R.R. Donnelley and Sons Co. (RRD)

All Comments on RRD

  • commenter
    Stockaccumul
    ator
    Jul 16 11:55 PM
    Wall Street Breakfast: Must-Know News [view article]
    The metals stock to buy immediately as it goes into its exponential earnings announcement soon to come: SID (CSN)...Latin America Jack Dzierwa discussed ideas about how to play Brazil's public-works endeavor, starting with Companhia Siderurgica Nacional (SID:companhia siderurgica nacion sponsored adr
    News, chart, profile, more
    Last: 40.12+0.48+1.21%

    Known on exchange as SID

    4:02pm 07/16/2008

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    SID 40.12, +0.48, +1.2%) , the country's third-largest steel producer.
    "You need steel" no matter the improvement project, the fund manager said. Steel producers comprise the largest portion of the portfolio, at about 9% of assets. "What's most important," Dzierwa noted, "is that this is a fully-integrated steel company. CSN has its own internally generated iron ore -- and we've seen how iron ore [prices] have been behaving -- in addition to steel."
    Iron ore is the key material used to make steel, and its largest producers -- Brazil's Companhia Vale do Rio Doce and Anglo-Australian mining firms Rio Tinto and BHP Billiton Ltd -- have boosted their prices by at least 71% over the last year.
    "[CSN] is producing steel at the same time as raw material, so it is not exposed to price fluctuations," Dzierwa said. "It helps manage margins much better than if you were at the mercy of an outside supplier."     Reply
  • commenter
    Daniel
    Jacome
    Jul 06 02:39 PM
    My Website
    Industrials: The New Safe Haven for Investors [view article]
    UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... Reply
  • commenter
    businessguy8
    8
    May 13 06:57 PM
    Industrials: The New Safe Haven for Investors [view article]
    Great analysis Howard. I recently read an article on the WSJ that interviewed a prominent investment guru, I forget his name. Basically his prediction is that industrial mfring and export related industries will pick up steam in the next few years. Reply
  • commenter
    Lisa
    May 06 04:07 PM
    Wall Street Breakfast: Must-Know News [view article]
    Incredibly useful summary. Thank you. Reply
  • commenter
    jmmx
    May 06 10:17 AM
    Wall Street Breakfast: Must-Know News [view article]
    DON'T MISS THIS WHERE RBC SAY 14M iPones IN 2008, 24M in 2009!

    seekingalpha.com/artic...
     Reply
  • commenter
    Mazel Tov
    May 06 09:16 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Praise to you Rabbi Hoffmann!!! Mazel Tov!!! Reply
  • commenter
    BlueOkie
    May 06 09:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    Eli,

    Thanks! Great posts. As Sgt Friday use to say "The facts, just the facts Maam".     Reply
  • commenter
    Jersey
    May 06 08:59 AM
    Wall Street Breakfast: Must-Know News [view article]
    Seeking Alpha is the best! I look forward to receiving this newsletter more than any other newsletter, although the contents isn't always thrilling, I believe it's accurate and timely. I have to have it every single day. Reply
  • commenter
    LoveShorting
    May 06 08:50 AM
    Wall Street Breakfast: Must-Know News [view article]
    Bill Miller is out of his mind (but that's just my humble opinion) Reply
  • commenter
    User 59050
    May 06 08:45 AM
    Wall Street Breakfast: Must-Know News [view article]
    i appreciate this nutshell info so much. thanks for making it available. Reply
  • commenter
    seeksome
    May 06 07:28 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Apple's iPhone is going worldwide! I see a $200. stock price in the near future.Steve Jobs is a genius.For your iPhone needs at below wholesale prices visit: seeksomething.com Reply
  • commenter
    Markham
    Apr 09 07:06 PM
    My Website
    The Changing Magazine Industry [view article]
    Criticism is more valuable when you point out the actual flaws in the thing you're criticizing, as opposed to merely saying: "The individual doesn't know".

    What I do know is that Time and Newsweek are having trouble selling magazines to my generation and their response is to berate us for thinking their magazine as old and stodgy, as opposed to looking at the way we actually consume news media.

    I.e. My generation is telling Newsweek how to reach us, but Newsweek is ignoring the message.     Reply
  • commenter
    User 152859
    Apr 09 09:35 AM
    The Changing Magazine Industry [view article]
    When consumer of media decide that they have some expertise in a market because they consume, it somehow comes across as fact via the internet. Thankfully, magazines like Time and Newsweek have a process called fact-checking which keeps them and their stories on-target and relevant. What Mr Lee doesn't know about the magazine industry is clear from his "analysis", which he should hold to cocktail party observations and not share with an investing audience. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:20 AM
    My Website
    General Discussion on RRD
    Is this a buy or a sell? Reply
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