Domtar is expanding beyond UFS paper into more value-added pulp and paper products.
Other pulp manufacturers may add capacity faster than pulp demand grows. Consequently, pricing and profitability may be weaker than the market expects.Should future food prices escalate, it may be more profitable to grow crops on land rather than trees. This could significantly curtail Fibria's
There is more than enough demand from global corporations to allow for WPP's steady profitability.
Sappi is benefiting from improving paper demand, but input cost inflation remains a challenge.
International Paper wants to consolidate the North American containerboard market.
Sonoco occupies a relatively weak bargaining position with some of its larger customers, such as consumer goods titans Procter & Gamble PG and Kraft KFT.Packaging is mostly a commodified industry. Producers like Sonoco are subject to cyclical demand and fluctuating raw-material costs that can
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