| TOP PICK | 3.480 | Benj Gallander | Old management took on a lot of debt. Management changed but old management came back, which made a lot of sense. Revenues of about $750 million. Looking to cut debt load and costs. Takeover offer of about $4.65 last year. Good long term track record. Caveat: Provide a lot of tape to the housing industry. | 2008-07-04 | |
| PAST TOP SHORT | 9.470 | David Taylor, MBA, CFA | (A Top Short Feb 2/05. Down 4.5%.) It should be a lot lower, but they found some institutions to do an underwriting. Facing higher resin costs. Not effecient. ROE is low. Has a ton of good will. Take write downs every single quarter. | 2005-04-25 | |
| TOP SHORT | 9.880 | David Taylor, MBA, CFA | Doesn't short stocks in the fund. They buy resins and ethylene/plastic prices are going through the roof. Thinks they are going to get hurt significantly. | 2005-02-02 | |
| DON'T BUY | 10.700 | Peter Hodson | Not a fan of the management team. Have restructured their debt which will hurt earnings in the short term, but will save the company. Prefers others. | 2004-07-08 | |
| BUY | 11.000 | David Baskin | Cyclical with the construction business. Should do very well. The recent price drop is a good entry point for a fairly expensive stock. | 2004-04-27 | |
| PAST TOP SHORT | 12.700 | David Taylor, MBA, CFA | (A top pick Sept 12/03. Up 9.66/12.74.) Didn’t work out. Still feels that it’s grossly over priced. | 2003-11-17 | |
| TOP SHORT | 9.660 | David Taylor, MBA, CFA | Stock has gone from $4 to $10 and doesn't think there is anything there. Feels the earnings are overstated. No generation of free cash flow. They are in trouble with the banks. | 2003-09-12 | |
| WEAK BUY | 8.750 | Peter Hodson | Had some big problems. Violated their debt covenance but seems to have skated on side. Will turn it around. Very risky. | 2003-05-12 | |
| DON'T BUY | 15.620 | David Baskin | Economically sensitive. | 2001-11-06 | |
Experts that have talked about Intertape Polymer Group
Rss Top Picks Feed
