CTC Media, Inc. (NASDAQ:CTCM)

Growth stock with a bonus dividend (albeit spotty payout).

http://www.magicdiligence.com/articles/ctc-media-CTCM-2011-09

Satisfactory Dividendyield as well as no indication that Putin's next Presidency will be to its detriment.

The current value of the stock resulting from a high (actually not a very high but unusual for this stock) volume sale in the past 1.5 weeks combined with options exercise. The situation is the same as it was in Q4 2008, the companies just hold their budgets for Q4 despite on 100% commitment sellout.

It's all about the dividend here, mate.

russia

New wave of privatization in Russia will boost a media stock.

As Russia's economy grows and and there is more disposable income companies will be forced to increase their adspend. CTC Media will be more and more valuable as it will grab a lot of media dollars. Eventually, it could become part of a larger media empire. Definate longer term out perform.

PEG of 0.6 with good growth potential.
P/E exansion likely.

There is less momentum, less volume, and less buying going on. We are in the last part of this rally.

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

MFI following, all have negative Fool ratios but impressive 3 month gains

A Russian media company? Not only is Russia hostile to capitalism (rewriting contracts whenever it sees fit, seizing property, and the like), Russia as anti-free media. The political system in Russai shuns free expression and imprisons anyone who speaks out against the government.

Sounds like a great recipie to lose everything.

The articles in The Motley Fool and other recent articles in finance.yahoo cite large advertising spending growth in Russia when that is certainly not the case on the ground in Russia today - television ad spending at best from local estimates points to -10% to at worst -40% so this is not a Kremlin political risk issue on the stock but one of a plain and simple perfect strom - the withdrawl of liquidity from emerging markets in general and Russia in particular, as well the fact that many recommendations on this stock seem clueless with respect to the real advertising situation in Russia

3 to 5 star stock in one year.

Beaten down strong grower with expanding market.

Ctcm will explode...,this stock will rise over 50 dollars a share or more !! within a year,mark my words and save this so I can relish the glory and for those who dont believe, buy your oil and u will be sorry...so if you snooze u will lose ,sometimes the wrong thing is the right thing,at least what you think is wrong, I already believe all the perdictions I just gave you....see u when im laughing to the bank

5 yr growth 30% but FPE 18

seymour fast money

CTC Media operates the CTC Network, a Russian television network offering entertainment programming targeted at 6-54 year old viewer, and the Domashny (Home) Network, a Russian television network principally targeted at 25-60 year-old female viewers. CTC Network’s average audience share is 10.4% and its average audience share in its target demographic is 12.9%, making CTC the fourth-most watched broadcaster in Russia and the third-most watched in its target demographic.

The Russian television business is highly competitive with broadcasters competing on the basis of audience share and time slots. This in turn influences their advertising revenue. The $3.2 billion Russian advertising market is one of the largest and fastest growing in Europe. Despite this rapid growth, the advertising spending in Russia, both on a per capita basis and as a percentage of GDP, remains low by international standards. This indicates that the Russian advertising market is still relatively in a nascent stage. This should help well-established companies like CTC to gain most of this favorable environment.

CTC’s top-line has seen a rise of 56.2% for fiscal 2006 on account of continued growth of the Russian television advertising market and their ability to leverage its television network in delivering their target audiences. Also they have been to improve its operating margin by 360 bps by controlling programming cost.

Historically, the company’s revenue growth has outpaced the growth of the Russian television market as a result of which they have been able to improve their audience share. CTC expects to carry on this momentum and expects fiscal 2007 revenues to be around $460-$500, an increase by at least 24%. The company’s continuing effort to multiply its market share makes the stock, a good buy.