Matthew Dow
Small-cap, value, long only, growth at reasonable price

Valassis Communications Is A Compelling Value Stock With A Large Margin Of Safety

Valassis Communications (NYSE:VCI) is a market leader in the coupon insert and advertising industry. The company pioneered the free-standing insert flyer back in the early 1970s which has gone on to become common place today in newspapers and mail packages. In recent years the company has gotten cheaper and cheaper and garnered a lot of short interest, as the market believes that the secular shift towards more digital advertising mediums will eventually put the nail in the coffin for companies such as Valassis. However when you look a bit deeper here it is evident that the growth trends are not really that negative in the core business at all, and meanwhile Valassis is continuing to pay down debt...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details