Lamar Advertising Company (NASDAQ:LAMR)

Outdoor advertising. Don't want to miss it a second time.

Inverse of Greenblatt Strategy utilizing CAPS screen weighted with ROE, GM, PE, and PB.

LAMR earns money in a sector that will be under increasing market pressure as firms shift their marketing spend away from print / billboard / traditional advertising to focus on digital media for which results can be tracked directly and for which content can be quickly adjusted.

High valuation (5 year). Did not read 10k

Potential REIT Conversion, which I always like.

Deej

short watchlist

Going to the way side. Billboards are nice, but companies are finding that online advertising is going to be the way to go.

I think outdoor advertising is a good way. With Newspaper struggling advertising will drop there. Television changing with tivo and on demand commericals are being seen less. Outdoor advertising is one of the few alternatives to online advertising.

worst caps 30 days

OUTDOOR PRODUCTS

BUY now, first target - 40$ . I shall SELL there, looks suspiciously.

way overvalued

What good is advertising off the highway if no one can afford to drive and see the ads? You know the direction...

Digital signs are the future and this advertising is much more attractive to the communitiies and much better for advertisers at a good rate compared to the other options out there that seem to get worse- do you even read a hard copy newspaper daily? If so, you ar probably not reading this.

Lamar has been suffering from the economic downturn but they will eventually move back into the $50 - $60 range once things pick back up. Digital will bolster their sales with both national & local sales benefitting from the flexibility and as the technology moves forward, the price to deploy these units will decrease. ROI will move downward & allow Lamar to further reduce its overall debt.

This company will continue to make strong gains, and have some occasional setbacks. Regardless this company is managed very well and look for growth opportunites in the future.

They are overdue for a decent-sized correction. Too much valuation for too little of earnings.

PE is in the 70's , whereas the advertising industry/sector average is about 44.

I never though much about this company, but a few days back I was driving from Chicago to Indiana and couldn't help but notice how many Lamar signs were not updated - they had ads from movies and events from last summer. If you have ads up that long, that aren't supposed to be up anymore, it only tells me that demand is dropping.

Hate their billboards. This company produces eyesores and will lose business as people become more annoyed by invasive advertising (covering up landscapes, the (formerly) nice view from the highway of the mountains, etc.). Hawaii has already banned billboards and other states will follow suit, eventually.

Overpriced, The NEC Supercomputer system says so (see collective2).