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Lee Enterprises, Incorporated Message Board

newspaper_advertising 91 posts  |  Last Activity: Aug 1, 2015 2:50 PM Member since: Nov 4, 2005
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  • newspaper_advertising by newspaper_advertising Jul 17, 2015 10:20 AM Flag

    Will it be this month? This quarter? next week? Only time will tell, but the slow blood letting continues, drip drip drip down down down with no fear of any significant upside reversal. This was too easy.

  • newspaper_advertising by newspaper_advertising Jul 8, 2015 1:48 PM Flag

    Despite all the negatives, I gotta get some more here as I do not believe this is going bankrupt any time soon. Now holding 44,000 shares at an average of $1.08 per share.

    I'll sell it when it gets to $2.50 or buy more if it stays in here the next few days.

    To me, it looks like the digital efforts they are making are starting to take shape in many markets.

    Sentiment: Hold

  • newspaper_advertising by newspaper_advertising Jul 6, 2015 7:47 PM Flag

    Mr. Weil will get $5k per month the rest of this year and $2,500 per month for all of 2016. Why? How? On his watch, the value of the company went down by nearly 90%, and the newspapers he "managed" were some of the poorest performing papers in the entire US. I guess being Gary Pruitt's lapdog all these years is still paying off. Some things never change.

    Sentiment: Strong Buy

  • newspaper_advertising by newspaper_advertising Jul 6, 2015 7:41 PM Flag

    The way this stock is acting, that number might come up this week. Wow, what a meltdown. Taking your own company off the market is kinda like Donald Trump saying he wanted to cancel the Apprentice, MISS Universe and his merchandise deal with Macy's. No one believes Stoppleman or Trump. They couldnt find a buyer to pay more than $22 a share,

    Sentiment: Sell

  • newspaper_advertising by newspaper_advertising Jul 4, 2015 12:14 AM Flag

    wow, maybe I'll be able to cover my significant short on this dog this week or next. It's only a matter of time, market cap of this puppy should be about $55 million, so YOU do the math. For me, most of my substantial profit was locked in long ago, there is ABSOLUTELY no bounce coming here until $32 or lower

    Sentiment: Sell

  • newspaper_advertising by newspaper_advertising Jul 2, 2015 11:26 AM Flag

    This is a broken business model that has little chance of long term success. For every negative review posted by a real diner or a masked competitor, another potential business partner gets screwed. No one in the restaurant industry wants to pay for advertising that could link to negative reviews at any time. It's just a flawed model and the CEO and other top execs sell as often as they can. If they don't beleive in their own company, why should anyone else. It could drop as low as 15, but only time will tell.

    Easiest short position I have ever taken in more than 35 years of investing.

    Sentiment: Sell

  • Reply to

    MNI - Tipping Point Coming

    by yoyoyo0099 Jun 30, 2015 1:42 PM
    newspaper_advertising newspaper_advertising Jul 1, 2015 7:24 PM Flag

    Just take a look at any McClatchy newspaper and see how few ads are in them, almost any day more promo space than paid ads. Perception has become reality. This being said, I am waiting for $1 to lock and load on another 30,000 shares. There is no short term threat of bankruptcy here. NONE.

    Sentiment: Hold

  • newspaper_advertising by newspaper_advertising Jun 30, 2015 9:26 AM Flag

    Will cover at around $32 per share. No way this stock keeps anywhere near the current value, CEO sells shares whenever he can, rest of the board does nothing but sells. They are trying to let you know that if you are long, you are wrong.

    Sentiment: Sell

  • newspaper_advertising newspaper_advertising Jun 26, 2015 10:10 AM Flag

    Yes, from one employee to three. Solid consistent growth. They have since closed the office and the new office is now Panera Bread.

  • newspaper_advertising by newspaper_advertising Jun 24, 2015 8:24 PM Flag

    Plan to cover at 31.75 or 32. Seems like it is getting closer as this ticks down down down down. Advertisers are bailing like crazy, word of mouth about heavy handed tactics will surely lead this stock down. Very confident this will be in the low 30's within the next 6-8 months.

    Sentiment: Sell

  • Reply to

    Dex Media platform DexLnk

    by hot_stocks49 Jun 19, 2015 1:06 PM
    newspaper_advertising newspaper_advertising Jun 22, 2015 6:13 PM Flag

    Ok you are right. This is the next Facebook or Google. I wish I would have realized that before the stock soared last week. Even louder lol.

