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Lee Enterprises, Incorporated Message Board

tgagrippa 38 posts  |  Last Activity: 9 hours ago Member since: Aug 1, 2008
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  • Reply to

    Same song and dance

    by jungianshadow 11 hours ago
    tgagrippa tgagrippa 9 hours ago Flag

    Somebody likes what they saw in today's CC. Up 21 percent at this moment on high volume.

    Sentiment: Hold

  • Reply to

    CC thoughts....

    by uptabdowntab 13 hours ago
    tgagrippa tgagrippa 13 hours ago Flag

    All interesting points but, of all 8, I think #6 is the most interesting. And quite possibly true. The market is a funny thing.

    Sentiment: Hold

  • Reply to

    Can someone explain this to me?

    by benny2run Jul 31, 2014 11:31 AM
    tgagrippa tgagrippa Jul 31, 2014 6:36 PM Flag

    Yes. Now, to be sure, today saw a terrible sell-off in the overall market, so BWEN faced a headwind (pun unintentional). Had today been a "normal" market day we probably would have been up a few percent. But fundamentally, yes, it's the tax credit issue. Those predicting $20 for this stock absent a favorable resolution of the PTC issue are kidding themselves. With a favorable resolution, then yeah. Maybe.

    Sentiment: Hold

  • Reply to

    WDC cc this afternoon confirmed

    by uptabdowntab Jul 30, 2014 7:51 PM
    tgagrippa tgagrippa Jul 31, 2014 1:52 PM Flag

    Actually, the average daily volume over the past three months is more like 229,000, according to Yahoo. But your point is still valid. At the moment, a few minutes before 1 p.m. Central, as we endure a terrible market sell-off, HTCH is the only green ticker symbol among the 20 or so holdings on my computer screen, though the volume appears nothing special.

    Sentiment: Hold

  • Reply to

    Excellent 2nd Quarter Earnings

    by upthedivy Jul 22, 2014 5:17 PM
    tgagrippa tgagrippa Jul 25, 2014 1:26 PM Flag

    Agreed. There will likely be a payday for longs sometime in the next 12 to 18 months when the company announces (as I believe it will) a split of the print and broadcast businesses as News Corp. has done and as Tribune company is scheduled to do. Then again, the GCI CEO said this week, in answer to an analyst’s question, that some newspapers are for sale. In that case, longs will benefit from the cash infusion, though I believe the aforementioned split is the more likely outcome for most of the print properties. Then there are the digital properties, which include Careerbuilder. Plus the dividend, which pays us to wait. And I believe management is truly focused on shareholder value and not simply spouting platitudes. The GCI future looks brighter for longs than it has any time since the Great Recession. The value here as we sit today could very well be $45 to $50.

    Sentiment: Hold

  • Reply to

    I sold 60% of my stock today

    by mcaplan2006 Jul 16, 2014 9:07 PM
    tgagrippa tgagrippa Jul 18, 2014 5:13 PM Flag

    Agreed, and I doubt that NextRadio will ever mean much. I mean, how many Millennials (AKA 20-somethings) do you know who really give a rip about radio? Wasn't that way when I was a 20-something. (I'm 59 today.)

    I don't listen to EMMS stations (not in the market) but when I do tune in to commercial radio on longish car trips I'm astounded by the ratio of commercial time to content. I'd swear that it's something like 32 minutes of content and 28 minutes or commercials per hour. It is, in my opinion, to the point where it's almost unlistenable. I only do it when what's on NPR doesn't interest me. And the repetition in the commercials suggests to me that they haven't got a very broad advertiser base.

    Like newspapers, the problem here is secular and actually may not be fixable. No, I'm not a closet short here to bash. I'm long at prices way below today's level but beginning to believe I made a mistake by not cashing out around the time Longtime did most of his shares.

    Sentiment: Hold

  • tgagrippa tgagrippa Jul 18, 2014 4:14 PM Flag

    Chuck: Is there an end game here worth playing for an investor, or are we just in for more years of $1 and change? How do you see it?

    Sentiment: Hold

  • Reply to

    ALU is RIPE for a takeover

    by plantmatter Jul 17, 2014 10:44 AM
    tgagrippa tgagrippa Jul 18, 2014 2:45 PM Flag

    Who would be the buyer?

    Sentiment: Hold

  • tgagrippa tgagrippa Jul 17, 2014 2:50 PM Flag

    I am long and wish I could agree but suspect this might be dead money until the November election and possibly well into 2015 due to the PTC issue.

    Sentiment: Hold

  • tgagrippa by tgagrippa Jul 16, 2014 5:31 PM Flag

    The extraordinary volume today (34 million shares -- nearly 6 times the rolling average) implies institutional selling. If so, it may be a long slog to get today's 7 percent loss back. I can't help but think it's overdone, but them's the numbers.

    Sentiment: Hold

  • Reply to

    Blackrock post from late yesterday deleted?

    by uptabdowntab Jul 11, 2014 4:25 PM
    tgagrippa tgagrippa Jul 11, 2014 4:52 PM Flag

    I don't remember seeing it but the Yahoo censors work in mysterious ways. My censored posts generally disappear within a minute or even evaporate without ever being published because of some forbidden content. It's not because of profanity because I don't roll that way. I think Yahoo is a bad company, actually, and the only reason I stick around them is these stock boards, which don't seem to exist in a meaningful way anywhere else online I know of.

