R.R. Donnelley & Sons Company (NASDAQ:RRD)

Too much paper.

Selling for < 3x 2010 FCF.Solid company enhancing its digital offerings through smart acquisitions.

Oversold. Will find it's way backup to $20. If not, private equity will come in and buy the company.

I know the markets are a little jumpy these days, but a plus-$2 haircut for RRD's announcement today looks more like hysteria. If you account for the fact that RRD goes ex-div next week on 26 cents, it's selling under $12 today. Considering that RRD restructured a lot of debt last year and bought a virtual lock on the U.S. financial printing market with the Bowne acquisition, they've made a lot of progress toward getting their house in order. At the current price, you can collect an 8%+ dividend while you wait for the share price to recover.

market leader in his sector, solid dividend

There are enough ludites left an appetite for the printed word

Weak consumer demand in commercial printing. No robust IPO or M/A market and increased competition in SEC work.

huge industry position, still acquiring, modest debt, solid cash flow and great yield.

Cheap. Solid dividend. Strong Balance Sheet. Will outlast and purchase small competitors.

7.22% dividend yield. Pays for the stock in 14.84 years. Not buying for now. As long as they are in business in 15 years and interest rates aren't above 7% this will be a nice, free income producer.

T11A MB9

Solid financial statements, competitive margins in a cut-throat field, cheap relative to sales, management is looking for long term growth solutions, and a nice 6% dividend while you wait for the stock to move.

4/12 screen: percentile and reuters

-speculating - more opposition by analysts (possibly undervalued, need more research)

They are said to be making a move into packaging design and printing as part of their strategy to avoid digital obsolescence. They still believe they will be the last one standing as the competition withers.

This company has been around a long time. At a 4 year low but I see a brighter future for this one. A lot of debt but, great divs, pos cash flow, they should be able to come out of the market down turn and go back to being sold at $50+ a share.

With Quebecor on the ropes in BK and likely to be broken up, RRD seems poised to acquire much more market share.

R.H. Donnelley Corp..

check out the price of R.H. Donnelley Corp..

The biggest printer and outsourcer in the world is actually more green than most people would know at first glance. They will win more business because of that, among other things (like having mastered the outsourcing game ahead of their competitors). Disclosure: I work for RRD at a low level in the Bay Area.

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