Why does everyone hate Tegna stock (apart from the obvious)

April 8, 2024

Tegna stock has a free cash flow yield of 18% or more and seems to be underpriced.

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RR Donnelley (RRD): Possibly the Last Cheap Stock in the Market

February 23, 2011
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It is only natural that the stock market, having doubled since the March 2009 low, would seem to be running a little short on bargains. And I have a sense, based on purely anecdotal observations, that optimism in the market has reached a local peak in that companies have been punished by the market for […]

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Sinclair Broadcasting (SBGI) – Everything’s Good Except the Price

February 17, 2011

One of the great debates among fundamental investors, whether they are value investors or whether they should be value investors, is the question of bottom-up or top-down. The top-down approach involves examining the economic outlook, the state of the financial markets, and the trends among the sectors, in order to determine the best stocks in […]

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Belo Corp. (BLC): A Television Stock Stabilizing at an Attractive Price

February 1, 2011
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Hello, everyone. I have written an article about Belo Corporation, a television broadcaster that owns major network affiliates in several markets. It currently trades at an attractive multiple to its free cash flow, and is deleveraging at a rapid pace in order to address its debt situation, an endeavor which I believe will be successful. […]

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Saga Communications – Attractive but illiquid

October 12, 2010
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I observed before that the stocks I like come in pairs, and having found Entercomm, a radio broadcaster that went through a difficult 2008 and 2009 and whose operations now seem to have stabilized but at an attractive price. I believe that with Saga Communications (SGA) I have found a paired company. Saga is a […]

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Entercom Still Undervalued Despite Recent Appreciation

September 5, 2010
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I am recommending stock in Entercom Communications Corp (ETM), on the grounds that they are considerably undervalued. Of course, I wish I had issued this recommendation last week when they closed at $5.29 per share, but even now that they are at $7.30 per share, the company is still compellingly undervalued. Entercom claims to be […]

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