2024-02-08 05:42:19 ET
Summary
- International Paper allocates strategic investments to improve capabilities, address capacity constraints, and reduce fixed costs.
- The company's stock price suffered significantly because the yearly outlook was not disclosed, and there was no clear update on CEO succession.
- There is a clear strategy to benefit from price increases over volumes and support IP's ROCE. That said, International Paper is a buy.
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International Paper: Prioritizing Value Over Volume