    Sentiment: Hold

  • Reply to

    Mastarbation

    by rosen62 Jul 9, 2014 12:26 PM
    tgagrippa tgagrippa Jul 9, 2014 5:46 PM Flag

    You have some good points to make. And I, too, have my doubts about NextRadio ever being a big deal.

    Sentiment: Hold

  • Reply to

    Mastarbation

    by rosen62 Jul 9, 2014 12:26 PM
    tgagrippa tgagrippa Jul 9, 2014 12:53 PM Flag

    You used three different versions of the word 'masturbate' in this post and managed to misspell each of them. That, along with your use of the word 'idiot,' is my biggest disagreement with you. He isn't an idiot, but he does seem to be treading water. I think terrestrial radio is in much the same situation as newspapers, frankly. I know from his previous posts that Longtime keeps an eye on the radio biz -- or used to. Maybe he'll be along with his take.

    Sentiment: Hold

  • The fall in HTCH following the brief day or two of happiness we had a week or so ago is a problem, but not all that big a problem because it is, unfortunately, business as usual for HTCH. But the precipitous fall in small caps in general is a real concern because I worry that it might presage a big market pullback that one or two on this message board predict. (Although, let's face it, every stock message board has its doom-and-gloomers.) Does this worry anyone else ...Uptab...Micro...Longtime?

    Sentiment: Hold

  • Reply to

    What the heck is going on with this stock?

    by microcaptrader Jul 1, 2014 12:15 PM
    tgagrippa tgagrippa Jul 2, 2014 5:04 PM Flag

    I, too, have been intrigued by the upward march of COBR in the past week. And, like you, I've tried to not get excited about it because they volumes are so low. But if you're long, like me, then it sure beats quicksand this stock has been mired in for many months now.

    Sentiment: Hold

  • Reply to

    Headed Above $3.00/Share

    by johnsonjoel1 Jun 30, 2014 2:55 PM
    tgagrippa tgagrippa Jun 30, 2014 3:32 PM Flag

    Uptab: I think you are right when you say a fund or fundies are piling in so it's on the books my month's end, which is also a quarter's end. I believe the Wall Street term for this is "window dressing." That said, they would not do that unless they saw better times ahead for the stock. So it is clearly a ringing endorsement. I note that volume is 6 times average and we're still 30 minutes away from closing. I look for some pull back back Tuesday as a few long-suffering owners in this for cheap take profits. But I doubt the pull-back will be steep. Finally, a reason to feel good about this thing, $200k secretary and all. OK just kidding about the secretary.

    Sentiment: Hold

  • Reply to

    Great Investment Now -- Short Squeeze to come

    by jdsomers Jun 16, 2014 2:30 PM
    tgagrippa tgagrippa Jun 24, 2014 4:36 PM Flag

    Wirtz: My thoughts exactly. Short squeezes do happen but with no where near the frequency you'd think they do if you hang out on these boards. If I had $10 bucks for every time I've read about an impending short squeeze on a Yahoo stock board I could retire. The short squeeze is not exactly in the category of urban legend but whatever category exists below urban legend, that's where it belongs.

  • Reply to

    Loserville for Longs...lol.

    by mrwatson333 Jun 24, 2014 3:56 PM
    tgagrippa tgagrippa Jun 24, 2014 4:29 PM Flag

    It may interest you to know that the legal definition of slander is uttering something that damages another's reputation that you know to be false. So unless you're sure Longtime is about to be homeless you might want to cool your jets. I realize you're feeling all-powerful over COCO. You were right and LT was wrong. He has admitted as much on the COCO board. Are you a big enough man or woman to own your mistakes in a public forum like this? Why do shorts always have to be so nasty?

    Sentiment: Hold

  • Reply to

    Hey there bargainhunter, haven't you

    by uptabdowntab Jun 19, 2014 12:48 PM
    tgagrippa tgagrippa Jun 23, 2014 4:49 PM Flag

    I truly do not mean this to be snarky or hurtful but you do realize, don't you, that in investing, where the time value of money and the opportunity costs that result from holding an underwater position are realities, that the other word for "early" is "wrong"? I was even earlier than you to the party here and, therefore, even more wrong.

    But let me ask a question that might educate me, if you don't mind. If HTCH would be a buy at $16 in a few years then why isn't it an even better buy for those same companies at today's share price of $2? What am I missing?

    Sentiment: Hold

  • Reply to

    Hey there bargainhunter, haven't you

    by uptabdowntab Jun 19, 2014 12:48 PM
    tgagrippa tgagrippa Jun 23, 2014 4:41 PM Flag

    I think your prediction is correct. If they disappoint uptab et al will get a buying opportunity in the $1.60-ish range I'm guessing.

    Sentiment: Hold

LEE
3.70-0.10(-2.63%)Aug 1 4:06 PMEDT

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