8.15.05: Paper & Forest Products Report
2 analyst and top management from 9 firms examine the Paper & Forest Products sector in this 46 page report from The Wall Street Transcript.

  1. Outlook for Paper & Forest Products: Steve Chercover, D.A.Davidson & Co.

  2. Paper & Packaging Stocks: Edings Thibault, Morgan Stanley

  3. Off The Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

  4. CEO Interviews (average 2,500 words): Top management from 9 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Sonoco Products Company, Buckeye Technologies Inc., International Absorbents Inc., Intertape Polymer Group Inc., Mercer International Inc., Minaean International Corporation, Pope Resources Ltd. Partnership, Rock-Tenn Company and Silgan Holdings.

    Topics covered: Digital media  - Major changes at North American Mills  - Emerging economies  - Industry restructuring  - Energy costs  - Packaging increases  - International sales 

    Companies covered: Louisiana-Pacific (LPX), Georgia-Pacific (GP), Abitibi (ABY), Smurfit-Stone (SSCC), MeadWestvaco (MWV), Bowater (BOW), Packaging Corporation of America (PKG), Temple-Inland (TIN), Weyerhaeuser (WY), BlueLinx Holdings (BXC), Ball (BLL), Pactiv (PTV), Sealed Air (SEE), Silgan Holdings (SLGN) and Sonoco Products (SON).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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