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    1. Narrow-Moat Bemis Is Slowly Heading in the Right Direction; Maintaining $49 Fair Value Estimate


      Thu, 29 Jan 2015

      After reviewing Bemis ' fourth-quarter and full-year results ..... should be a longer-term tailwind for Bemis , since it has an advantage in manufacturing ..... freshness and shelf life. Our forecast assumes Bemis can achieve 11% operating margins in this

    2. Increasing Narrow-Moat Bemis' Fair Value Estimate to $49 Per Share; Strong Dividend Growth Potential


      Thu, 11 Dec 2014

      increasing our fair value estimate for Bemis to $49 per share from $38 per share ..... intact. Over the last five years, Bemis shares have underperformed the S ..... We think that much of what plagued Bemis over the last five years, however

    3. Narrow-Moat Bemis Names New CFO; We Expect More Acquisition Activity Starting in 2015


      Thu, 4 Dec 2014

      On Thursday, Bemis named Michael B. Clauer as CFO, filling ..... vacant for just over a year. Before joining Bemis , Clauer served as CFO at privately held ..... acquisitions while serving as BWAY's CFO. As Bemis looks to increase its acquisition activity

    4. Avery Dennison Posts Steady 3Q, but Competition in Labels Should Intensify in the Coming Years


      Fri, 24 Oct 2014

      little more innovation competition from UPM (Raflatac) and Bemis ' soon-to-be-sold to private equity MACtac business. In recent years, both UPM and Bemis had underinvested in their labels businesses due to large

    5. Narrow-Moat Bemis Hopes Realigned Financial Incentives Will Help Drive Better Returns


      Thu, 23 Oct 2014

      After reviewing Bemis ' third-quarter earnings, we are maintaining ..... marked a number of important changes at Bemis , with the pressure-sensitive materials ..... per share. In addition, he hinted that Bemis will consider more M&A opportunities

    6. Bemis Finally Exits Label Business; Now Fully Focused on Flexible Packaging


      Mon, 8 Sep 2014

      On Monday, Bemis announced that it has reached an agreement ..... segment accounted for just over 10% of Bemis ' revenue and adjusted operating profit. The PSM business has long been a thorn in Bemis ' side. In 2002, Bemis tried to sell the

    7. Bemis Makes Immediate CEO Change; We Are Maintaining Our Fair Value Estimate


      Fri, 8 Aug 2014

      Bemis announced late Aug. 7 that Chief Operating ..... March 2010 and a large restructuring program. Bemis shares have lagged the S&P 500 by 30 percentage ..... This is the second major executive change at Bemis in the last nine months. Scott Ullem served

    8. Weak U.S. Consumer Demand Weighs on Avery Dennison's Second Quarter


      Fri, 25 Jul 2014

      for 80% of segment sales grew midsingle digits, while graphics PSM posted low-double-digit growth. PSM competitor Bemis also reported double-digit volume growth in graphic products, so it's unclear whether Avery is taking significant share

    9. Growth Remains Elusive for Narrow-Moat Bemis ; Maintaining Our Fair Value Estimate


      Thu, 24 Jul 2014

      After reviewing Bemis ' second-quarter results, we are maintaining ..... paper packaging business. To its credit, Bemis posted a 40-basis-point year-over ..... Top-line growth remains elusive for Bemis , with all three divisions posting organic

    10. Increasing Narrow-Moat Bemis' Fair Value Estimate to $38 Per Share


      Mon, 5 May 2014

      We are increasing Bemis ' fair value estimate to $38 from $35 per share because of a slightly ..... grade balance sheet. We're still not particularly enthusiastic about Bemis ' medium-term growth prospects and consider the stock moderately overvalued

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