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    1. IP Changes Its Tune on MLP Potential, Will Request a Private Letter Ruling from the IRS

      Commentary

      Tue, 4 Nov 2014

      After reviewing International Paper 's third-quarter results ..... partnership structure for International Paper 's virgin fiber-based ..... containerboard producers, including International Paper , move forward with an MLP

    2. PCA Management Is Excited About MLP Potential, but We're Not Convinced the IRS Will Allow It

      Commentary

      Tue, 21 Oct 2014

      comments in Tuesday's conference call were the most optimistic on MLP conversion that we've heard thus far ( International Paper and Rock-Tenn, who are also considering MLP conversion, report in two weeks). Based on what we heard, we

    3. Basic Materials: A Real Estate Cloud Over China--and Many Commodities

      Headlines

      Tue, 30 Sep 2014

      provide an additional benefit to the new recycled-fiber market entrants relative to the larger producers like International Paper IP, Rock-Tenn RKT, and Packaging Corporation PKG, which use a larger percentage of virgin-fiber in their

    4. From Barron’s, September 22, 2014 (Part 2)

      Commentary

      Sat, 20 Sep 2014

      exporters , especially in Germany and Norway [and Scandinavia; pg 21]; Genworth Financial [ GNW ; pg 28]; International Paper [ IP ; may form MLP from its mills; pg 29]; Oracle [ ORCL ; Ellison at 70 made himself Chairman and CTO and handed over

    5. IP's CEO Change Happening Sooner Than Expected; We're Maintaining Our Exemplary Stewardship Rating

      Commentary

      Tue, 9 Sep 2014

      International Paper on Sept. 8 announced that COO Mark Sutton would succeed chairman ..... Faraci, we are maintaining our Exemplary stewardship rating for International Paper . As senior vice president of Industrial Packaging, Sutton played

    6. Rock-Tenn's Containerboard Margins Continue to Lag Major Peers'; Maintaining Our Fair Value Estimate

      Commentary

      Wed, 30 Jul 2014

      progress toward bridging the EBITDA margin gap between its North American containerboard operations and those of International Paper and Packaging Corporation of America. Given its relatively higher recycled-fiber mix, we expected Rock-Tenn

    7. International Paper Doesn't Sound Interested in Pursuing MLP Conversions; No Change to Fair Value

      Commentary

      Tue, 29 Jul 2014

      After reviewing International Paper 's second-quarter results, we are maintaining our $48 per share fair value estimate and narrow economic moat rating. Overall

    8. Virgin Fiber Containerboard Mills Becoming MLPs? Interesting Concept, but We Think It's Unlikely

      Commentary

      Thu, 24 Jul 2014

      On July 24, a letter from hedge fund Perry Capital argued that major containerboard producers like International Paper , Rock-Tenn, and Packaging Corporation of America should create master limited partnerships using their virgin-fiber paper

    9. Soft Containerboard Pricing and Higher Freight Costs Could Weigh on PCA Margins in Second Half

      Commentary

      Tue, 22 Jul 2014

      virgin fiber rather than in recycled fiber, which is driving most of the price action. Next week, we expect International Paper and Rock-Tenn to provide more color on recycled prices. While we believe the weaker recycled medium and linerboard

    10. Benchmark Containerboard Prices Fall for First Time Since 2009; Rock-Tenn Most Affected

      Commentary

      Mon, 21 Jul 2014

      containerboard prices most negatively affects Rock-Tenn, which gets about half of its fiber from recycled sources. International Paper and Packaging Corporation of America get about 35% and 20% of their fiber from recycled sources, respectively

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