The New York Times Company
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The New York Times Sticks to Its Brand Power for Now
By Nick Chiu - June 14, 2013 | Tickers: GCI, NYT, WPO
With the recent Gannett-Belo deal, investors are paying attentions to newspaper publishers again, including The New York Times Company (NYSE: NYT). The New York Times Company operates in two divisions: the New York Times Media Group, which includes The New York Times and the International Herald Tribune, and the New England Media Group, which includes The Boston Globe.
The New York Times is rebranding its International Herald Tribune to International more »
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How to Play the News Corp Spin-Off
By Mike Thiessen - June 6, 2013 | Tickers: CBS, NWSA, NYT
Over the past couple of months, some important new information has come to light about News Corp's (NASDAQ: NWSA) pending spin-off of its legacy publishing business. Collectively, the releases and statements provided by News Corp insiders and the company itself paint a clearer picture of the spin-off and give current and prospective shareholders a better sense of the deal's contours. Most importantly, it appears as if the deal more »
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This Newspaper Company Is Still Solid
By Nick Chiu - May 29, 2013 | Tickers: GCI, NYT, WPO
Is newspaper publishing dying? Definitely not for Gannett (NYSE: GCI), which is betting big with its “All-Access Content Subscription Model” or “paywall” roll-out. Gannett publishes 82 daily newspapers, including USA TODAY, which is the nation's largest-selling daily newspaper. Smart investors may find value in the newspaper business for its solid free cash flow and steady returns. By taking a bold move to initiate the new paywall model, Gannett is more »
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How Should Investors Play the News Corp. Split?
By Leo Sun - May 28, 2013 | Tickers: NWS, NYT, WPO, TWX, DIS
Australian-American media mogul Rupert Murdoch recently announced that he will split his company, media conglomerate News Corp. (NASDAQ: NWS), into two companies, one housing its promising media business while the other retains its ailing publishing one. This strategy wasn’t surprising, considering that media giants Walt Disney (NYSE: DIS) and Time Warner (NYSE: TWX) have been relying on the growth of their film and televisions businesses, while print media companies more »
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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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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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It’s Time to Recycle These Two Newspaper Stocks
By Leo Sun - May 6, 2013 | Tickers: NYT, WPO
It’s no secret that the newspaper industry is tattered and torn. Newspaper businesses, namely The New York Times (NYSE: NYT) and The Washington Post (NYSE: WPO), have devolved from market dominating heavyweights to battered and bruised flyweights over the past decade. As the Internet has steadily made freely distributed, ad-supported news articles the industry standard, content mills such as Demand Media have made recycling old news into new stories more »
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Content Is King: The Death of the Advertising Model
By Nate Wooley - April 30, 2013 | Tickers: AMZN, NFLX, NYT, WPO
As part of the digital revolution, the idea that companies can be supported by advertising revenue is dying.
Before I became a broker, I spent my career in magazines and newsletters. It was a truism then that customers who would pay $40 per year for a magazine – which then had to be supported by millions of dollars in advertising – would pay $2,000 per year for a newsletter – if that 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. -
Value Investors Kahn Brothers’ Small Cap Picks
By Meena Krishnamsetty - April 18, 2013 | Tickers: MBI, ORI, PTEN, NYT
Our research from our database of 13F filings indicates that the most popular small cap stocks (which we define as those with market capitalizations between $1 billion and $5 billion) among hedge funds outperform the S&P 500. We think that this is because small cap stocks are less widely owned by large institutional investors such as mutual funds, and less covered by the financial media; as a result hedge more »
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Value Investors Kahn Brothers’ Small Cap Picks
By Meena Krishnamsetty - April 16, 2013 | Tickers: MBI, ORI, PTEN, NYT
Our research from our database of 13F filings indicates that the most popular small cap stocks (which we define as those with market capitalizations between $1 billion and $5 billion) among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We think that this is because small cap stocks are less widely owned by large institutional investors such as mutual funds, and less 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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Steer Clear of These Dying Industries
By Jon Quast - April 7, 2013 | Tickers: CSTR, NFLX, NWSA, NYT, WWW
Let's face it, the world is always changing. With change comes the rise of new industries, and the demise of old ones. Here are some industries that are slowly dying off, and some of the companies that might be going down with them.
Newspapers
I remember a few years back when my friends and I were in college, one of them was studying journalism. He informed me of the more »
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Everybody Out Of The Newspaper Pool!
By Reuben Brewer - March 25, 2013 | Tickers: GOOG, MSFT, NYT, TRBAA
Tribune Company (NASDAQOTH: TRBAA) has announced that it may consider selling its newspaper business. That comes shortly after The New York Times (NYSE: NYT) announced it was selling its Boston Globe business. Is this a coincidence, a mad rush for the exits, or a strategic effort to hinder a competitor?
Internet Killed the Newspaper Stars
It is fairly clear that the advent of the Internet has changed a lot of more »
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Why Warren Buffett is Wrong About the Washington Post
By Leo Sun - March 21, 2013 | Tickers: DMD, NYT, WPO
As much as I admire everyone’s favorite investor, Warren Buffett, I will never understand his love for newspapers, such as The Washington Post (NYSE: WPO). The Oracle of Omaha has declared that newspapers face three primary challenges:
- They are no longer the first stop for finding information.
- They are more expensive to produce.
- They have given away their content for free online for far too long.
Buffett believes that 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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