Colin King
Hedge fund analyst, long only, REITs

Dolan Out The Cash

The Dolan Company (NYSE:DM) is a prime example of a beaten-up stock with overlooked growth potential and superb cash generation. Sentiment is low after losing nearly 80% of its market value over the past year; however, I believe there is room for substantial price appreciation in the near future for those who can wait out the storm.

For the past several quarters, the message felt like it would never change. Excerpts from recent earnings transcripts read like this:

"Quarterly revenues were down 9% while adjusted EBITDA was down almost 44%. Our first quarter results were mixed." "For the fourth quarter, our results were mixed." "Quarterly revenues were down 3% while adjusted EBITDA was down almost 23%. Our third ...
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