9.20.04: Paper & Forest Products Report
2 analysts and top management from 13 sector firms examine the outlook for homebuilding in this 66 page report from The Wall Street Transcript.

  1. Investing in Paper & Forest Products Companies: C.A. “Chip” Dillon III, Citigroup Global Markets

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

  3. CEO Interviews (average 2,500 words): Top management from 13 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Paprican, Ball Corporation, Buckeye Technologies Inc., IPEC Holdings, Longview Fibre Company, Mercer International, Norske Skog Canada Limited, Rock-Tenn Company, Samuel Manu-Tech, Sino-Forest Corporation, Taiga Forest Products Ltd., Weyerhaeuser Company and Winpak Ltd.

    Topics covered: Overcapacity in wood market  - Housing demand  - Interest rate scenario  - Inventory and pricing  - Containerboard  - Building materials recovery  - Pulp and paper market  - Lumber supply  - Canadian market  - Timber REITs 
    Companies covered: Kimberly Clark (KMB), Boise Cascade Corp. (BCC), MeadWestvaco Corp. (MWV), Louisiana-Pacific Corp. (LPX), Smurfit-Stone Container Corp. (SSCC), Weyerhaeuser Co. (WY), Georgia-Pacific Corp. (GP), Plum Creek Timber Co. (PCL), Rayonier Inc. (RYN), Bowater Inc. (BOW), International Paper (IP), Potlatch (PCH).
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