RRSat Global Communications Network Ltd. (NASDAQ:RRST)

CAPS Rating: 5 out of 5

The Company provides global, comprehensive, content management and distribution services to the expanding television and radio broadcasting industries.

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Member Avatar Nestorvestor (< 20) Submitted: 12/16/2010 8:39:22 AM : Outperform Start Price: $5.59 RRST Score: +14.48

What drew me to RRSat are the cold financial fiqures. Order book of 170m on revenues of 100m gives some safety as does the price to tangible book ratio of 1.5. Revenues have been growing 20% a year and the ROE has been sailing between 11%-15% and ROA between 8%-13%. Dividend yield is over 3% and 70% of stock is owned by insiders (Two investment firms. Kardan N.V & InterGamma Investment) so this could propably be a buyout candidate also.

While 2010 wasn´t a great year for them in terms of growing EPS or FCF, they have been growing their revenues and book to bill ratio. I think they are nicely positioned to benefit from the growing consumer demand of HD broadcasts and digital content in general. Their geographical position in Israel is ideal as it is a newsrich area and global companies are in need of their equipment near the hotspots. Being close to the emerging markets of Africa & Pacific Asia isn´t a bad thing either.

I think a fair value would be 10$. That would mean 2x tangible book, forward P/E of 15, PEG ratio of 1 and thats the same number that i get from the DCF analysis using a discount of 12%, growth of 10% for 10 years and a terminal rate of 2%. Pretty conservative estimates that leave a margin of safety of 30%.

Full article:
http://nestortheinvestor.blogspot.com/2010/12/rrsat-consumer-play-disguised-as-tech.html

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Member Avatar mechming (38.58) Submitted: 11/30/2010 1:41:34 PM : Outperform Start Price: $5.71 RRST Score: +4.47

NMC

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Member Avatar stuartgordon69 (40.25) Submitted: 10/29/2010 10:51:15 PM : Outperform Start Price: $7.24 RRST Score: -29.41

GROWTH COMPANY WITH GOOD DIVIDEND PLUS CURRENCY DIVERSIFICATION THAT IS AVAILABLE CHEAPLY BECAUSE IT MISSED ITS EARNINGS SLIGHTLY.
HIGH INSIDER OWNERSHIP PLUS INSTITUTIONS MEANS A THIN MARKET = INEFFICIENT PRICING.

THIS IS ALONG-TERM HOLD (AS ARE ALL MY PICKS).

I OWN PERSONALLY

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Member Avatar hybridinvestor (89.35) Submitted: 4/26/2010 3:03:02 PM : Outperform Start Price: $8.75 RRST Score: -48.31

Very interesting small sat provider with solid balance sheet, consistent earns/revs growth, and a nice divvy while we wait.

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Member Avatar Flitt12 (98.84) Submitted: 3/17/2010 10:26:51 AM : Outperform Start Price: $8.87 RRST Score: -55.76

Screener:
ROE > 10%
LT Debt - Equity < 50%
Dividend > 5%
Price-to-Book < 3
================
EBITDA Growing?: Check
Months of EBITDA to pay:
(LT Debt - Cash) - 0
Dividend - 5

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Member Avatar megalong (< 20) Submitted: 2/15/2010 10:19:10 PM : Outperform Start Price: $9.05 RRST Score: -68.90

RRSat is a satellite communication and production services company based in Israel. They are trading at 2.3x tangible book, 14.4x trailing earnings and 10x forward earnings. They are growing rapidly but have missed analysts estimates recently, leading to a beaten down stock price. I like the fact that they have global exposure and that their dividend policy shows they are serious about investors. Satellites will continue to be a strong growth market and I like RRST and IRDM in particular.

Clients: CNN, NBC, ABC, Fox News, Reuters, Dish Network, Fox Sports, Walt Disney Pictures, EuroNews, Russia Today, Asianet, Eurosport, CBS, Al Jazeera, MGM, RTVi, Far East TV, etc.

