Rock-Tenn Company http://www.alacrastore.com/company-snapshot/Rock_Tenn_Company-1014285 Saturday, July 26, 2008 1:46:49 PM 1014285 Rock-Tenn Company en AlacraStore RSS Builder 1.0 30 http://www.alacrastore.com/storecontent/cs/72177cs/72177norm Packaging Corp. #Q##: Shareholder Enhancement Concerns Continue We review PKG's #Q## earnings with an emphasis on relative value, operating fundamentals and the company's financial condition. We also consider the potential for shareholder...721771598YesD0Article86313421163381648corphy1668Earnings Reports - Industrials/Consumer42High Yield7/24/2008 9:15:25 PM150Packaging Corp. reported second quarter adjusted EBITDA of $107 million, down from $119 million in the year-ago quarter, but in line with expectations. We discuss relative value in the context of further potential shareholder enhancement.72177Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/71972cs/71972norm Relative Value in Industrial Packaging Markets: June #### We review the latest industrial packaging data with an emphasis on the recently implemented $## per ton price hike, as well as the supply outlook. Additionally, we focus on...719722098YesD0Article116313426111378639911769207381001corphy1642High Yield54Euro Markets Issuers7/22/2008 2:12:00 AM150Box shipments in June declined 3.5% on an average week basis, comparing negatively to flat shipment data in May but favorably to April's decline of roughly 7.6%.71972Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/newstex/MW-0001-26742969newstex/MW-0001-26742969xml DAYTONA BEACH, FL and TAMPA, FL, Jul. ##, #### (Marketwire delivered by Newstex) -- DAYTONA BEACH, FL and TAMPA, FL -- (MARKET WIRE) -- ##/##/## -- Brown & Brown, Inc. (NYSE: BRO) today announced its net income and net income per share...04000000040160000401604804016003040160010401601804006000040060067/17/2008 5:05:20 PM18000000180040001800800019000000190010001900100919001042MarketwireMW-0001-26742969BROWN & BROWN INCROCK TENN COHYATT J BROWNJ POWELL BROWNJIM W HENDERSONBRORKTNewsNewstexhttp://www.alacrastore.com/storecontent/cs/71700cs/71700norm #H## North America Packaging Sector Relative Value Outlook: Pack it Up or Pack it In? We provide a #H## relative value outlook for credits in our North America Packaging coverage universe which includes industrial, consumer and non-paper...717004631YesD0Article116313426111378639911001207176959164838corphy1621Sector Outlooks42High Yield7/16/2008 10:24:12 AM150In advance of 2Q08 earnings and with an eye towards credit trends in 2H08, we provide a relative value update for companies in our North America Packaging Universe.71700Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/71617cs/71617norm Basic Industry Short Interest: #H June #### In the two-week period ending June ##th, short interest in the basic industry coverage universe increased #.#% to ###.# million shares.  Short interest for the chemicals sector declined...716171882YesD053551631013421113810011127051168Article67863113717064194015011639911511571118114714519764520419896616661141648248148corphy145851642High Yield54Euro Markets Issuers34Companies with Convertibles59Short Interest33Capital Structure7/15/2008 12:11:38 AM150In the two-week period ending June 25th, short interest in the basic industry coverage universe increased 0.8% to 294.9 million shares.71617Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/bir/69829bir/69829normRock-Tenn Co.Boise Cascade Corp. Missisquoi ProductsRock-Tenn Co. Mill Div.RockTennCartem Wilco Group Inc.Pacific Coast Packaging Corp.Waldorf Corp.United StatesManufacturing: Manufacturers of paperboard, containerboard, packaging and merchandising displays.2653263132221132213017HKRKT7/11/2008 6:19:00 AM69829Company Profiles & FinancialsGale Company Profileshttp://www.alacrastore.com/storecontent/cs/71343cs/71343norm Graphic Packaging: Relative Value Update & Grade Analysis We review GPK's #Q## earnings with an emphasis on relative value and supply-demand fundamentals for the company's core consumer packaging markets. Additionally, we discuss merger...713432448YesD0Article1163863381648corphy1642High Yield7/7/2008 12:13:00 AM150Graphic Packaging continues to pursue synergies from its merger with Altivity and benefit from its market-leading position in comparatively consolidated markets.71343Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/71068cs/71068norm Basic Industry Short Interest: #H June #### Short interest for the chemicals sector jumped ##.