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Valassis Communications, Inc.

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

    By Meena Krishnamsetty - June 11, 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 »

  • One, Two, Three Strikes You're Naked

    By Liz Hoffmann - September 12, 2012 | Tickers: AMZN, AAPL, GRPN, NWSA, VCI

    Hans Cristian Andersen's "The Emperor's New Clothes" entertains and cautions with a tale of an Emperor and two con artists.  The scoundrels promise to design a fabulous new suit of clothes for the vain, royal fashionista and proclaim that this special garb will be invisible  to anyone who's unintelligent, incompetent, or unfit to serve.  So when the new suit is finally "finished" and consists of nothing, neither more »

  • Taking a (Short) Leap

    By Tom Gibbs - February 29, 2012 | Tickers: GRPN, VCI

    In following the Fool's "celebration" of the Leap Year, this article proposes a contrarian short hypothesis on traditional advertising mediums. 

    Valassis Communications (NYSE: VCI)

    Offering a variety of media solutions including shared mail, newspaper, in-store, and digital delivery, VCI is heavily (more than 90%) reliant on national retailers and service providers increasing overall expenditures on newspaper advertising and direct mail pieces.

    The market, especially the consumer goods retail sector more »

  • A Short Play on Traditional Advertising Mediums

    By Tom Gibbs - January 24, 2012 | Tickers: GRPN, VCI

    Even at seemingly inexpensive valuations of 10x earnings and 5.15x enterprise value (both TTM), Valassis Communications (NYSE: VCI) presents a potentially lucrative short opportunity to capitalize on the slow phasing out of traditional advertising mediums.

    Offering a variety of media solutions including shared mail, newspaper, in-store, and digital delivery, VCI is heavily (more than 90%) reliant on national retailers and service providers increasing overall expenditures on newspaper advertising and more »