Source Interlink Companies, Inc. (NASDAQOTH:SORCQ.PK)

CAPS Rating: No stars

A marketing, merchandising and fulfillment company of entertainment products including DVDs, music CDs, magazines, books and related items serving about 110,000 retail store locations throughout North America.

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Member Avatar NeroSagetrade (91.74) Submitted: 1/15/2008 8:55:19 PM : Outperform Start Price: $2.05 SORCQ.PK Score: -100.05

Historically I absolutely hate media and advertising companies, but I've had my eye on SORC for a long time and with 60 cents in trailing earnings per share and trading at something around 2.25 times 2009s earnings estimates Im going to jump right aboard. SORC is trading well below its intrinsic book value and is growing revenues at a steady 20-30% clip. Although Im not expecting advertising revenues to remain as strong as they have been, the company presents a unique value here that I feel must be snatched up. I'd be shocked if they didnt explode higher by 80-120% within a few months.

Nero

Sagetrade

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Member Avatar eulav (< 20) Submitted: 12/9/2007 10:49:24 AM : Outperform Start Price: $2.58 SORCQ.PK Score: -91.34

Take a look at last week's earnings release - sales and ebitda growing nicely (in spite of the mature businesses and a tough consumer environment). Free cash flow yield is 30% or so without the real benefit of the Enthusiast Magazine acquisition kicking in. Free cash flow could be $50-$60 mm plus in a year and the market cap is less than $150 mm. Yucaipa has big plans to consolidate the content industry now that distribution is a firm oligopoly. High risk high return stock but sometimes you have to beleive in the jockey rather than the horse....

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Member Avatar qubit16 (98.06) Submitted: 12/3/2007 9:00:36 PM : Underperform Start Price: $2.31 SORCQ.PK Score: +94.21

sd

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Member Avatar HobieHuan (< 20) Submitted: 9/29/2007 11:15:57 PM : Outperform Start Price: $3.55 SORCQ.PK Score: -90.59

A high risk but potential high return investment. If management gets its act together the stock should be worth about $5 by 2010, giving a 12.5% per year return.

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Member Avatar Marshalle1 (< 20) Submitted: 7/17/2007 8:27:18 PM : Outperform Start Price: $5.08 SORCQ.PK Score: -90.09

Combining with Primedia enthusiastic media with add revenue and growth to company.

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Member Avatar iknowhow2trade (< 20) Submitted: 6/4/2007 9:38:57 PM : Outperform Start Price: $5.38 SORCQ.PK Score: -90.78

very cheap should go back to $8

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Member Avatar 100EE7 (30.74) Submitted: 12/27/2006 12:13:44 AM : Outperform Start Price: $8.07 SORCQ.PK Score: -98.78

extreme oversold fundamentals/growth support $12-$15 down with media sector and director meeting delay

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Member Avatar Burt59 (< 20) Submitted: 12/19/2006 1:54:57 PM : Underperform Start Price: $7.84 SORCQ.PK Score: +98.87

Although it may bounce, this is a losing business and continues to gradually sink. It will need to re-invent itself to grow over the next few years

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Member Avatar vanillabice (< 20) Submitted: 12/18/2006 8:06:53 PM : Outperform Start Price: $7.62 SORCQ.PK Score: -99.09

Oversold.

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Member Avatar skc0001 (< 20) Submitted: 10/7/2006 9:37:30 AM : Outperform Start Price: $9.65 SORCQ.PK Score: -103.93

For all i know, i still buy books and CD for the keep, truly whatever the revolution

Results 1 - 10 of 10

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