New York Times Co. (NYT)
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- Jim Cramer's 10 Predictions for 2008 [view article]
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- Hedge Fund Tracking: Harbinger Capital (Philip Falcone) [view article]
- Help Wanted: Newspaper Classified Ad Sales Continue to Slide [view article]
- APT Launches: Now Let's Track the Yahoo Bump [view article]
- Breakingviews in the New York Times [view article]
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- Deep Read: 'New York' on the Future of the 'Times'
- Hedge Fund Tracking: Harbinger Capital (Philip Falcone)
- APT Launches: Now Let's Track the Yahoo Bump
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- Breakingviews in the New York Times
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Newspaper Ad Revenues Gaining Downhill Momentum; Online Struggling Too [view article]
this and also telephone book ad decline is just as steep and t.v. news ads are way down. tech is changing everything and it's not an advertising recession when it comes to some of this. newspapers will not recover substantially nor will the phone books or t.v. news.the only spot left is the web and the recession IS the impact there. Reply
Desperate Times Bring Redesign to NY Times [view article]
Brilliant - Pinch takes the skewed slant from page 4 and moves it to page 7 while leaving the skewed slant on page one right where it has been. This is likely to fix all ills as the reader will be blown away by the new look and never figure out that he is still reading the same old crap that serves the publisher's partisanship. Wish I'd thought of that. ReplyNewspaper Ad Revenues Gaining Downhill Momentum; Online Struggling Too [view article]
I maintain models of (NAA) ad expenditures trends and I must say I was totally surprised by the Q2 results for online. The $777 million is in the zero percentile in a one period ahead series. I was forecasting the 2008 aggregate expenditure to be $39.4 bilion and 2009 to be $34.6 billion. It's going to be worse than that. Additionally, for some time now, newspaper ad exps have been disconnected from macroeconomic indicators. These recent trends are not cyclical. ReplyNewspaper Ad Revenues Gaining Downhill Momentum; Online Struggling Too [view article]
Amazing decline. Do you have a sense of the breakdown in online between classified and display? I see a ton of display inventory flowing through main pages on newspaper sites, which continue to be healthy, so is classified the culprit, or are the ad rates driving down on display? ReplyAt New York Times, the Futurist Is Now... Leaving [view article]
sounds like more selfserving. ReplyWSJ Engages The NY Times on the Luxury Battlefield [view article]
they may both end up as glossy mags.the world will survive. ReplyThe New York Times: Living in Denial [view article]
would it really be the end of the world if the times folded? i havent bothered to read it since it endorsed castro in the eisenhower years.i survived.i dont care one way or the other. ReplyWall Street Breakfast: Must-Know News [view article]
Will, Murdoch maybe, but someone ought to run the paper. Even its liberal bent is not consistent. One wonders if there is some kind of internal torment tearing the paper apart. The might be economies of scale to joint operations with the WSJ, but the WSJ has become its own version of death warmed over. The FT seems to be replacing the Journal on just plain old fashioned covered and commentary. Once the decline starts, it just cascades to hell. ReplySan
Francisco
Wall Street Breakfast: Must-Know News [view article]
It's nice to see Coke buying in China - Coke has long been a truly international company which happens to have its headquarters in Atlanta. For the rest of it (like the Lehman auction), we continue to sell ourselves to cover our $60 billion per month deficit. Closing that gap should be the primary economic issue for our presidential candidates, not who can give the biggest tax cuts to the most people. ReplyThe New York Times: Living in Denial [view article]
the Times once rightly considered Americas greatest paper lost it's soul when it lost it'objectivity and the news became a mean spirited and sometimes dishonest extension of the editorial page. Bad product= bad buisness.Sic transit--- ReplyWall Street Breakfast: Must-Know News [view article]
Mazel Tov Rachael! Are you the new official WSB Must Know News writer or is Eli scheduled to come back? ReplyMcCorkle
Wall Street Breakfast: Must-Know News [view article]
[Watched Murdoch]"...fanta... about the staff's quitting en masse as soon as he entered the sacred temple."I don't think that anyone could think that Rupert's dreams about the NYT could have anything to do with money. This is only about ego and his hopes of destroying a paper that expresses things that differ from his perception of the world as "it should be."
Reply
ey
The New York Times: Living in Denial [view article]
I imagine the stock price is being propped up by the boys at Harbinger Capital. The firm took a big stake in the mid teens. I could never figure out how you could lose money in newspapers and airlines, but somehow the people running these companies usually do... Go figure.... ReplyThe New York Times: Living in Denial [view article]
I have been short this stock for about a year now ($21) and am absolutely amazed that it is trading where it is. This company is trading well above all its industry peers. The only thing I can imagine is that people think that it is the top paper and will perform better.In reality I think it has a better name brand only in image. It is the worst run of all the paper companies and its socialists leanings are losing whatever subscribers did not already turn away from print.
There has to be some value in this company but not much. How it stays afloat is a mystery. Reply
fredrickson
Newspaper Stocks: New York Times Company, Gannett and McClatchy [view article]
I think Gannett is undervalued due to their tv staions, overseas operations, and national branding opportunities with USA Today. This company also owns a lot of tv stations and should be able to max revenue from those stations once the economy bounces back. I also think they are in a good position relative to others in newspapers, like Mcclatchy, New York Times, and Tribune, and may be able to buy some choice titles as those companies start shedding assets to pay off their huge debt not able to be served by future cash flows.Jay Fredrickson
I-10west.com Reply