Lee Enterprises, Inc. (LEE)
The Company directly, and through its ownership of associated companies, publishes 56 daily newspapers in 23 states and more than 300 weekly, classified and specialty publications, along with associated and integrated online sites.
Recs
Recs
manucastle
(68.11)
Submitted: 11/9/2009 11:52:30 AM :
Start Price:
$3.58
LEE Score:
+5.93
I have purchased LEE :-
http://finance.yahoo.com/q?s=lee&.yficrumb=yIQAwlz5SoW
Industry: printing & publishing
EPS = -7.34
EPS EST 1yr = na 2yr = na
PE = na Industry 21.3
PB = 2.61 Industry 1.6
PS = 0.16 Industry 0.9
P/CF = na industry 10.7
P/FCF = 1.8 Industry 8.7
Yield 0.0 Industry 0.0
Gross profit margin = 49.2 Industry 53.5
Operating margin = -45.9 Industry -13.3
Net Profit Margin = -36.5 Industry -12.8
ROA = -18.3 Industry -14.1
ROE = -331 Industry 1.0
Insider ownership = 2.7
Greenblatt ROC = -171.31
Greenblatt Earnings Yield = 0.00
PosFCF generic % free cash flow yield 56.65%***
Passes 11 of 17 of Mike Klein's metrics
MaxPrice = 32.96 Discount 90%**
Metrics from qtr ending 6/28/2009
Caps rank 1
http://caps.fool.com/Ticker/LEE.aspx
MC score 245
All good enough for my money. I only suggest stocks that I own !
(See posts 388/584/665/760/1051/1807/2213/3546/3755/4046/4208/4225/4345/4573/4818/5241/5242/5310/5461/5579/
5169/7651 on 'Investment Analysis Clubs / Dynamic Value Investing ' board for extra due diligence applied ). **MaxPrice is a generic version of Mike Klein's Maxprice and ROC and Earnings yields are generic versions of Greenblatt's metrics. *** PosFCF generic % free cash flow yield taken from AAII and posts 5248 and 5253
See 'Investment Analysis Clubs / Dynamic Value Investing' board and my CAPS profile for further excellent companies selling at a discount to Maxprice with excellent current metrics. CAPS only shows my selections over 100Mill (unfortunately due to restricted lower market cap applied by MF CAPS).
As stated on the 'Investment Analysis Clubs /Dynamic Value Investing' board my aim is to obtain up to 50% returns p.a. as Buffett stated he could obtain (3 times) recently. A very difficult task but you can follow along with my buys and sells on my CAPS page, where I put my money where my mouth is . If I perform well I hope you can benefit. If not , feel free to ignore my comments. CAPS allows each and everyone of us to be clinically judged on our stock picking abilities over the LONG TERM.
Please always do your own due diligence before investing.
Manucastle :o)
Recs
nesselsdorf1187
(99.00)
Submitted: 11/5/2009 4:00:39 AM :
Start Price:
$3.15
LEE Score:
-17.38
Beeeeeeee!
Recs
Newshound3
(< 20)
Submitted: 11/2/2009 5:22:22 PM :
Start Price:
$2.91
LEE Score:
+25.44
LEE is a highly stable, well managed, good performing company with newspapers in almost entirely small, town markets where the newspaper is the lifeblood of the community. Investors are going to be fooled if they try to compare this stable, recovering stock to big city newspapers that are in big trouble. I see this stock selling in the $10 - $15 range within 5 years. For now, a good, solid growth stock!
Recs
cashsage
(87.44)
Submitted: 10/27/2009 6:53:19 AM :
Start Price:
$3.38
LEE Score:
-10.48
LEE has an illiquid balance sheet and a too high valuation compared to its sales potential. It is also loss making.
Recs
jdcarcollector
(< 20)
Submitted: 10/25/2009 10:41:20 PM :
Start Price:
$3.54
LEE Score:
-6.49
Media is dying.
Recs
Jackcodak
(94.35)
Submitted: 10/9/2009 2:20:35 PM :
Start Price:
$3.18
LEE Score:
-17.38
LEE has done a good job working its way back up to 3.20 handle. I believe that at this price there will be a reversion back to the mean. I like newspapers, but I don't think this is the right environment for a buy rating. It is just a penny stock....