#% to approximately ###.# million shares, with ## of the ## chemical names posting increases.  In the metals & mining sector, short interest increased...710681655YesD0Article53567516112100141705134299111376151150940116338147148645157119824816481666114145966corphy1581614542High Yield54Euro Markets Issuers59Short Interest6/30/2008 12:12:15 AM150In the two-week period ending June 10th, short interest for the basic industry coverage universe increased 6.3% to 292.4 million shares.71068Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/70160cs/70160norm Rock-Tenn Fiscal #Q## Tearsheet With the SCC acquisition, RKT has not only given itself the opportunity to benefit from merger synergies, high margin assets and robust operating operating rates, it has also put its balance sheet to...70160450YesC21Tearsheet1163tearsheets/premium166/4/2008 4:10:09 PM15070160Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/69852cs/69852norm Georgia-Pacific #Q##: Can Financial Flexibility Parry Operational Adversity? We discuss Georgia-Pacific's #Q## earnings with an emphasis on supply-demand fundamentals and cost pressures in tissue markets and relative value. In our...698522189YesD0Article207113738116386313421648corphy1668Earnings Reports - Industrials/Consumer42High Yield5/28/2008 10:12:26 PM150Georgia-Pacific reported first-quarter adjusted EBITDA of $571 million, down from $610 million in the year-ago quarter and slightly below our expectations.69852Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/69706cs/69706norm Basic Industry Short Interest: #H May #### Total short interest as of May ##th for the North American basic industry companies included in this report increased #% over the two-week span, as the three sector groupings posted increases...697061995YesD0Article134251615031067705100153511211371168416863116394099115111111811571166620414564519814711424896638581416534Companies with Convertibles33Capital Structure59Short Interest42High Yield5/26/2008 11:13:00 PM148corp150Total short interest as of May 12th for the North American basic industry companies included in this report increased 9% over the two-week span, as the three sector groupings posted increases in short interest.69706Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/35634cs/35634norm SSCC: Riders on the Storm Smurfit-Stone Container Corporation reported weaker than expected fourth-quarter earnings largely due to higher costs related to Hurricanes Katrina and Rita. We examine current credit metrics, natural gas sensitivity,...356342363YesD0Article134211631137863corphy2251642High Yield5/16/2008 10:11:40 AM150Smurfit-Stone Container Corporation (B2/CCC+▼) reported a 4Q05 net loss of $89 million and adjusted EBITDA of $85 million, well below Wall Street analysts' expectations.35634Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/59682cs/59682norm Basic Industry: September Short Interest Report Total short interest as of September ## for the North American basic industry companies included in this report increased #.#% from the prior month (August ##).  Chemical short interest...113761706411511163991116886311115711181166620220464514519819724896638148114147corp585161434Companies with Convertibles33Capital Structure59Short Interest42High Yield5/15/2008 12:17:28 PM150Total short interest as of September 11 for the North American basic industry companies included in this report increased 7.9% from the prior month (August 10).2314YesD0Article134251631094015070511267535161259682100159682Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/58782cs/58782norm Basic Industry: August Short Interest Report Total short interest as of August ## for the North American basic industry companies decreased #% from the prior month, as subprime concerns weighed on equity values which likely prompted...587822837YesD0Article5166731013425351001111112705150611371706411168116394099115138204157120219814564519714716482481666966114148corphy581651442High Yield33Capital Structure34Companies with Convertibles59Short Interest5/14/2008 