has terrific assets. Canadian dollar is coming down. Speculative. An alternative might be Canfor (CFP-T).
Showing 16 to 30 of 172 entries