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Lee Enterprises, Incorporated Message Board

newspaper_advertising 22 posts  |  Last Activity: Apr 17, 2015 5:13 PM Member since: Nov 4, 2005
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  • Reply to

    Is DXM worth $5.27 today?

    by dounecapital Apr 17, 2015 8:13 AM
    newspaper_advertising newspaper_advertising Apr 17, 2015 5:13 PM Flag

    The biggest mistake you made is the margin decline of only 1%. The highest margin the company enjoys is on print, as print goes, so goes the company.continuing to lose 20% or more on print has a much larger impact on margins than just 1%. Plug in a drop of an additional 8% loss to margins and you have a company that can't service the debt. This stock has already seen its long term high, it goes nowhere from here but down.

    Sentiment: Strong Sell

  • Reply to

    amazon home services Vs DXM

    by lorenzonmartino Apr 14, 2015 7:25 AM
    newspaper_advertising newspaper_advertising Apr 15, 2015 11:50 AM Flag

    This stock will continue to slide further and further onto oblivion. The new books hitting the street in most markets have less than 50% the page count of just three years ago. The only advertisers that stay in the books are business owners that are 55+, and afraidbto do anything else. I am short and staying this way all the way to zero. 18 months at most.

    Sentiment: Strong Sell

  • Reply to

    Who knows

    by robbrush Apr 15, 2015 8:59 AM
    newspaper_advertising newspaper_advertising Apr 15, 2015 11:42 AM Flag

    Why, did Buffet buy more?

    Sentiment: Hold

  • Reply to

    amazon home services Vs DXM

    by lorenzonmartino Apr 14, 2015 7:25 AM
    newspaper_advertising newspaper_advertising Apr 14, 2015 10:58 AM Flag

    The business DEX has lost to Angie's List, which can not be understated, is about to be dwarfed by what this company will lose to Amazon, and Google going forward. Since print is nearly dead, the upcoming loss of internet revenue to these companies will be the death of DEX. BANKRUPTCY all but certain by 2017.

    Sentiment: Strong Sell

  • newspaper_advertising by newspaper_advertising Apr 12, 2015 11:45 AM Flag

    There low goals that Dex put as on the DGA is a joke. Pay $500 a month and they promised to give you ten profile views or 5 phone calls. The phone calls could be from solicitors, sales reps, wrong numbers etc. The profile views barely if ever go to the clients website. Many times the profile view number goes up 5-10 the monthly average right before renewal time. Wow, 200 profile views and not one customer. The house of cards is quickly collapsing, and with Amazon and Google getting in the home services space with their own programs, DEX IS TOAST

    Sentiment: Strong Sell

  • newspaper_advertising newspaper_advertising Apr 12, 2015 11:34 AM Flag

    Kyle Bass has no interest in spending any of his time being involved with this company. There is no saving this one

    Sentiment: Strong Sell

  • newspaper_advertising newspaper_advertising Apr 11, 2015 11:53 AM Flag

    no DEX had already been bankrupt once and was on the way again.

    Sentiment: Strong Sell

  • Reply to

    Going Down!!!

    by abrucadabra Apr 2, 2015 2:32 PM
    newspaper_advertising newspaper_advertising Apr 10, 2015 3:26 PM Flag

    Are you also organizing a Boycott against Apple, Walmart, ELi Lilly? Just wondering, they took the same stance. And oh, by the way, the LAW has been changed already, so now will you also boycott the Indiana Government and work to get Pence thrown out of office? Just asking?

    Sentiment: Buy

  • newspaper_advertising newspaper_advertising Apr 10, 2015 1:30 PM Flag

    How about the NET PROFIT NUMBER? oh wait, there isnt any. That's what matters, all the rest of these terms are phantom cash flow numbers that mean diddly, due to huge debt and assets that have to be written down as the value of the acquisitions shrinks.

    Sentiment: Strong Sell

  • newspaper_advertising newspaper_advertising Apr 9, 2015 8:23 PM Flag

    yeah, but the problem here is the I is 370,000,000 and the D is $650,000,000 so right there, thats 1 Billion a year . EBITDA is a number thrown around by companies that aren't making any net profit. What they are saying is, " if we didn't borrow money to make acquisitions that we have to write down, we'd be in great shape". The interest payments never go away unless the debt is reduced to zero, which is impossible to do unless free cash flow far exceeds all expenses. So no, SEBA, your comment shows how little you know about business accounting.

    Sentiment: Strong Sell

  • newspaper_advertising newspaper_advertising Apr 9, 2015 7:57 PM Flag

    They will need the cash to make payroll, pay taxes, pay for printing, fund the pension fund, and make severance payments as they continue to cut staff in any way they can. This company will never have more cash on hand than it has now, and it won't last long.