11:12:19 AM150Subprime-induced equity weakness appears to have prompted some profit taking among basic industry short investors, and after peaking in June, aggregate short interest sits flat to the rolling 12-month average.58782Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/69116cs/69116norm Basic Industry Short Interest: #H April #### Total short interest as of April ## for the North American basic industry companies included in this report increased #% over the last # weeks as bearish sentiment moderately climbed in a...1648145645966114corphy1225581614542High Yield59Short Interest54Euro Markets Issuers5/12/2008 12:12:11 AM150Total short interest as of April 25 for the North American basic industry companies included in this report increased 1% over the last 2 weeks as bearish sentiment moderately climbed in a period which saw the S&P 500 rise 2.8%.691161893YesD0Article675351342516100138112705113799141694015015111631482481471571166619869116Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/68609cs/68609norm Spotlight on GP's Loan and Koch Industries' Acquisitive Appetite One in an ongoing series taking a closer look at singe-name issuers in the loan markets that our customer base has expressed interest in. We launch coverage on Georgia-Pacific...686095314YesD9Spotlight41100111631137863207381342corphy581696Loan Market42High Yield73Spotlight Reports5/5/2008 11:11:52 AM500We initiate coverage on Georgia-Pacific and focus on relative value in the capital structure, event risk and operating fundamentals. We also consider what impact GP's de facto financial sponsor, Koch Industries, could have on the credit.68609Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/cs/68666cs/68666norm Rock-Tenn FY #Q##: Can Strong Quarter Trump Cyclical and Enhancement Risks? We review RKT's strong fiscal #Q## focusing on the recent SCC acquisition, operating fundamentals and financial condition. In our relative value discussion,...686661444YesD0Article1648100111631181corphy165842High Yield5/1/2008 9:12:00 PM150Rock-Tenn reported fiscal 2Q08 adjusted EBITDA of $90 million, up from $74 million in the year-ago quarter, $68 million in the quarter prior and narrowly exceeding analyst expectations.68666Credit & Investment ResearchCreditSightshttp://www.alacrastore.com/storecontent/ccbn/T1822962ccbn/T1822962norm...Good morning. My name is Trey, and I will be your conference operator this morning. At this time I would like to welcome everyone to the Rock-Tenn second-quarter [####] earnings conference call. (OPERATOR INSTRUCTIONS). As a reminder, ladies and gentlemen, this call is being recorded today, April ##, ####. (OPERATOR INSTRUCTIONS). Your speakers for today's call are Mr. John Stakel, Vice President and Treasurer; Mr. Steven Voorhees, Chief Financial Officer, and Mr. James Rubright, Chairman and Chief Executive Officer. Mr. Stakel, you may begin your conference. ... 4/29/2008 12:22:00 PMRock-Tenn Company54.0000FinalQ2 2008 Rock-Tenn Company Earnings Conference Call TranscriptRKT8:30am ETTranscriptT1822962Credit & Investment ResearchThomson Street Eventshttp://www.alacrastore.com/storecontent/newstex/BW-0001-24855184newstex/BW-0001-24855184xml NORCROSS, Ga., Apr. ##, #### (Business Wire) -- Rock-Tenn Company (NYSE:RKT) today reported earnings for the quarter ended March ##, #### of $#.## per diluted share. The Company's adjusted earnings were $#.## per diluted share, excluding...0900000009015000040000000401300004013004040160000401600104016005040160180401604804007000040070050200000002002000020020064/28/2008 8:05:33 PM180000001800400018016000190000001900100019001042Business WireBW-0001-24855184ROCK TENN COJAMES A RUBRIGHTRKTNewsNewstexhttp://www.alacrastore.com/storecontent/cs/68249cs/68249norm Packaging Corp. #Q##: Cost Inflation and Recessionary Concerns Dominate We discuss PKG's earnings miss in the context of input cost inflation and increasing recessionary fears. We pay special attention to relative value, operating...682491902YesD0Article1342116338863411137corphy581642High Yield4/23/2008 10:11:19 PM150Packaging Corp. reported 1Q08 adjusted EBITDA of $98 million, up slightly from $96 million in the year-ago quarter but missed analyst forecasts.68249Credit & Investment ResearchCreditSights