| DON'T BUY | 10.200 | Peter Brieger | On a price to book ratio, it's terribly cheap. Book value is about $12. It should normally sell at a price to book at 1.5. However, if you take a look at what's happening in the production of liner board, capacity has increased in China and Europe and modestly in the US. China has slapped on 20% tariffs on imports. Far too overpriced. | 2005-08-17 | |
| PAST TOP PICK | 11.350 | Michael Sprung | (A Top Pick Apr 28/05. Down 11%.) Likes the longer term outlook for this stock. Their tissue business is beginning to pick up. The box board business is a little more economically sensitive. Selling well below book value. | 2005-06-24 | |
| BUY | 11.560 | Bill Harris | There has been a paperless economic recovery this time. Paper companies have not had that cyclical rebound. A great company. Now it's at price levels where he is going to take a hard look at them. | 2005-05-11 | |
| TOP PICK | 12.720 | Michael Sprung | Stock is not tremendously in favour at the moment. Quite often trades at significant premium to book value, but today it is trading at significant discount to Book Value at around the $13 range. Going forward, suspects the earnings could be somewhere around $0.60/0.70 this year and over $0.80/0.90 next year. | 2005-04-28 | |
| WEAK BUY | 13.450 | Gordon Higgins, CA, MBA, CFA | Cyclical. As long as shipping continues strong, they should do well. Be cautious. | 2004-09-30 | |
| TOP PICK | 13.500 | Michael Sprung | (A Top Pick in March/04.) Still likes. Thinks the market in tissue has bottomed out and expects stronger prices going forward. Margins in container board is improving. Book value is almost $13. Cyclical. | 2004-09-28 | |
| PAST TOP PICK | 13.900 | Michael Sprung | (Past top pick June 21/04. Up 1%.) Still likes. There has been a price increase on tissue. Still a strong market for their boxboard and packaging products. Good upside potential. | 2004-08-17 | |
| PAST TOP PICK | 13.740 | Ron Meisels | (Past top pick May 21/04. No change.) Had a break out on a descending channel which is why they own it. | 2004-07-14 | |
| BUY | 13.940 | John Zechner | A good point of entry. Have seen a big pickup in advertising. Great demand for paper. Well-run company. | 2004-06-23 | |
| TOP PICK | 13.810 | Michael Sprung | Selling at just about book value. Profitability is just beginning to turn. Packaging products are getting good price increases. Well managed company. | 2004-06-21 | |
| BUY | 13.890 | David Baskin | This is probably a better time to own this stock than in the last four years. Sees some light at the end of the tunnel for softwood lumber. Paper prices have improved. | 2004-06-17 | |
| TOP PICK | 13.800 | Ron Meisels | An interesting technical pattern. A big upleg from 2001 into 2002 and then went into a declining wedge. Historically, with that kind of a pattern, the stock usually reverses on the upside. It's holding its 200 day moving average. | 2004-05-21 | |
| TOP PICK | 12.560 | Michael Sprung | Price is a little below book value. All the commodities that they are in our beginning to come back. Capable of earning more than $1 over the next year. | 2004-05-05 | |
| BUY | 11.840 | Norman Levine | Would consider investing in a stock. Pricing is starting to improve on tissue. | 2004-03-22 | |
| TOP PICK | 12.150 | Michael Sprung | A good recovery stock. Very inexpensive. Trading below book value. Seeing some strength again in the packaging market. Earnings should improve. | 2004-03-04 | |
| DON'T BUY | 12.340 | David Baskin | The softwood lumber dispute has to be settled before you see a breakout. | 2004-01-22 | |