    Sentiment: Strong Sell

  • newspaper_advertising by newspaper_advertising Apr 9, 2015 4:32 PM Flag

    The stock is off more than 50% in the last 4 months. Does anyone feel like they have put anything in place that is going to generate revenue growth? I am not seeing it, and its not showing up in any papers we measure. Another four months like the last four months and this is back in penny stock /delisted stage. When will it end?

    Sentiment: Hold

  • DEX has lost more than $1 BILLION in the last two years alone. How will they ever get out of debt? How will the company ever be able to invest in any new technology as it's core business erodes and the losses pile up, day after day, week after week, and month after month? The answer is obvious. IT cant. Short this puppy to zero, it will be here before you know it. SELL SELL SELL SELL SELL SELL

  • newspaper_advertising newspaper_advertising Apr 8, 2015 11:42 AM Flag

    Why so low? The Google scam where Dex keeps 25-65% of the client's ad budget as management fees has finally reached the tipping point. Every newspaper sales staff and radio station and TV station rep now are using these ridiculous fees as a door opener to win business. Greed is not good, Chapter 33 within 18 months.

    Sentiment: Strong Sell

  • Reply to

    Angie hates Christians

    by tim_donnaparrott Mar 31, 2015 9:25 PM
    newspaper_advertising newspaper_advertising Apr 3, 2015 2:04 PM Flag

    Angies list is taking the very Christ like stance of loving everyone, accepting everyone, and not judging anyone. Whats so hard to understand here?

    Sentiment: Strong Buy

  • newspaper_advertising by newspaper_advertising Apr 3, 2015 1:43 PM Flag

    Its only a matter of time that this stock goes to $2 or lower.
    Joe Walsh is following what he did at Yellowbook by closing all offices, lowering the cost of ads in the book, and trying to stay relevant in the print world. Most DEX books are less than half the size of 5 years ago. Why would anyone throw away a larger book with the newer, less content book. Nearly 65% of all newly delivered books get thrown our or recycled immediately.

    The Google partnership is falling apart as DEX keeps more and more of their customer's online budget for "management fees", which is a joke. Nearly all of DEX's Google Programs are set up without using any human contact at all. The entire concept is crumbling quickly and Walsh's reaction is to separate his sales team, remove management, and try to hang on. Two years, tops. This is headed for another bankruptcy, guaranteed.

    Sentiment: Strong Sell

  • newspaper_advertising by newspaper_advertising Apr 3, 2015 1:24 PM Flag

    Used to have $3,000,000,000 in yearly revenue, with $300,000,000 in net profit. Now the combined MNI and KRI can barely scratch $1Billion in yearly revenues, and going down from here. I sold everything today and will have to admit that this one has now seen her better days. I will only buy back in when it hits 73 cents per share. I hope my pension will be safe when its my time to take it, maybe I should take it now to at least get something out of this company. Thanks Tony Ridder for ruining Knight Ridder with this sale, and thanks Gary Pruitt for ruining MNI with the worst purchase in history.

    Sentiment: Strong Sell

  • Reply to

    Disappointing Quarterly Results

    by pipbustergreen Feb 5, 2015 11:24 PM
    newspaper_advertising newspaper_advertising Feb 16, 2015 10:05 AM Flag

    The most shocking factor is the more than 8% drop in preprint revenue. Most of this revenue drops to the bottom line, so losing this business is having a big impact on the company. With paid print circulTion numbers dropping, the revenue will continue to slide here. Not a good number to see in this report.

  • newspaper_advertising newspaper_advertising Feb 12, 2015 9:12 AM Flag

    Grippa. Good info there. I had not seen that. Maybe Gannett will acquire some newspaper companies, though that company has never been known to overpay. Very shrewd operators and definitely a possibility as you state. Thanks for the info

  • newspaper_advertising newspaper_advertising Feb 11, 2015 12:18 PM Flag

    Grippa, i used to think that Google would one day acquire newspapaer companies but I was dead wrong there. Yes, the revenue slide continues and it seems hard to believe that nearly every business totally ignores print buys as any part of their marketing mix. I doubt that Gannett will buy MNI as they have the same issues with revenue sliding in print. The Washington Post sale, for literally pennies on the dollar to Bezos shows that even the biggest and best names in the business have no street value. I dont know why I still own stock in this company, but over the past decade I have been really good at trading it, shorting it, going long that i feel I have a good pulse on this one. But not lately. If and when it hits $3.50 i'm gone for good.

LEE
3.03-0.03(-0.98%)Apr 17 4:01 PMEDT