Recent news:
RRSat Global Communications Network Ltd. Declares Dividend; Issues Q1, FY 2010 Revenue Guidance; Q1 2010 Revenue Guidance Below Analysts' Estimates
Tuesday, 2 Feb 2010 07:47am EST

RRSat Global Communications Network Ltd. Issues Q4 2009 Revenue Guidance Below Analysts' Estimates
Thursday, 12 Nov 2009 07:57am EST

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Member Avatar Imadoc2 (67.25) Submitted: 1/14/2010 12:01:30 AM : Outperform Start Price: $9.22 RRST Score: -62.97

A well managed company with plenty of growth opportunity, a great backlog of work yielding good revenue visibility and a low PE for a growth company.

I don't mind waiting on this one and have been acquiring shares over the last 18 months. It's a long term play but one I expect to be quire profitable. In the meantime, digging the dividend!

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Member Avatar bluecollarbroker (87.73) Submitted: 12/14/2009 9:35:36 AM : Outperform Start Price: $9.18 RRST Score: -66.89

upside

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Member Avatar redsox1326 (< 20) Submitted: 7/13/2009 12:05:55 AM : Outperform Start Price: $8.71 RRST Score: -106.45

The company is in a strong financial position with quickly growing revenue

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Member Avatar BigHorseShoe (49.38) Submitted: 7/6/2009 10:55:13 AM : Outperform Start Price: $8.94 RRST Score: -107.40

34Million is Cash with no long-term debt.

Attractive valuation on a P/E and P/Cash flow basis

Continued improvement of margins

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Member Avatar Mrpresident77 (< 20) Submitted: 6/6/2009 2:45:33 PM : Outperform Start Price: $8.88 RRST Score: -97.05

Omg money maker

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Member Avatar Hogty (41.02) Submitted: 5/12/2009 9:07:09 AM : Outperform Start Price: $8.78 RRST Score: -100.73

Usually this would be too close to the 52 wk high for me, as i like to sale at half right now. But this datat sheet on growth to debt and a forward looking strategy make this a great stock in the next 3-5 years. Buy, Hold, Enjoy.

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Member Avatar SmallPimpin (57.36) Submitted: 5/8/2009 1:50:26 AM : Outperform Start Price: $9.53 RRST Score: -108.08

Mmm...tv content...

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Member Avatar jrjrook (< 20) Submitted: 5/5/2009 9:12:10 PM : Outperform Start Price: $11.77 RRST Score: -127.24

Continued to grow during '08 market downturn. Outperforming S&P.

Net income +30% year over year. Assets four times liabilities. Long

term debt $0.0. Conservative, growth minded management. What

is not to llike? Buy, buy, buy.

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Member Avatar kaptnkrk (< 20) Submitted: 5/5/2009 3:43:51 PM : Outperform Start Price: $11.71 RRST Score: -129.42

Technology advancement is always paramount

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Member Avatar predfern (71.19) Submitted: 1/19/2009 12:15:47 AM : Outperform Start Price: $9.48 RRST Score: -127.99

jim oberweis 2009 pick

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Member Avatar foolalex9 (96.62) Submitted: 10/13/2008 10:04:26 PM : Outperform Start Price: $5.72 RRST Score: -21.93

vanamonde

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Member Avatar 5SsmallcapDIV (79.20) Submitted: 8/3/2008 1:46:29 PM : Outperform Start Price: $9.83 RRST Score: -58.90

5 Star, Small- Cap, dividend paying company

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Member Avatar mikegj1 (< 20) Submitted: 5/8/2008 3:53:44 PM : Outperform Start Price: $8.06 RRST Score: -24.16

As the price of travel goes up people will be looking for more ways to be entertained within their own home. Television, Internet and radio are likely to see increased demand; which will transfer into an increased demand for the services of this company.

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Member Avatar ntrlbrntrdr (< 20) Submitted: 5/3/2008 8:34:24 PM : Outperform Start Price: $10.19 RRST Score: -46.77

Has outperformed, is underfollowed, in a growing industry and recession proof.

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