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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

      industrial packaging segment continued to post higher EBITDA margins relative to Packaging Corporation of America and Rock - Tenn , even with a marked decline in West Coast agriculture demand stemming from drought conditions in the region. Over the

    2. Rock-Tenn Delivers Solid 4Q Results, but Attention Remains Focused on Potential MLP Structure

      Commentary

      Tue, 4 Nov 2014

      After reviewing Rock - Tenn 's fourth-quarter and full-year ..... master limited partnership structure for Rock - Tenn 's virgin fiber-based paper mills ..... structure. Operationally, we thought Rock - Tenn delivered a solid quarter with group

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

      Commentary

      Tue, 21 Oct 2014

      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 think PCA will petition

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

      Headlines

      Tue, 30 Sep 2014

      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 containerboard production

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

      Commentary

      Wed, 30 Jul 2014

      After reviewing Rock - Tenn 's fiscal third-quarter results ..... We were slightly disappointed that Rock - Tenn didn't make more progress toward ..... recycled-fiber mix, we expected Rock - Tenn to benefit more from lower fiber input

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

      Commentary

      Thu, 24 Jul 2014

      major containerboard producers like International Paper, Rock - Tenn , and Packaging Corporation of America should create master ..... we are maintaining our fair value estimates for IP, Rock - Tenn , and PCA. Admittedly, paper MLPs are an interesting

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

      Commentary

      Tue, 22 Jul 2014

      action. Next week, we expect International Paper and Rock - Tenn to provide more color on recycled prices. While we believe ..... and linerboard prices will affect PCA less than IP and Rock - Tenn , we don't think lower prices anywhere in the system

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

      Commentary

      Mon, 21 Jul 2014

      the supply and demand imbalance, Rock - Tenn recently announced that it would ..... containerboard prices most negatively affects Rock - Tenn , which gets about half of its fiber ..... containerboard producers that we cover: Rock - Tenn , IP, and PCA. Given our consistent

    9. IP Continues to Prudently Allocate Shareholder Capital; Maintaining $49 Fair Value Estimate

      Commentary

      Wed, 30 Apr 2014

      packaging EBITDA margins this quarter, which stood at 22.5% compared with Packaging Corporation's 21.2% margin and Rock - Tenn 's 15.2% margin. All North American containerboard companies were affected by severe winter weather, but we think

    10. Inclement Weather, Weak Chinese Demand, and Higher Fuel Costs Weigh on Rock-Tenn's Second Quarter

      Commentary

      Tue, 29 Apr 2014

      After reviewing Rock - Tenn 's fiscal second quarter, we are ..... power in North America. We believe Rock - Tenn 's share price reflects those concerns ..... prices near $96 per share. Further, Rock - Tenn trades with an attractive free cash

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