Lamar Advertising Company

  • Should Investors Buy These Potential REIT Conversions?

    By Anh HOANG - August 6, 2013 | Tickers: EQIX, IRM, LAMR

    Since the beginning of the year, shares of Equinix (NASDAQ: EQIX) have dropped significantly. The company's stock has fallen by more than 14%, faring much worse than the S&P 500’s gain of nearly 19.90% during the same period. As a result, famous investors including Ray Dalio, Ron Baron and Steven Cohen accumulated Equinix for their portfolios in the first quarter this year. Should we invest in more »

  • Follow the Signs

    By Dan Moskowitz - July 29, 2013 | Tickers: CCO, LAMR, OMC

    The next time you take a road trip, pay attention to the billboards. Don’t just look at the actual billboard, where you might find a cow telling you to eat more chicken, look at the bottom of the billboard. You might see the name Lamar, which stands for Lamar Advertising (NASDAQ: LAMR).

    The good news

    In addition to digital, transit, and special product advertising, Lamar is a big player more »

  • Madison Avenue Meets the Information Superhighway

    By Madhukar Dubey - July 10, 2013 | Tickers: LAMR, OMC, RLOC

    The advertising industry is smack in the middle of a sea change from traditional advertising media, like TV and radio, to the brave new worlds of digital and social. According to Carat, worldwide advertising spending is expected to increase by 3.7% in the current year and 5% next year. Most importantly, digital advertising is expected to grow by 14.4%, outpacing the overall advertising industry. This changing scenario is more »

  • Billionaire Steve Cohen’s SAC Has Been Buying This Advertising Stock

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CBS, CCO, LAMR, NCMI, VCI

    A 13G filed with the SEC has disclosed that billionaire Steve Cohen’s SAC Capital Advisors owns 4.2 million shares of Lamar Advertising (NASDAQ: LAMR), giving the fund a 5.3% stake in the $4.1 billion market cap outdoor advertising company with a primary focus on billboard advertising. We track SAC’s quarterly 13F filings alongside those of hundreds of other hedge funds as part of our work more »

  • Don't Let the IRS Scare You

    By Marshall Hargrave - June 21, 2013 | Tickers: EQIX, IRM, LAMR

    Iron Mountain (NYSE: IRM) tumbled some 15% last week after the IRS scared investors out of the stock. The paper and online records company announced just over a year ago that it planned to change to Real Estate Investment Trust (REIT) status, and with the recent pullback the stock is now essentially flat since the announcement from a year ago. 

    The IRS is assessing if it will revise the definition more »

  • How Market Leadership Enables This Company to Earn Outsized Profits

    By Ted Cooper - June 14, 2013 | Tickers: CBS, CCO, LAMR

    Investors seeking safety of principle and long-term out-performance would do well to only buy companies that dominate their markets. Market leaders often earn outsized profits and dictate what the rest of the market participants can or cannot do. This sets the market leader up for long-term success.

    Market leaders include well-known companies like Coca-Cola in carbonated beverages, PepsiCo in salty snacks, and American Express in consumer credit. Each of these more »

  • The Best Stock in Outdoor Advertising

    By Ted Cooper - April 15, 2013 | Tickers: CBS, CCO, LAMR

    Few companies exist today that dominate their core markets like Lamar Advertising (NASDAQ: LAMR). Alongside its primary domestic rivals, Clear Channel Outdoor Holdings (NYSE: CCO) and CBS Corp. (NYSE: CBS), Lamar benefits from structural advantages inherent in outdoor advertising.

    Favorable product economics

    For instance, the Highway Beautification Act of 1965 requires the federal government to stop sending highway funds to states that do not restrict outdoor advertising along interstate and more »

  • The Best Stock in Outdoor Advertising

    By Ted Cooper - April 15, 2013 | Tickers: CBS, CCO, LAMR

    Few companies exist today that dominate their core markets like Lamar Advertising (NASDAQ: LAMR). Alongside its primary domestic rivals, Clear Channel Outdoor Holdings (NYSE: CCO) and CBS Corp. (NYSE: CBS), Lamar benefits from structural advantages inherent in outdoor advertising.

    Favorable product economics

    For instance, the Highway Beautification Act of 1965 requires the federal government to stop sending highway funds to states that do not restrict outdoor advertising along interstate and more »

  • This REIT Spin-Off Could Bring Out Big Value

    By Mike Thiessen - April 15, 2013 | Tickers: IRM, LAMR, PENN

    In late 2012, well-known casino and racetrack operator Penn National Gaming (NASDAQ: PENN) set the sector on fire by announcing its intention to spin off the gaming industry's first publicly traded REIT. With nearly 7 million square feet of available gaming space on 3,200 acres of wholly owned land, Penn's REIT would manage a large chunk of the company's current real estate holdings. Penn National Gaming more »

  • This REIT Spin-Off Could Bring Out Big Value

    By Mike Thiessen - April 15, 2013 | Tickers: IRM, LAMR, PENN

    In late 2012, well-known casino and racetrack operator Penn National Gaming (NASDAQ: PENN) set the sector on fire by announcing its intention to spin off the gaming industry's first publicly traded REIT. With nearly 7 million square feet of available gaming space on 3,200 acres of wholly owned land, Penn's REIT would manage a large chunk of the company's current real estate holdings. Penn National Gaming more »

  • The Best Stock in Outdoor Advertising

    By Ted Cooper - April 14, 2013 | Tickers: CBS, CCO, LAMR

    Few companies exist today that dominate their core markets like Lamar Advertising Co (NASDAQ: LAMR). Alongside its primary domestic rivals, Clear Channel Outdoor Holdings (NYSE: CCO) and CBS Corporation (NYSE: CBS), Lamar benefits from structural advantages inherent in outdoor advertising.

