New York Times Co. (NYT)
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- Desperate Times Bring Redesign to NY Times [view article]
- Newspaper Ad Revenues Gaining Downhill Momentum; Online Struggling Too [view article]
- At New York Times, the Futurist Is Now... Leaving [view article]
- WSJ Engages The NY Times on the Luxury Battlefield [view article]
- The New York Times: Living in Denial [view article]
- Wall Street Breakfast: Must-Know News [view article]
- Newspaper Stocks: New York Times Company, Gannett and McClatchy [view article]
- Board and Executive Compensation in S&P 500 [view article]
- The New York Times Struggles Online in July [view article]
- Too Late for Newspapers to Turn the Tide? [view article]
- The Top Dividend Paying ETFs and Stocks [view article]
loading ...Recent NYT Articles
- Desperate Times Bring Redesign to NY Times
- Newspaper Ad Revenues Gaining Downhill Momentum; Online Struggling Too
- At New York Times, the Futurist Is Now... Leaving
- No Angst or Shame in 'WSJ' Magazine Debut
- WSJ Engages The NY Times on the Luxury Battlefield
- Wall Street Breakfast: Must-Know News
- The New York Times: Living in Denial
- The New York Times Struggles Online in July
- Newspaper Stocks: New York Times Company, Gannett and McClatchy
- Wall Street Breakfast: Must-Know News
- Full List of Articles »
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Why Google Rules the Online Ad Market, and How That Could Change [view article]
The POWER of the internet is that it brings diverse data points together. You heard the old saw: "What's THAT got to do with the price of tea in China?" Well, with the "Web" (great term), you can find out what ANYTHING has to do with the price of tea in China, or anywhere else. Filtering out the noise and avoiding the pleasant distractions is your responsibility. ReplyDividend Yields Soar [view article]
truthininvesting, now that's a portfolio for the long haul. Good choices. Add in MCD and a booze/beverage (RIP BUD) stock and you can sleep beautifully. ReplySwift
Why Google Rules the Online Ad Market, and How That Could Change [view article]
If the extent of your thinking is limited to information gathering, you probably were not going to add anything of real value to human understanding of anything important anyway. Those who make a meaningful difference, think way outside of that kind of box. The rest is all static and chatter. Replyng
Dividend Yields Soar [view article]
PFE REYNOlds UST KFT USB DOW and KO and JNJ would be much smarter portfolio combining growth and income.NEVER buy a stock JUST FOR DIVIDEND.You will be like a rat in a trap that decides he doesn't like cheese anymore ReplyDividend Yields Soar [view article]
I agree with Rapidbenz. ACAS is a well run company. I would also like to add that a BDC must have a total debt to equity ratio of less than 1 to 1. This means that ACAS is not highly leveraged. Also, ACAS has no goodwill or intangible assets on the balance sheet. Finally, ACAS has a stock buyback program and Malon Wilkes has said that a stock price below $25.00 is when ACAS may begin buying back shares.At the current price, I think ACAS is a bargain.
Long ACAS Reply
Dividend Yields Soar [view article]
OneRichOne is quite correct; dividends are based on earnings and profitability. The lowered stock price just gives investors a greater ROE opportunity regardless of potential for equity gains, as well as a healthy hedge against further erosion.In ACAS' Q1 results and FY08 dividend estimates released on 2/13/08, CEO Malkin Wilkis stated, “Our performance in 2007 was outstanding, particularly in light of the credit crisis,” said Malon Wilkus, Chairman, President and CEO. “We produced $4.65 of Realized Earnings per share which covered our dividend of $3.72 per share by 125%. The excess earnings, in part, allowed us to roll over $361 million of taxable income into 2008 to pay 2008 dividends. During the past ten years, I have answered investors' questions concerning how we would perform in a recession and credit crisis by stating that we would continue to perform well in a “steady state” mode. This year, we may have the opportunity to prove ourselves in such an environment. Our plan for the year includes a recession, no growth to our balance sheet and other steady state assumptions. Based on these assumptions, we forecast that we will increase our 2008 dividends 13% to $4.19 per share, and we forecast that we will roll over to 2009 more than $500 million of taxable income to pay 2009 dividends, a 39% increase in the amount rolled over into 2008 from 2007. Beyond this outstanding steady state performance, there are tremendous opportunities to make investments in dramatically under valued assets. If we were to raise additional attractively priced capital in 2008, we have the potential of investing in some of the best investment opportunities we’ve seen which could improve on these forecasts.”