Recs
johnnyrocku
(98.06)
Submitted: 10/1/2009 11:39:13 AM :
Start Price:
$2.54
LEE Score:
-44.65
newspaper publishers are toast sooner or later
Recs
DarthMaul09
(98.14)
Submitted: 9/30/2009 2:26:07 AM :
Start Price:
$3.11
LEE Score:
-19.62
Only speculation of a take over bid at a price north of the close today could justify this jump. Plan to sell first and ask questions later. The price is not likely to stay up here that long.
Recs
MoneyDocSchloss
(66.73)
Submitted: 9/29/2009 10:21:30 PM :
Start Price:
$3.11
LEE Score:
-19.62
Hate to short my own name, but the guys above make a good case. sell the hype.
-Lee
Recs
tenmiles
(99.99)
Submitted: 9/29/2009 11:24:28 AM :
Start Price:
$3.16
LEE Score:
-17.52
Lee likely to find himself at Appomattox again soon
Recs
angus118
(< 20)
Submitted: 10/6/2008 11:41:37 PM :
Start Price:
$2.85
LEE Score:
-28.60
top 20 stocks to sell (10/6/08 LN)
Recs
Souperman9
(< 20)
Submitted: 9/22/2008 2:06:52 PM :
Start Price:
$3.03
LEE Score:
+34.17
Punishment of this company's sector has been severely overdone. Book value on this stock in $7-10 range
Recs
MoneyHarish
(99.04)
Submitted: 9/9/2008 1:22:49 PM :
Start Price:
$3.36
LEE Score:
+23.31
Takeover target or company may go in private.
Recs
NDonline
(< 20)
Submitted: 7/2/2008 2:10:16 PM :
Start Price:
$3.23
LEE Score:
+29.76
This company is grossly undervalued compared to its history. It's the new 3-buck Chuck. Despite the negative news about advertising, it actually appears to be outperforming it's competition.
Recs
Recs
Pacificfyr
(46.79)
Submitted: 6/2/2008 12:14:53 PM :
Start Price:
$6.32
LEE Score:
-21.42
Its just too cheap
Recs
fitz55
(< 20)
Submitted: 5/3/2008 1:22:03 PM :
Start Price:
$7.21
LEE Score:
-27.59
very low P/E, insider buying, very good dividend
Recs
chk999
(99.99)
Submitted: 4/16/2008 4:02:11 PM :
Start Price:
$8.56
LEE Score:
-38.84
short term play
Recs
StockMarketBeat
(80.36)
Submitted: 2/28/2008 7:17:27 AM :
Start Price:
$10.94
LEE Score:
-48.29
http://stockmarketbeat.com/blog1/2008/02/28/lee-should-lee-enterprises-investors-stop-the-presses-or-pick-up-a-scoop/
Until the management can effectively put their plan into action, revenues and earnings look set for continued declines. In 2007 operating income decreased $5,157,000, or 2.5%.
Tax settlements reduced income tax expense by $6,880,000 in 2007. On an apples to apples basis, earnings per share declined from $1.82 to $1.66.
While the earnings are declining, they do appear trustworthy. The accrual ratio measures the difference between cash-based earnings and accounting (accrual) based earnings. The closer to zero, the better. With the exception of a spike in 2005 related to the Pulitzer acquisition, Lee’s earnings quality has been high.
I Would Look to Enhance Yield With Options
Although a put-write may offer another alternative play on the name, the options are thinly traded. The March 12.50 puts are available for approximately $1.45 at the time of writing, while the March 10’s are trading at about $0.30. The choice would depend upon the investor’s objective: someone wanting to own the shares at a lower price could use the $12.50’s to get an effective purchase price of just over $11.00, while an investor who doesn’t really want the shares could get a 3% one-month yield on money at risk using the 10’s.
I also think if I wrote put options and ended up with the shares, I would turn around and write covered calls to continue enhancing the yield and offsetting some of the risk.
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