R.R. Donnelley & Sons Company

  • Look for Deluxe to Follow Intuit's Business Successes

    By Hunter Orr - August 6, 2013 | Tickers: DLX, INTU, RRD

    Deluxe (NYSE: DLX) had a closing price of $42.35 on August 1. Based upon the financial metrics that I will discuss in this report, I believe Deluxe is currently undervalued and deserves consideration for possible investment.

    Company overview

    Deluxe operates in the “Business Services” sector and it provides printed materials, forms and checks, and marketing solutions for small businesses and financial institutions. The company is comprised of three segments more »

  • Why You Should Avoid These Buggy Whip Stocks

    By Bob Ciura - July 24, 2013 | Tickers: FTR, PBI, RRD | Editor's Choice

    Buggy-whip technology is an old investing adage that refers to companies whose products or services have become technologically obsolete. This is an unfortunate inevitability of economic growth: technological advancement in certain industries, while a huge boost to society as a whole, means a few individual businesses will be left behind.

    In that vein, here are three stocks that have been left behind by the unstoppable force of technological advancement.

    Don more »

  • Hedge Fund Manager Ron Gutfleish’s Top Stock Picks

    By Meena Krishnamsetty - July 14, 2013 | Tickers: AGO, BSX, LMT, MBI, RRD

    We track quarterly 13F filings from hundreds of hedge funds, including Ron Gutfleish’s Elm Ridge Capital. We have found that these filings can be useful sources of investment strategies (for example, we have found that the most popular small cap stocks among hedge funds earn an average excess return of 18 percentage points per year) and we also think that it’s possible that investors might use them to more »

  • An Insider Just Bought This High Dividend Stock

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CTL, FTR, PBI, RRD, XRX

    Mark Wright, an executive vice president at Pitney Bowes (NYSE: PBI), a business mail services company, directly acquired 15,000 shares of his company's stock on June 6 at an average price of $14.43 per share. We follow insider purchases because we think that insiders should purchase stock primarily when they are more confident than usual in the company’s prospects; at other times, it is rational for more »

  • This Stock Makes Customers' Brands Stick

    By Mark Lin - May 24, 2013 | Tickers: MATW, RRD, SGK

    When I go to a store to buy any consumer product, it is usually the packaging that catches my attention amid the visual clutter. Schawk (NYSE: SGK), is a brand development company which designs the graphics used in consumer products packaging, and helps its clients capture the attention of shoppers. Schawk provides its customers with critical services that drive the final purchasing decision. The stock is attractively valued with a more »

  • Is Outsourcing a Big Business?

    By Victor Selva - May 23, 2013 | Tickers: PRAA, RRD, VPRT

    Outsourcing businesses have had plenty of growth opportunities over the last few past years, as many companies have turned to them seeking to reduce costs. Some have capitalized on these chances better than others, and nowadays they offer some very interesting investment prospects for long-term investors. We will analyze three interesting outsourcing companies of different natures, Vistaprint (NASDAQ: VPRT), R.R. Donnelley (NASDAQ: RRD) and Portfolio Recovery Associates (NASDAQ: PRAAmore »)

  • After a Dividend Cut, What's an Investor to do With Pitney Bowes?

    By Bob Ciura - May 6, 2013 | Tickers: PBI, RRD

    Postage meter company Pitney Bowes (NYSE: PBI) recently held the top spot among dividend-yielding members of the S&P 500 Index. As a result of a sharp, multi-year declining stock price, the company’s dividend yield soared into the double digits as recently as weeks ago. Unfortunately, when a dividend yield looks too good to be true, it usually is.

    Upon releasing its first quarter results, Pitney Bowes announced it more »

  • Risky Small Cap Dividends

    By Reuben Brewer - April 24, 2013 | Tickers: PBI, RRD, VGR

    WisdomTree's Jeremy Schwartz recently penned a report highlighting his company's small and mid-cap dividend ETFs. While WisdomTree's dividend weighting concept increases yield, it also increases risk. Here are a few examples of companies dividend investors should avoid that top WisdomTree's ETFs.

