There is more than enough demand from global corporations to allow for WPP's steady profitability.
The North America containerboard pricing tailwind will diminish as new capacity is added.
The delayed startup of a major competing pulp plant should support BEKP prices in the near term.
Seven West Media offers operating leverage tied to the cyclicality of marketing expenditure.
Healthy demand for Sappi's pulp and cellulose products are helping to offset declining paper demand.
Domtar is diversifying its operations toward more value-added paper and tissue products.
The southern U.S., which accounts for the majority of the company's building products business, is unlikely to see construction levels at or near the levels witnessed in 2006 in the foreseeable future.Temple-Inland sells commodity products; customers frequently buy on price.Box demand could wane as
Cost cuts and industry consolidation should help Domtar over the near term.
We are raising our fair value estimate for Avery Dennison AVY to reflect a more favorable view of the firm's ability to increase earnings beyond our explicit five-year forecast horizon. We think this adjustment allows us to better incorporate into our valuation model Avery's relatively strong
MeadWestvaco's MWV third-quarter results surprised us to the upside, as the consumer and office products (COP) business turned in a relatively robust back-to-school season. Sales in the segment declined a modest 2.9% versus the prior year period, significantly stronger than the average 17.5% drop