Gannett Co., Inc.
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Aptly-Named Contrarius Investment Making Some Contrarian Moves
By Meena Krishnamsetty - May 23, 2013 | Tickers: AAPL, GCI, GOOG, NVDA, NYT
As hedge funds’ Q1 13F filings continue to flutter in, we have a unique opportunity to get a hand-on look at each of these major players’ best equity picks. See the original 13F of Contrarius Investment, the fund we'll be focusing on, here.
The top dog
Apple (NASDAQ: AAPL) has kept its number one spot in the fund’s top five equity holdings, and actually saw the size of more »
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Top 5 Dividend Companies of Warren Buffett
By Karin Hernandez - May 20, 2013 | Tickers: COP, GCI, GD, GE, GSK
TheStreet.com recently ran an article outlining five companies that Warren Buffett holds in his portfolio that yield 3% or better. I decided to take a look at these five companies, since I love dividend companies, and to some degree I love Warren Buffett. (I like to read what he is doing, but I don’t own any of Berkshire Hathaway’s stock.)
I’ve been writing about dividend stocks more »
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This Newspaper Company Is Still Solid
By Nick Chiu - May 20, 2013 | Tickers: GCI, NYT, WPO
Gannett Co. (NYSE: GCI) is an international media company operating on multiple platforms, ranging from Internet and newspaper to TV stations. Gannett publishes 82 daily U.S. newspapers, including USA TODAY, which is the nation's largest-selling daily newspaper.
Recent development
For Q1, Gannett reported EPS of $0.44 per diluted share on a GAAP basis as compared to $0.28 for Q1, 2012. Operating income increased $15 million as more »
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This Industry Isn't Dead Yet
By Nauman Aly - May 13, 2013 | Tickers: GCI, NYT, WPO
While there may still be some profits left in the dying publishing sector, investors will have to look pretty hard, while also keeping a close eye on developments in new technology that is being adapted to take the place of the old. One way that some of the media companies are working to increase their profits is by shedding underperforming assets -- namely in the publishing arena. But the question is more »
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Are Newspapers Dead?
By Robert Ciura - May 7, 2013 | Tickers: GCI, NYT, WPO
The rapidly evolving technology landscape is a discussion usually focused on the market’s biggest tech stocks. However, the way in which consumers receive and utilize media is affecting industries other than just the technology sector. In particular, the newspaper business is at a critical turning point.
The push for high-profile technology companies to capitalize on the trend towards mobile has been well-documented. Less so, however, is the turbulence surrounding more »
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A Cheap, Dividend Paying Stock That You Shouldn’t Miss
By Harsh Chauhan - May 7, 2013 | Tickers: GCI, NWSA, NYT
The first time I’d looked at USA Today publisher Gannett (NYSE: GCI) in July last year, the company was making some really impressive moves and positioning itself for the digital age of newspapers. More than nine months down the line, the stock has appreciated almost 40% since I first covered it, reaffirming my faith in management’s execution and the company’s direction.
However, shares of Gannett fell around more »
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Some Newspapers Are Growing!
By Ash Anderson - May 6, 2013 | Tickers: GCI, NWSA, NYT
This past weekend was the famed Berkshire Hathaway shareholders meeting. One thing that Berkshire has been buying like crazy over the past couple of years is newspapers. Some have criticized the Oracle for this but could there be more to it?
The latest figures from the Alliance for Audited Media were just released, and it really made me take a second look at this newspaper market, especially those at the more »
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An Untapped Media Income Investment
By Marshall Hargrave - April 22, 2013 | Tickers: GCI, NWSA, NYT
After taking note that many major media companies have a cash problem (too much cash), meaning they could look to increase their dividend yields in the interim, it turns out one of the overlooked media companies is already paying an impressive dividend yield. -
This Media Company Is Donald Yacktman's Top Pick
By Anh HOANG - April 11, 2013 | Tickers: GCI, NWSA, MNI
Donald Yacktman, the founder and CIO of Yacktman Asset Management, is famous as a value investor, and his fund manages more than $16 billion. His philosophy is to buy growth companies at low prices -- the combination of “growth” and “value” investing. He looks for companies with three main attributes: Good business, shareholder-oriented management, and low purchase price.
Interestingly, his most favorite idea is News Corp (NASDAQ: NWSA). He owned more more »
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Could An Internet Interloper Steal The Local News Market?
By Reuben Brewer - April 10, 2013 | Tickers: AOL, GCI, TRBAA
Early last year, The Pew Group found that over 70% of adults are interested in local news. The biggest source of that news was the local paper. However, the Internet is changing things and that could materially alter the look and feel of the local news industry for good. AOL (NYSE: AOL) could wind up the big winner.
The Biggest Local
The newspaper industry has been devastated by the Internet more »
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Could An Internet Interloper Steal The Local News Market?