| DON'T BUY | 11.880 | Fred Pynn | The price of waste paper has gone way up and there is also currency pressure. Only earned .04¢ a share in the recent quarter. Longer-term it should be OK, but difficult to see them having a big boost in their profitability. | 2003-11-27 | |
| BUY | 13.600 | Michael Sprung | Had a small misprint in their last quarterly earnings. A good entry point. Boxboard and packaging market should pick up. Well-managed. | 2003-09-25 | |
| PAST TOP PICK | 14.190 | Michael Sprung | (Was a top pick June 12/03. Up 7.7%.) Still likes. Severely undervalued. Economic upturn will be a major factor. | 2003-09-11 | |
| BUY | 13.490 | Ray Steele | Undervalued and under appreciated. A good contrarian play. | 2003-07-31 | |
| BUY | 13.840 | Peter Brieger | Turning around. The worst of the high Cdn$ impact is over. | 2003-06-16 | |
| TOP PICK | 12.950 | Michael Sprung | Good price. Waste paper costs have been dropping. Some good improving market conditions. | 2003-06-12 | |
| DON'T BUY | 12.000 | David Baskin | Softwood lumber is still in trouble, especially with a strong Cdn$. | 2003-05-28 | |
| HOLD | 21.000 | David Taylor, MBA, CFA | Earnings are down because of higher energy costs and excess capacity on container board. Waste paper costs have gone up. A well run company. | 2003-05-27 | |
| BUY | 12.850 | Peter Brieger | Bought it on the basis of a $2.50 earnings next year. Incredibly cheap. | 2003-05-02 | |
| BUY | 12.700 | Gavin Graham | Well run. | 2003-04-09 | |
| PAST TOP PICK | 12.910 | Michael Sprung | (Was a top pick on Jan 6. Down 21%) Still likes. Well managed and a good price. | 2003-03-20 | |
| BUY | 13.180 | Gavin Graham | Not a bad play if we don't go back into a recession. | 2003-03-05 | |
| BUY | 14.050 | Ray Steele | Outlook on economy is positive and this stock is near the top of their list for forest products. | 2003-02-06 | |
| BUY | 14.700 | Bill Shaw | Trading is really cheap at 7.5 X book. | 2003-01-30 | |
| BUY | 15.050 | David Burrows | Has performed well. | 2003-01-27 | |
| TOP PICK | 15.630 | Peter Brieger | (Was a top pick on Nov 18. Up 6%.) Still likes. | 2003-01-15 | |
| TOP PICK | 16.720 | Michael Sprung | Well run. Should earn over $2 next year. Trading at 1.5 X book value. Well managed. | 2003-01-06 | |
| DON'T BUY | 15.440 | David Baskin | Industry will remain undera cloud for the next four years. | 2002-12-17 | |
| HOLD | 17.000 | Gavin Graham | Has done well. Housing is up. | 2002-09-30 | |
| BUY | 16.900 | Peter Brieger | On a 2/3 yield view, the stocks are attractive. | 2002-09-09 | |
| BUY | 17.300 | Ray Steele | One of the best forest product companies. Stable. | 2002-08-20 | |
| BUY | 16.850 | Andrew McCreath | Doing a good job. | 2002-08-13 | |
| BUY | 15.510 | Michael Sprung | Well run and focused. | 2002-07-15 | |
| BUY | 16.090 | Robert Floyd | Has moved up strongly. Should be good for the next 6/12 months. | 2002-07-10 | |
| BUY | 16.200 | Michael Sprung | Has had a good move, but still has room to grow more. | 2002-05-27 | |
| BUY | 13.840 | Brian Acker, CA | Could go up 50% if they can get their earnings estimates down. Keep a 5/10% stop loss. | 2002-03-12 | |
| DON'T BUY | 10.400 | John Zechner | Would go into newsprint or pulp first. | 2002-01-04 | |
| TOP PICK | 8.650 | Steven Misener | $11.50 book value. $1.70 in earnings, so price is very good. | 2001-05-07 | |
| BUY | 6.980 | Ed Ho | Shares are not very liquid because company is so small, but have now made some acquisitions, so should be better. | 2001-03-19 | |
Experts that have talked about Cascades Inc
Rss Top Picks Feed
