American Reprographics Company (NYSE:ARC)

CAPS Rating: 2 out of 5

A reprographics company in the United States providing business-to-business document management services to the architectural, engineering and construction industry.

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Member Avatar rknapton (< 20) Submitted: 7/23/2013 8:22:55 PM : Underperform Start Price: $4.79 ARC Score: -57.88

Short (300 shares short In IB account). $220M mkt cap. Equivalent amount of debt. Revs down consistently. Not even close to having an EBIT that pays their interest expense. Borrowing more. This is going to the bond holders.

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Member Avatar Tigermoth33 (47.11) Submitted: 5/20/2013 11:05:50 AM : Outperform Start Price: $3.84 ARC Score: +99.23

With construction increasing and ARC's platform stabelizing with the new growth, this could be a great year!

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Member Avatar tylerfu (< 20) Submitted: 3/20/2012 8:43:08 PM : Outperform Start Price: $5.81 ARC Score: +3.47

Interesting pick demand will rise with construction

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Member Avatar mopoff (< 20) Submitted: 9/2/2011 12:25:55 PM : Outperform Start Price: $5.94 ARC Score: -35.33

HG

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Member Avatar itexperts (< 20) Submitted: 8/19/2011 12:27:28 PM : Outperform Start Price: $3.95 ARC Score: +39.08

This a value stock at these levels

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Member Avatar reproindusexpert (< 20) Submitted: 1/6/2011 2:12:36 PM : Outperform Start Price: $7.91 ARC Score: -48.68

I think ARC's stock will outperform the market, but that's only because most people (I'm speaking about people who are not involved in the reprographics industry) have "no clue" as to the "biggest challenge" that "reprographers" are now experiencing, and will continue to experience as the future unfolds. People who don't know how the AEC reprographics industry works think that ARC's revenues will rebound in direct proportion to the rebound that the AEC industry will experience. That's always the way it was in the past, with every recession the AEC industry experienced, so, "why ain't that gonna be the same this time?" Well, there's a "digital" transition that's been going on for years, by now, and that transition has heightened during the recession. What I'm speaking about is the fact that AEC customers are not printing (per project) as much as they used to print (per project.) They (customers) are transmitting digital files to project participants. The use of electronic take-off software has already had a negative impact on the volume of printing. The growing use of "BIM" will further reduce the need to print. As to GC's, who have long been the major "print volume" customers of reprographers, they are sending out "CD's" with plans and specs (or are using FTP sites to share files with sub-contractors), rather than ordering sets of plans and specs for their subs. We used to routinely get orders for 40 or 50 sets of plans and specs for almost every project. Those types of orders are gone. Customers have found ways, and will continue to find ways, to print less. The use of tablet computers (and even the iPAD) will increase the "we don't need to print everything" mentality. But, in spite of all of this negative stuff that's going on (and which will continue to happen), ARC's stock price should perform will, but, as I said, that's simply because "most" people "think" that ARC's revenues and profits will rebound to what they once were. I don't see ARC's revenues or profits climbing back to where they used to be. Frankly, I'll be totally shocked if they do. I actually think that ARC's stock price will continue to rise and will do so until "financial investors" begin to realize that ARC's revenues and profits will not bounce back to what they used to be. But, they will not see this until the AEC industry rebounds and evidence (ARC's future financial reports) shows that ARC's revenues and profits did not rebound "proportionately." So, in conclusion, I give a thumbs up to ARC's stock price appreciation, at least for the next year. It will probably take 18-24 months before "investors" begin to see that ARC is not "bouncing back" even though the AEC industry bounced back.

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Member Avatar OrangeIcon (51.40) Submitted: 11/9/2010 8:43:45 PM : Underperform Start Price: $7.48 ARC Score: +50.11

The company has a growth model based on gobbling up other companies. 8x larger than next biggest rival in the industry. It's a bit of counter intuition but if ARC is buying other AEC document management companies it means that so many companies are selling out of the industry. I think this is because it is a declining industry. Also the industry is heavily driven by technological innovation.

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Member Avatar antigrowth (98.84) Submitted: 5/4/2010 11:57:44 PM : Outperform Start Price: $9.69 ARC Score: -82.34

hg

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Member Avatar jmpreiks (29.90) Submitted: 12/18/2009 1:57:15 PM : Outperform Start Price: $6.31 ARC Score: -46.62

I don't believe the commercial real estate market is going to be in "armageddon mode" for several years to come, but that's how this stock is currently priced.