    An Index for Everyone

    Index funds have become very popular since Vanguard created a mutual fund that tracks the S&P 500 Index. Although the more »

  • One 4.2% Yielder You Should Consider Buying

    By Meena Krishnamsetty - December 14, 2012 | Tickers: AAPL, GRMN, GOOG, HAR, RRD

    Garmin (NASDAQ: GRMN) is finding new life after being added to the S&P 500 Index earlier this week. Garmin is a provider of navigation devices, but is facing stiff competition from mobile phone-based navigation. After coming off a $120 high in 2007 and hitting rock bottom at $15 a share in 2009, Garmin has been searching for its place in the tech world. Garmin is down 60% over the more »

  • Could This New Addition to The S&P 500 Also Be a Good Addition to Your Portfolio?

    By Joseph Harry - December 10, 2012 | Tickers: GRMN, RRD, SPY

    GPS maker Garmin (NASDAQ: GRMN) will officially be added to the S&P 500 on Dec. 11 after the bell rings. The commercial printer RR Donnelley (NASDAQ: RRD) will be cast out of the club to make room for Garmin. RR Donnelley, not to be left out in the cold completely, however, will be added into the S&P 400 MidCap Index, because the company's "market cap is more more »

  • Bankruptcy - A Donnelley Tradition

    By Glen Bradford - November 1, 2012 | Tickers: DEXO, RRD, SPMD

    The Blame Game and Recent Headlines

    When Google blamed R.R. Donnelley & Sons (NASDAQ: RRD) for pre-releasing their 8-K ahead of schedule, I decided to investigate.  I have previously covered the side of the coin where Google doesn't have enough debt in my post Google - A Story of Bad Debt Management. Google's bad debt management is actively preventing equity shareholders from having 40% higher market capitalization than they more »

  • Are the Ratings Agencies Pointless?

    By Lee Samaha - October 12, 2012 | Tickers: AMD, ORCL, RRD, ROP, WAG

    The ratings agencies have had their reputations damaged in recent years and I confess I have a certain amount of sympathy for them. They get pilloried and lambasted by the finance industry who has found someone to conveniently blame for their idiotic investment decisions during the sub-prime debacle. On the other hand, they get little credit when their work turns out to be accurate.  Every profitable investment decision is, of more »

  • Will R.R. Donnelly Rebound This Year?

    By Bobby Fisher - March 6, 2012 | Tickers: QUAD, RRD

    A shaky economy has contributed to an uphill battle in recent years for R.R Donnelly (NASDAQ: RRD), which provides printing, logistics and business process outsourcing products and services to over 60,000 clients worldwide over four continents. While it is able to boast such a broad customer base, it draws almost a third of its revenue from only 275 of its clients and has little buffer against the effects more »

  • The S&P's Top Dividends

    By Arthur Pinkasovitch - January 27, 2012 | Tickers: MO, FTR, POM, RRD, WIN

    Various divided strategies exist ranging from the somewhat basic dividend capture system to the more complicated fundamental analysis methods to determine the sustainability of a corporation’s payout structure. Dividend-paying stocks have a long-term trend of outperforming the market when both capital gains and income are factored in. Therefore, long-term investors should consider allocating a sizeable portion of their investments to stocks which are complemented with high yields.

    The top more »

  • Price The Market Part 45

    By Glen Bradford - January 16, 2012 | Tickers: DE, DOV, FULL, RRD, SLRC

    Hello. My name is Glen Bradford and I came up with the brilliant idea of pricing the S&P500. Let's take a walk on the wild side, shall we?

    291. Dover Corp (NYSE: DOV) is owned by a lot of dividend crazy investors. They've been putting out a dividend for a long time. One thing that dividend investors perpetually fail to take into account is that most of more »