A 5-Minute Review of the Paper Packaging and Building Materials Space (1-7-2017)
This Week’s Tops Stories – OCC prices start year stable in US, down slightly in China; WestRock announces $50 CRB price hike; Pulp prices rise in December, but IP plans for flat pricing in January; OSB prices stable as “bomb cyclone” hits the Northeast.
Transcript of Hot AIR – (1-7-2017)
Good day and welcome to Hot Air, a five-minute weekly review and analysis of the most important events in the paper, packaging and building material space. My name is James Armstrong, your host and founder of Armstrong Investment Research.
Please remember to read the important disclosures accompanying this video and see my other reports for a more detailed analysis of the opinions expressed here.
Though January’s weather started off with a roar in most of the country, news out of the paper, packaging and building materials space started 2018 with barely a whimper. Still, the news cycle did pick up a bit and we expect it to become fast and furious as we head into earnings.
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Distribution of Ratings (As of 1/2/2018)
Rating Count Percent
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Hold 8 53%
Sell 1 7%
Investment Banking Clients Past 12 Months
Rating Count Percent
Buy 0 N/A
Hold 0 N/A
Sell 0 N/A
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