Seeking Alpha

KapStone Paper and Packaging Co (KPPC)

()

Comments on KPPC

  • U.S. Paper Industry: Miracle or Mirage? [View article]
    Also of note with Boise is that there's been some very substantial insider selling (over 50m shares in total) by Madison Dearborn and... More »
    Comment by FourBrane
    Dec 4 02:23 am |
    Rating: 0 0
  • U.S. Paper Industry: Miracle or Mirage? [View article]
    While black liquor certainly saved KPPC, the future is what matters. Yes, the stock clearly looks pricey on historical results. As a... More »
    Comment by Deep Value Diver
    Nov 10 13:48 pm |
    Rating: 0 0
  • U.S. Paper Industry: Miracle or Mirage? [View article]
    while I agree that the industry has benefitted significantly from the BLT, in the case of KPPC you are forgetting the debt paydown from... More »
    Comment by Mr Market
    Nov 10 10:59 am |
    Rating: 0 0
  • KapStone Paper & Packaging Corp. Q3 2008 Earnings Call Transcript [View article]
    The corrugated industry has forecast volume growth for recycled Test Liner grades. It will be interesting how this affects bleached... More »
    Comment by ClvrPkg
    Oct 3 12:37 pm |
    Rating: 0 0
  • First Quarter Portfolio Changes [View article]
    My personal favorite from your list is VLO. They sometimes get caught a little off guard by the narrowing of the crack spread but... More »
    Comment by Mark Bern
    Apr 2 16:55 pm |
    Rating: +1 -1
  • First Quarter Portfolio Changes [View article]
    I'd like to submit for your consideration Corning (GLW), which sports a very strong balance sheet, a track record of innovation in a... More »
    Comment by Larrysyr
    Apr 2 13:43 pm |
    Rating: 0 -1
  • KapStone Paper & Packaging Corp. Q3 2008 Earnings Call Transcript [View article]
    Thats a big acquisition and will take time to integrate before the full benifits filter through to the bottom line.
    Comment by Packaging
    Feb 9 06:50 am |
    Rating: 0 0
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    Dave, First, let me say that I think that you're definitely one of the better contributors to SA, and I make it a point to ALWAYS... More »
    Comment by Old Trader
    Jan 5 22:44 pm |
    Rating: +1 0
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    David, thanks for sharing. Good luck in 2009.
    Comment by Steven Hansen
    Jan 4 19:24 pm |
    Rating: 0 0
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    1) I admire your writings Mr. Merkle. They reflect a strong level of detail combined with self-analyzation. You put yourself out there... More »
    Comment by Jason Rines (iThinkBig)
    Jan 4 13:02 pm |
    Rating: +1 -1
  • My Year in Trading - Why I Looked for 'Survivability' in Companies [View article]
    You beat Bill Miller...handily. I like the paragraph on survivability - 2008 was a bad year for value investing and you have put... More »
    Comment by Tom Armistead
    Jan 4 12:01 pm |
    Rating: 0 -1
  • More Replacement Tickers for Reshaping David Merkel's Portfolio [View article]
    wouldn't SKM fit in the 'cheap for Korea' mold?
    Comment by d2cold
    Jul 10 05:42 am |
    Rating: 0 0
  • Kapstone Is Poised for Growth in the Paper Market [View article]
    Hi Finally someone else has noticed this stock Let's hope KPPC increases 50% in value over the next six months
    Comment by arturo52
    Mar 19 13:36 pm |
    Rating: 0 0