(This PR can be read via the URL I included in "Website").
The 2008 dividend estimate included in this press release announced the Q1 dividend of $1.01 / share, with the balance of 2008 forecast as:
$1.03 for Q2 2008, 13% increase over Q2 2007;
$1.05 for Q3 2008, 14% increase over Q3 2007; and
$1.10 for Q4 2008, 10% increase over Q4 2007.
Next earnings announcement is 8/4 so don't miss the ex-div for $1.05 / share!
Since the 2007 taxable income rollover has already funded these dividends, even with the stated flat-line expectation through FY08, I cannot think of many other high-yield, low risk investments that float my boat.
A low tide does sink all boats, and the ~54% ACAS share value decline in the last eight months attests to the strength of the tar and feathers they were splattered with in the overall meltown of all things "Financial".
In ACAS' case, this collateral damage didn't hit any vital organs or blast any serious holes in the hull. Things look pretty buoyant to me, so I'm willing to bet she doesn't get stuck in the muck with the also-ran CDO / CLO subprime junkies when the tide comes back in.
Reply
Ben
L.A. Times: The Inconvenient Poster Child for the Newspaper Debacle [view article]
The demise of newspapers worries me, the overall illiteracy of the web publishing world is disturbing. Editors and tradition are being skipped over, and mega media corps looking to sell banner ads and pop ups would love to use Reuters and Assoc. Press and keep their overhead to nothing. I'm looking for a big quality drop, and the sensationalist sites like Drudge and DmZ to dominate like supermarket tabloids. A step down for sure. ReplyDividend Yields Soar [view article]
Why does Seeking Alpha even publish lists like this? It is nothing more than the results of a very simple screen. Waste of my time. :-( ReplyL.A. Times: The Inconvenient Poster Child for the Newspaper Debacle [view article]
"Times journalists should strike against Sam Zell."Yeah right! That was the same strategy UAW used to fend off those tight automobile manufacturers. Wow! That sure helped them. Reply
Rethinking Newspapers vs. the Internet [view article]
PastTense, now YOU'RE the one talking nonsense with your claim that AOL foresaw the bubble burst and presciently cashed out at the peak in exchange for a "solid business." AOL absolutely saw themselves as a content provider, which was absolutely wrong. They had always been (and are still trying to be) a service provider that simplified the process of getting online and doing email. And that's about it. ReplyDividend Yields Soar [view article]
To Doc MikeI too am long SSW, as well as several other shippers. I have been concerned about the future of container ships, and am unimpressed with the performance for months. Holding because of the 8%.
I had heard that more US companies are doing less outsourcing. Could this be part of the container ships problem.
Sorry to post this here, but didn't know how else to contact Doc Mike. Reply
Dividend Yields Soar [view article]
Onerichone - They are only bargains if you can figure out why the fundamentals can reverse and if you are sure this is the bottom. Otherwise, these "bargains" could be at best "dead money" and at worst "paper losses" for quite some time. ReplyDividend Yields Soar [view article]
Last I knew, Div's were based on company profitability, NOT on stock price. Many of the financials were hit hard with the subprime mess. People who buy and sell on fear make me rich. Lotsa bargains out there right now. ReplyTiedeman
Dividend Yields Soar [view article]
Few of these have safe dividends. You're dreaming if you think these are safe. Even the PFE dividend looks extreme. ReplyL.A. Times: The Inconvenient Poster Child for the Newspaper Debacle [view article]
If anyone blames wall street for the decline of the newspaper business, he or she does not get the internet-based businesses. Reply