    Favorable product economics

    For instance, the Highway Beautification Act of 1965 requires the federal government to stop sending highway funds to states who do not restrict outdoor advertising along interstate more »

  • REIT Spin-Off Could Bring Out Big Value

    By Mike Thiessen - April 12, 2013 | Tickers: IRM, LAMR, PENN

    In late 2012, well-known casino and racetrack operator Penn National Gaming (NASDAQ: PENN) set the sector on fire by announcing its intention to spin off the gaming industry's first publicly traded REIT. With nearly 7 million square feet of available gaming space on 3,200 acres of wholly owned land, Penn's REIT would manage a large chunk of the company's current real estate holdings. Penn National Gaming more »

  • Boost Your Returns With These Marketing Stocks

    By Shweta Dubey - April 8, 2013 | Tickers: LAMR, OMC, RLOC

    The melodramatic alteration in the way people watch media coupled with a slowdown in ad-spend due to gloomy economic conditions caused the advertising and marketing industry to suffer over the last four years.

    However, with the economic recovery underway, industry revenue has started increasing again, which warrants a positive outlook for upcoming years as this market adapts to the changing environment.

    I expect that this year will be a turnaround more »

  • Hmm….This Bostonian Hedge Fund Is Bullish Alright

    By Meena Krishnamsetty - April 3, 2013 | Tickers: LAMR, NXY, SLM, TEVA, WAIR

    Abrams Capital Management is one of the largest hedge funds in Boston. The fund is run by David Abrams, and has a $5 million minimum requirement. Currently valued as an equity portfolio alone worth $1.1 billion, Abrams’ investment vehicle primarily invests in financial, services and basic materials stocks and tends to favor securities that are undervalued. In accordance with our market-beating strategy, we’re going to take a look more »

  • Boost Your Returns With These Marketing Stocks

    By Shweta Dubey - April 2, 2013 | Tickers: LAMR, OMC, RLOC

    The melodramatic alteration in the way how people watch media and slowdown in ad-spend due to gloomy economic scenario have caused Advertising & Marketing industry to suffer since last four years. However, with the economic recovery the revenues have started increasing again and it indicates a positive outlook for upcoming years, as this industry adapts to the changing environment. I expect that 2013 will be a turnaround time for the advertising more »

  • High-Performing Hedge Fund Loves AIG, Ads and Energy

    By Meena Krishnamsetty - March 19, 2013 | Tickers: AIG, ESRX, LAMR, NXY, NRG

    By definition, hedge funds are often thought of as being a tool for high net-worth investors only, but there are ways for their retail-focused peers to get in on the action. At Insider Monkey, we track 450 of the world’s most elite hedge fund managers and our research has shown that over time, their best picks have had a tendency to historically outperform. For more than a decade in more »

  • Which Companies Want to Join the REIT Club?

    By Robert Hanley - February 26, 2013 | Tickers: BKD, CBS, LAMR

    Investors scored some big gains in 2012 on companies that switched their form of organization from corporation to real estate investment trust (REIT).  A diverse group of companies pursued the REIT path in 2012, from data center owners to prison operators.  Of course, the primary benefit is the pass-through tax treatment of the REIT status, as long as the company pays out at least 90% of its taxable income.  As more »

  • A Garbage REIT? Come On!

    By Reuben Brewer - February 11, 2013 | Tickers: CBS, LAMR, MAR, PENN, RHP, WM

    Waste Management (NYSE: WM), the largest trash hauling and recycling company in the United States, recently saw its shares jump 2% on a rumor that it was considering changing into a real estate investment trust (REIT). Would such a conversion make sense?

    REITs

    The real estate investment trust structure was created to allow individuals access to institutional level real estate. One of the best features of the REIT structure is more »

  • More REIT Conversions: Billboards

    By Reuben Brewer - February 1, 2013 | Tickers: CBS, LAMR, PENN

    CBS (NYSE: CBS) recently announced plans to turn its U.S. billboard business into a real estate investment trust (REIT). The move makes sense, particularly after Lamar (Nasdaq: LAMR) set plans to do exactly the same thing with its billboards. How should investors think about this evolving REIT sector?

  • Top 5 Advertising Companies Loved by Hedge Funds

    By Meena Krishnamsetty - January 30, 2013 | Tickers: FMCN.DL, LAMR, NCMI, OMC, IPG

    Hedge fund activity is an essential indicator for individual investors to follow. On an aggregate level, the smart money’s sentiment can be used as a screening technique to determine which stocks are the best investments in a particular industry. At Insider Monkey, our empirical research shows that individuals who mimic hedge funds can beat the market by double-digits annually (see the details of our market-beating strategy here).

    S&P more »

  • Page 1 of 2