If you want to know what the target
your stocks would be, you have to study
valuation, growth potential
and momentum. A good place to
that info is
where rankings are given for each of
for any of your favorite
stocks. Or you can simply
1. enter stock symbols
2. enter a question like
'how low can it go?'
3. click 'ASK'
to get answers. Easy as 123.
You can also get
rankings of a stock
at a price you give. For
if DNY has a ranking of HOLD now at
32, what if
at 30, 25 or 22? this
way you get an idea of
target price, and you
pick your targets for taking
How much does it cost? FREE! So check it out.
Hey guys and girls, it looks like another buying
opportunity has arrived as the stock plummits once again.
Time to shift your other half of your 401K to thew RRD
stock fund. This stock has dropped almost 50% in the
last year even as profits have met expectations. What
gives? Maybe we ought to run the business the way it
should be run instead of worrying about EVA and Wall
Street. It sure ain't happening under current Corporate
This is another reason why Quebecor is going to
have problems and the customers that they service are
going to start looking DNY,s Way.
Bill Davis said
we will not print,just to print. We,ll print to make
money. Prices will go up. Bigger isn,t always better and
it will take time for Quebecor to fix the
They will not keep all of their customers they
have recently aquired thru WRC.
The RRD acquisition gave a significant amount of
control to DNY of the long run gravure market. The
concern with the FTC and the customers was DNY could
control pricing. WRC and PRW won't have that kind of
control over any one market. There is still plenty of
capacity to keep prices lower. With the pressure to gain
more revenues to pay off the debt, price wars could
result. Quebecor World will cut employees to gain the
efficiencies required to service the interest. This merger
will have many bumps in the road before it is
successfully integrated. WRC is still integrating its own
I see less competition because of the merger. So
I see this as helping DNY,S earnings even more. For
I see prices rising for the customer.
remember DNY,S customers were upset when we purchased
Merida B. for they were worried prices would soar.
Actually, I didn�t short the printing industry
but I did sell most of my holdings. I�m still holding
World Color until the merger then I�m out completely.
IMHO � Quebecor has huge interest payments to make and
this will only compound as interest rates continue to
rise. DNY and PRW will get into a pricing war like the
industry has never seen. Margins will erode and stock
prices will fall. You don�t have to agree. But just
remember this post in February of 2000.
Wow, looks like someone has sold short in the
print industry (NoLapDog), I'm not sure why you think
this is a dead industry when print companies continue
to improve earnings and grow. (Take Queb World for
instance even if it isn't Donnelley). Oh, and nice big
words in your post, are words like synergies and
comglomerate supposed to make you more credible? On another
note, it's nice to see an upgrade for a change even if
it is from neutral to short term accumulate.