Boise

According to J.P. Morgan, Boise (NYSE: BZ) held management meetings. J.P. Morgan said that it recently met with management in the Northeast/Mid-Atlantic; and, from its perspective, uncertainty seems to be the name of the game right now, with capital allocation and the OMX contract currently the...

J.P. Morgan reports that as a result of last week's special dividend, “the resolution of the pending warrant overhang has now effectively been accelerated to May 4th from June 18th, quickly moving the Boise Inc. (NYSE: BZ) story from technicals to fundamentals.” “We see upside potential from...

In a report published by J.P. Morgan, Boise's (NYSE: BZ) story is intact and it's raising estimates for Tharco. J.P. Morgan said that there is no change to its thesis on BZ following the 4Q results. “We continue to believe that the stock is flying under the radar, a function of its size, limited...

J.P. Morgan is out with its report today on Boise (NYSE: BZ), reiterating Overweight. In a note to clients, J.P. Morgan writes, "Following up on our alert, the incremental color from the BZ/Tharco conference call was positive, in our view. The multiple on the deal looks reasonable to us (5.7x...