Viewing Company Intertape Polymer Group | StockChase
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Intertape Polymer Group Stock Symbol: ITP-T

Last Price Recorded: $19.4300 on 2017-08-22

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Date Signal Expert Opinion Price
2017-08-22 BUY Peter Hodson

It had a lot of structural, cost and debt issues.  They changed it all, paying and raising the dividend.  Now it is an income stock that is tied to the North American economy.  Their last couple of quarters were a little disappointing.  He would not worry about it, though.


Price:
$19.430
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-22 HOLD David Baskin

They came a little ‘unglued’ this quarter.  If you have a bad quarter this market takes out and shoots you.  He likes their industrial line.  He thinks they will benefit from an increase in housing.  You might even double down.


Price:
$19.430
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-16 HOLD Christine Poole

A tape manufacturer, so they are going to follow a lot of what is going on with industrial packaging. A pretty well-managed company. In an environment where industrial activity and economies are improving, this company should do well.


Price:
$20.150
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-07-06 TOP PICK Jim Huang

This has tapes of all kinds. Industrial uses, home uses. But obviously they also make the tapes that bind boxes that go from Amazon (AMZN-Q), which is a growth area. They’ve done a good job of controlling costs in the last few years and consolidating their operations. Now doing some tuck in acquisitions in India, etc. for testing new markets. There is probably 20% upside over the next 12-18 months. Dividend yield of 3%. (Analysts’ price target is $29.)


Price:
$24.640
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-06-28 COMMENT Jason Mann

There is no problem at this level. The balance sheet is in good shape. Currently it is a neutral for him, partly because Price momentum has been sideways. The value is also sideways. Expensive on a free cash flow basis and on a BV basis. If it had a few more good quarters and started showing more cash flow, it would probably end up on the Buy side for him. Dividend yield of about 3%.


Price:
$24.580
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
No
2017-06-13 PAST TOP PICK Barry Schwartz

(A Top Pick June 6/16. Up 27.84%.) He still likes this. It is involved in packaging and labelling, more in industrial and commercial tapes. As more people shop online, all those boxes shipped have to be taped. Trading at a cheap valuation and generates gobs of cash. Has a very nice dividend yield, and has plans to double its revenue over the next 5 years.


Price:
$24.420
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-05-18 DON'T BUY Matt Kacur

In 2009, this was pretty near bankruptcy. They’ve done a nice job. Have improved their operations. Return on Capital has improved to almost 6%. Unfortunately though, he can’t support the valuation.


Price:
$22.950
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Unknown
2017-04-17 TOP PICK Barry Schwartz

Everything that is shipped has to be professionally taped.  They have done a good job of taking their market share and expanding outside of Canada and the US.  Great dividend that has grown many years in a row. (Analysts’ target: $27.75).


Price:
$23.610
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2017-04-12 COMMENT Christine Poole

Doesn’t follow this closely, because it is a smaller cap name. A packaging company. Generally speaking, it is a pretty well-run company. There is a cyclicality to it. Thinks they are ramping up a new plant. You could probably hold this long-term to get industrial exposure. Well-managed.


Price:
$23.220
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-04-11 PAST TOP PICK Cole Kachur

(A Top Pick Oct 26/16. Up 4%.) This was up in the $27 range, but came back down when they were a little light on earnings. They have a tax issue where they had to refile, but it didn’t cause any changes to the overall structure. He thinks this could go to the $28-$29 range.


Price:
$23.460
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-22 HOLD Stephen Takacsy, B. Eng, MBA

Packaging, but in products that are a lot more commoditized than some of the others. Management has done a great job turning the company around. Up against some 800 pound gorillas such as 3M. They are looking for “value added” products to launch in small acquisitions. They are modernizing and expanding some of the plants. Not a cheap stock, but thinks management is going to succeed.


Price:
$21.630
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-03-20 TOP PICK Jim Huang

This basically makes tapes. Designs things like Scotch tape, as well as making a lot of tape for industrial use, and for e-commerce. They control costs partially by phasing out older plants and building bigger and more efficient ones. Stock has been a little flat in the last couple of months because of flooding in one of their new plants, but that is fading away now. Dividend yield of 3.3%. (Analysts’ price target is $27.75.)


Price:
$21.940
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-01 COMMENT Barry Schwartz

Just announced a misstatement in earnings in the last few years. The good news is, it doesn’t seem to be material. It didn’t affect their adjusted EBITDA or their cash flow, but made a mistake on their adjusted earnings number. The company is in the right space manufacturing tape and other film products, and benefiting so much from the e-commerce economy. A great dividend and generates a lot of free cash flow. Trades at a discount to some of its peers. They’ve started to expand outside North America. He is very positive on the long-term outlook.


Price:
$22.280
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-26 COMMENT Mike S. Newton, CIM FCSI

Has owned this in the past, but got stopped out sometime last year. A Canadian name that has a bit of a lower volatility profile, so it’s one you would want to own for a long time. They have a lot of US business.


Price:
$24.230
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2017-01-12 COMMENT James Telfser

A great business with a great dividend. They are a bit of a price taker with 3M, which is his only knock against the company. However, they are offsetting that with a lot of operational improvements and some of the new plants they are putting into operation. They’ve made a few acquisitions including a recent one in India.


Price:
$23.810
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Yes
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