Blogs about MDP - Stockpickr! Your Source for Stock Ideas

Blogs about MDP

Blogs	Description	Date Updated
Thursday's Upgrades and Downgrades	UpgradesSturm Ruger (RGR)- CL King Neutral » Accumulate Arkansas Best (ABFS)- Morgan Keegan Mkt Perform » Outperform KVH Industries (KVHI)- Needham Hold » Buy Green Bankshares (GRNB)- Stifel Nicolaus Hold » Buy Coach (COH)- Citigroup Hold » Buy Fifth Third (FITB)- BMO Capital Markets Market Perform » Outperform Labranche (LAB)- BMO Capital Markets Underperform » Market Perform IDT Corp (IDT)- Stanford Research Sell » Hold Brinker (EAT)- KeyBanc Capital ...	April 24, 2008
Consistent Cash Creators, Part 4: Normalized EY	Last week I received a great suggestion for normalizing the earnings yield number I use to sort the list of Consistent Cash Creators. Instead of just using EBIT from the previous 12 months, I instead used the average EBIT over the past 7 years divided by enterprise value for today’s screen. The idea here is that using the average EBIT over the past 7 years will adjust for companies at the top or bottom of a particular industry cycle. According to the comment I received, this is suppose to...	March 27, 2008
Consistent Cash Creators	The topic of consistent free cash flows came up in the Value Investing News Forum last week. A member was scanning the S&P 500 one company at a time looking for companies that are consistent free cash flow generators. I thought there might be a better way to scan far more companies to identify the ones that are consistently growing their free cash flows from year to year. As you might have noticed, I like to use linear regression to examine historical free cash flows. As part of doing thes...	February 08, 2008
A $5.75 Billion Deal for Nuveen. A Giant Leap for MDP?	Madison Dearborn Partners wants to play with the big boys. The Chicago private-equity firm has been on a tear for months now, buying up multibillion-dollar companies that dwarf its earlier purchases. It took the lead on buying gadget retailer CDW Corp. for $7 billion in late May. Today comes news that it nabbed money manager Nuveen Investments for $5.75 billion. All told, MDP has done five buyout deals this year with a total announced value of nearly $17.6 billion. That contrasts with two dea...	June 20, 2007
March Ad Data .... more mergers seem likely	Filed under: Internet, Competitive strategy, Google (GOOG), Microsoft (MSFT), Yahoo! (YHOO), eBay (EBAY), Time Warner (TWX), DealsComScore has released some March data, and it shows a shift in AD RANKINGS in March as providing an interest precursor to the Google Inc. (NASDAQ: GOOG) acquisition of DoubleClick. If you think about the data in the full release, there are probably more mergers and partnerships coming industry-wide.Key Social Networking and Video sites: Facebook.com was one of the top...	April 26, 2007
Child goes the way of Life	Filed under: Newspapers, Magazines, Internet Score another one for the Web 2.0 revolution. Just one day after Time Warner Inc. (NYSE: TWX)'s Life magazine announced that it was done as a print publication, Meredith Corp (NYSE: MDP) is now saying that Child will become online-only. As I wrote earlier, I think that we will continue to see the collapse of numerous other print publications, newspapers and magazines alike. Many of them simply lack a compelling raison d'etre (Yep, I took French) with...	March 29, 2007
Small Cap Watch List Changes	With the end of the first quarter approaching, it is time to adjust the names in our Watch Lists. We will price all the new lists as of the close on Friday, March 30. Today we present our planned updates to the Small Cap Watch List. Frankly, we were surprised at the amount of turnover in our screens. Only 9 of the original 29 names made the cut for the new list (which comes in at only 24 names.) Still, given the level of outperformance we saw in the first quarter (actually just two months) and t...	March 28, 2007
MDP: More Restructuring for Meredith Corporation	By William Trent, CFA of Stock Market Beat When Meredith Corporation (MDP) reported earnings, we noted:This was slightly ahead of expectations, due in part to strong advertising trends. However, the guidance was ever so slightly below expectations. We are also concerned that circulation revenue fell (publishers get paid both for the subscriptions and the advertising.) If circulation trends are down it could lead to lower advertising rates in the future. Although the impetus for the decline ...	March 28, 2007
MDP: More Restructuring for Meredith Corporation	When Meredith Corporation (MDP) reported earnings, we noted: This was slightly ahead of expectations, due in part to strong advertising trends. However, the guidance was ever so slightly below expectations. We are also concerned that circulation revenue fell (publishers get paid both for the subscriptions and the advertising.) If circulation trends are down it could lead to lower advertising rates in the future. Although the impetus for the decline was price reduction rather than lower numbers o...	March 27, 2007

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