By Reuben Brewer - April 9, 2013 | Tickers: AOL, GCI, TRBAA
Early last year, The Pew Group found that over 70% of adults are interested in local news. The biggest source of that news was the local paper. However, the Internet is changing things and that could materially alter the look and feel of the local news industry for good. AOL (NYSE: AOL) could wind up the big winner.
The Biggest Local
The newspaper industry has been devastated by the Internet more »
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This Media Company is Donald Yacktman's Top Pick
By Anh HOANG - April 8, 2013 | Tickers: GCI, NWSA, MNI
Donald Yacktman, the founder and CIO of Yacktman Asset Management, is one of the great value investors, managing more than $16 billion. His philosophy is to buy growth companies at the low prices, the combination of “growth” and “value” investing. He is looking for companies with three main attributes: Good business, shareholder-oriented management and low purchase price. Interestingly, his most favorite idea is News Corporation (NASDAQ: NWSA). He owned more more »
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Irving Kahn is Bullish on This Newspaper
By Anh HOANG - April 8, 2013 | Tickers: GCI, NYT, WPO
Investors might know from my previous articles, the four biggest holdings of the world’s oldest investment professional Irving Kahn are global pharmaceutical companies and banks including Pfizer, Merck & Co, Citigroup and New York Community Bancorp.
Besides pharmaceutical and banking industry, he is also invested heavily in the publishing industry. His fifth biggest position is The New York Times Company (NYSE: NYT). As of December 2012, Irving Kahn held nearly more »
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Irving Kahn Is Bullish on This Newspaper
By Anh HOANG - April 8, 2013 | Tickers: GCI, NYT, WPO
Investors might know from my previous articles, the four biggest holdings of the world’s oldest investment professional Irving Kahn are global pharmaceutical companies and banks including Pfizer, Merck & Co, Citigroup and New York Community Bancorp.
Besides the pharmaceutical and banking industries, he is also invested heavily in the publishing industry. His fifth biggest position is The New York Times Company (NYSE: NYT). As of December 2012, Irving Kahn held more »
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Multi-Billion Dollar Fund's Top Picks for 2013
By Meena Krishnamsetty - March 20, 2013 | Tickers: FAF, GCI, JLL, LAZ, IPG
Ariel Investments, managed by John W. Rogers, is one of the best success stories in the hedge fund industry today. Rogers launched Ariel Investments in 1983 after working as a stockbroker for a few years at William Blair, and 25 years later, the Princeton alum was awarded his university’s highest honor, the Woodrow Wilson Award. The former men's basketball captain started his own investment company with one major more »
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This Media Company Is Too Risky, Buy These Alternatives Instead
By Matthew Frankel - March 19, 2013 | Tickers: GCI, NWSA, NYT, WPO
The New York Times (NYSE: NYT) has done a great job in recent years of selling off its non-core assets in order to focus on maximizing the core New York Times brand all around the world. However, over the past month or so, shares of the company have begun to look a little too spiky, and I’m a bit concerned. Since early February, shares have popped 22% from the more »
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As Newspapers Fall, Content Is King
By Timothy Green - March 9, 2013 | Tickers: GCI, NWSA, NYT
The internet has forever altered countless industries, none more so than the newspaper business. Traditionally relying on advertising for the bulk of revenue, declining circulations have caused many newspapers to fold and others to suffer financially. But what's dying is the medium on which the news is delivered, not the content itself, and the companies which can successfully monetize digital distribution of their content will be able to not more »
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Three Takeaways From Buffett's Letter to Shareholders
By Ted Cooper - March 4, 2013 | Tickers: BRK-B, BRK-A, GCI, PGR
Warren Buffett's annual letter to shareholder is a must-read for businessmen and investors alike. He released the most recent edition on Friday and it does not disappoint. If you haven't read it yet, I encourage you to read the whole thing by clicking here.
As usual, it is piled high with investment wisdom. However, I think there are three main points that investors should take away from the more »
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What News Company is a Good Pick Now?
By Anh HOANG - February 26, 2013 | Tickers: GCI, NYT, WPO
Many investors are staying away from newspaper stocks because the internet has taken away the previously wide moat of the business. However, Jim Cramer has recently turned bullish on The New York Times Company (NYSE: NYT) after the company announced that it planned to divest the Boston Globe in order to focus on its core business. According to him, The New York Times’ core business was not the print business more »
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Reading the Newspapers and Media Stocks
By Nate Wooley - February 25, 2013 | Tickers: GCI, NWSA, MNI, NYT, WPO
It's interesting, to me at least, to watch the old grey lady, The New York Times, as it attempts to get out from under The Boston Globe. The initial thought, when the Times bought the Globe, was that a northeast powerhouse newspaper could really gain some synergies. Guess not, given that the price the Times is hoping to get for the Globe is much less than it paid.
Well more »
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