bsanders

3Q Earnings: TheStreet.com Should Beat the Street

A couple things to consider...

You state "45% of revenues come from non-financial advertisers".
True, but much of the remaining 55% ad revenue comes from industries that are hurting as bad as financials. Automobiles for example.

Also... You state "close to $3 in cash and no debt".
Most of the cash on hand ($55 mil of it) came from a preferred stock offering that is not on the balance sheet. It is a liability that you should be aware of.

That said, I did buy some shares monday. The terms of the preferred share offering have become very reasonable and the overall trend in advertising is shifting to the online market. TSCM has a competitive advantage in attracting affluent eyeballs due to content and that goofball Jim Cramer. They seem to get the importance of vidio content.