  • Reply to

    DXM institutional ownership increased to 73.1%

    by hot_stocks49 Jun 19, 2015 1:14 PM
    newspaper_advertising newspaper_advertising Jun 21, 2015 8:58 AM Flag

    The company can't cut expenses fast enough to cover interest payments since top line revenue has taken such a hit. The massive drop in digital revenue growth set off the smoke alarms. This has sadly seen its better days, total liquidation not far off.

  • Reply to

    Dex Media platform DexLnk

    by hot_stocks49 Jun 19, 2015 1:06 PM
    newspaper_advertising newspaper_advertising Jun 21, 2015 8:51 AM Flag

    Its a free platform because no one would pay for it. How does a free software program for customers make money for Dex? As soon as they start to charge for it people will drop this CRM program that is 8-10 year old technology. Joe Walsh tried the same tactics at Yellowbook and failed miserably. Ballgame over.

  • newspaper_advertising by newspaper_advertising Jun 17, 2015 1:34 PM Flag

    Don't know when, but it should happen soon.

  • newspaper_advertising newspaper_advertising Jun 15, 2015 12:27 AM Flag

    Excellent point Hi_Ho. I didn't think CDS was available on such a low priced equity. Well worth exploring thanks

  • newspaper_advertising by newspaper_advertising Jun 13, 2015 9:56 AM Flag

    Just look at the two year chart and you'll see why. The technical side of my brain agrees, the fundamental side of my brain says this one can go A LOT lower. At $31.75 my gain will be more than $50 a share on this short. There is no stampede coming, this will continue to spin down, down, down as more solid competitors with deeper pockets penetrate the review space.

    Sentiment: Strong Sell

  • newspaper_advertising by newspaper_advertising Jun 13, 2015 9:44 AM Flag

    At one time not so long ago, just a small piece of MNI was worth more than Gannett. The share price and total market cap of Knight Ridder was higher than the same for Gannett in the early 80s
    . Gannett was much more aggressive in acquistions, and did a better job of managing the business. Then Tony Ridder came on the scene, and decided to sell the Knight Ridder tv stations and go all in on print.
    Gannett was adding tv stations as KR was selling.

    Then the 90s came along and Knight Ridder let the internet roll over them without an answer. At least Gannett tried to do things . Knight Ridder was sold to Gary Pruitt at the top of the market, forcing the current MNI into near bankruptcy. Gannett in the meantime was NOT buying any more papers, but was adding more tv and internet properties.

    The market cap of Gannett is now 73X higher than the market cap of MNI.

    Management made all the wrong moves on the KR/MNI side of the field, while over at Gannett, they made many more good moves than bad moves.

    GCI is ready to split the business into past and future companies, another smart move that will avoid the tv and intenet properties from being dragged down by the newspaper companies struggling to survive. Management does matter.

  • My over and under date is April 21, 2016. Think this company is till breathing past then?

  • Reply to

    This Slater development is a very bad omen

    by joelsilver29 Jun 12, 2015 2:41 PM
    newspaper_advertising newspaper_advertising Jun 13, 2015 9:24 AM Flag

    The board isnt replacing the position because they have given up all hope that this will continue as an ongoing concern. Screw your customers, and your employees, like Joe Walsh has done, and the entire marketplace hears about it and moves their ad dollars elsewhere. It's no secret, this company is DOOMED. There will be no refinancing, no recap, nothing but a total liquidation. Too bad, there will be sever cutbacks in peoples pensions at this rate.

  • Reply to

    Lorenzo and Seb

    by c.redright Jun 8, 2015 11:01 AM
    newspaper_advertising newspaper_advertising Jun 10, 2015 11:34 AM Flag

    Non renewal with Google, Yahoo and Bing makes no sense.

    The search engine companies use companies like DEX as their serfs, giving them a small percentage of the total volume at the end of each year.

    DEX skims about 40% off the top for "digital management" fees, which usually means hiring some nimrod in India or pakistan to write a few Google adwords ads, buy their own name on search, and hope these ads generate a few calls to beat the ridiculously low guarantees they offer.

    You can only go to the well so many times before clients move on the the next best thing in digital. This is what has happened to DEX. There will be no miracle turnaround, and what cash flow they will generate in the future, will be voraciuosly consumed by just the interest on the debt this company owes.

    It will be a slow trickle into total liquidation, banks and lenders will take a total loss on this, write it off, and move on. In the overall scheme of things, the amount of total debt is a speck on the balance sheet of most of these note holders.

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