07.9.07: Paper & Forest Products Report
5 analysts and top management from 5 firms examine the Paper & Forest Products sectors in this 42 page report from The Wall Street Transcript.

  1. Outlook for Paper & Wood Products: C.A. "Chip" Dillon, Citigroup Global Markets

  2. Investing in Paper & Wood Product Companies: Stephen Atkinson, BMO Capital Markets

  3. Canadian Lumber & Building Materials Companies: Richard Kelertas, Dundee Securities Corporation

  4. Canadian Paper & Forest Products: Robert Duncan, MGI Securities

  5. Canadian Paper & Forest Products: Daryl Swetlishoff, Raymond James

  6. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and sector. Firms interviewed include: Bemis Company, International Absorbents, IPL, Inc., Owens-Illinois and Rock-Tenn Company.

    Topics covered: Spring/summer building season - Pulp markets - Pricing expectations - Wood products arena - Demand and capacity in China - Commodity prices - US housing market - Mill closures - Canadian dollar value - Fine paper market

    Companies covered: Weyerhaeuser (WY), Bowater (BOW), Abitibi-Consolidated (ABY), Domtar (UFS), Smurfit-Stone (SSCC), Louisiana-Pacific (LPX), Plum Creek (PCL), Packaging Corp. (PKG), Cascades (CAS:TSX), Sino-Forest (TRE:TSX), Catalyst Paper (CTL:TSX), Mercer International (MERC), Fraser Papers (FPS:TSX), Canfor Pulp Income Fund (CFX_UN:TSX) andWest Fraser (WFT:TSX).
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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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