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Member Avatar Nostradamuss (24.41) Submitted: 10/16/2009 6:31:24 PM : Outperform Start Price: $7.25 ARC Score: -65.06

Turn around , find support on SMA 200

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Member Avatar outofland (68.66) Submitted: 5/9/2009 7:32:28 AM : Outperform Start Price: $8.13 ARC Score: -113.66

I bought this stock in my son's portfolio in March and it has doubled. I see some opportunity for the stock to continue to rise.

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Member Avatar Bojac3728 (< 20) Submitted: 5/4/2009 8:07:02 AM : Outperform Start Price: $6.66 ARC Score: -98.82

Goog growth and earnings.

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Member Avatar holdergeist (80.38) Submitted: 4/12/2009 11:15:59 AM : Underperform Start Price: $4.73 ARC Score: +57.56

Yikes - Lack of solid construction activity equals lack of real sales. Next..

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Member Avatar OrangeLotus (< 20) Submitted: 3/12/2009 3:22:23 PM : Outperform Start Price: $2.81 ARC Score: +30.15

Many people are hurting over this stock. But remember the basic principle of investor returns. Return for investors is not contingent on earnings but on how earnings compare to what investors are expecting. Betting against ARC is similar to betting against the aggregated Reprographics industry globally. However, if that industry survives which according to ARC management it will because they keep cannabalizing other companies, the ARC shareholders should do well in the long-run.

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Member Avatar CountyRhodes (< 20) Submitted: 3/11/2009 5:08:53 PM : Underperform Start Price: $2.81 ARC Score: -20.88

Stop the madness over this one already. I have never voiced my picks either for or against out loud before, but come on. We are in a new world with new rules.

ARC - Several companies pieced together under one umbrella with multiple middle management styles in play across the country. Add to that the fact that biz is bad, I mean really bad, and you expect a miracle to come out of this. Good luck. You're gonna need it along with cash that you want to just simply throw to the wind and hope for growth.

My grandfather once said that if you scatter your seeds you just get weeds and no one wants weeds.

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Member Avatar ogradybs (49.58) Submitted: 3/2/2009 5:01:26 PM : Outperform Start Price: $3.84 ARC Score: -62.38

ARP seems to be in solid financial condition, has strong cash flow, and a substantial ownership stake for management. It is also a leader in a fragmented industry and is making aquisitions. Acknowledging the uncertainty of EPS figures in the next year or so, I see a favorable risk/reward proposition here.

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Member Avatar mikerookie (< 20) Submitted: 2/25/2009 3:41:48 PM : Outperform Start Price: $3.91 ARC Score: -44.22

This stock has been beaten down tremendously. They are in for tough times but management seems to be right on the ball. They saw this coming and continue to generate excellent FCF. I doubt this stock wont be an easy double in 5 years...

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Member Avatar JustBack (< 20) Submitted: 2/17/2009 12:15:01 PM : Underperform Start Price: $6.20 ARC Score: +116.52

In times like these, bigger is proving to be not better.

I made a mistake in prematurley purchasing late last year. I am selling because I would not buy at this price. Maybe in the $2.00 range. I see communities turning more to local options to help each other out. This is the reality of THIS recession like it or not.

This companies sales growth through accusition is not happening and their so called "added value" programs are now easily replaced with simpler applications and more user freindly options that I see popping up in the smaller competitors. Bad news for ARP.

I begin my quest to invest in those innovative companies of the future (not necceasarily in this field) and their suppliers, etc.

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Member Avatar ocegod (< 20) Submitted: 2/4/2009 4:16:55 PM : Underperform Start Price: $5.88 ARC Score: +99.81

With a majority of thier divisions in California, and being too tied to the construction market, I see hard times for them over the next 2 years.
They grow through acquisition, but in today economic climate I see them holding back and consolidating many of thier divisions to be a strong position when things get better.

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Member Avatar ShockOfRed (80.09) Submitted: 12/18/2008 11:35:10 AM : Underperform Start Price: $7.77 ARC Score: +113.72

Even with a possible construction recoverery in 2009 due to a now very weak dollar, this company is no doubt burning through cash and dealing wih layoffs of key players at this point.

Look for 2009 first quarter blues and a long expensive road back to recovery and stability.

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