We expect a slow erosion of Fibria's EBITDA margins in coming years as new BEK capacity is added.
There is plenty of demand from global corporations to drive WPP's steady growth and profitability
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
International Paper IP reported what we consider to be healthy third-quarter results, given the prevailing economic headwinds. Sequentially stronger volume and reduced maintenance outages offset the ill effects of weaker sequential pricing, improving operating margins excluding items from 5.8% to