ValueVision Media, Inc. (VVTV)

earnings

I have purchased VVTV :-

http://finance.yahoo.com/q?s=vvtv&.yficrumb=yIQAwlz5SoW

Industry: retail (catalog & mail order)
EPS = -1.72
EPS EST 1yr = na 2yr = na
EPS EST Q1 = na Q2 = na
PE = na Industry 21.1
PB = 1.03 Industry 1.8
PS = 0.21 Industry 0.4
P/CF = na industry 19.0
P/FCF = na Industry 12.3
Yield 0.0 Industry 0.0
Gross profit margin = 32.3 Industry 37.2
Operating margin = -16.7 Industry -9.5
Net Profit Margin = -11.0 Industry -10.7
ROA = -24.4 Industry -26.7
ROE = -50.3 Industry 7.6
Insider ownership = 5.0
Greenblatt ROC = -95.27
Greenblatt Earnings Yield = 0.00
PosFCF generic % free cash flow yield -31.59%***
Passes 13 of 17 of Mike Klein's metrics
MaxPrice = 18.34 Discount 81%**
Metrics from qtr ending 8/01/2009
Caps rank 3
http://caps.fool.com/Ticker/VVTV.aspx
MC score 257

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)

Heavy Insider Buying
Consumer Savings Declining = Spending Rising
Leader in Multi-Media Shopping like Television Shopping Shows
Trading at or below it's Book Value of $3.68 and 50% Below Industry Average

10

Lots to dislike - poor quarter at Shop NBC, workforce reduction - but believe current $4.20 price discounts much of this news. Company is likely survivor - debt free with roughly 40% of current market cap in cash (buyback in place). Believe new CEO likely encouraged "kitchen sink" quarter, positioning for better relative results over next couple of years. Not looking for quick money on this one, but likely to stablize around $4 and provide at least market returns going forward.

HSN and QVC have done quite well as our economy has slowed, VVTV continues to market to those same audiences. Television and merchandizing will if anything prove more popular as fuel costs rise... this is a winning combination!

Merchandising and TV are a proven winner... just follow growing trends with QVC, and HSN... growth is inevitable, and so will big profits...

Undervalued

looks good!

the company sucks but is worth al the money

wow

Solid

book 7.01

Valuevision just recently dumped its CEO which had grossly mismanaged the company. Among his former mistakes was closing the Minneapolis "outlet" store which was *always* in the black, according to an employee. The CEO has now been fired and I am happy to report that the store will be re-opening in about 6 weeks time, due to an overload of customers who were unhappy that the store was closing.

Valuevision has no debt and 100 million in the bank. It is also very close to a 5 year low. I predict it will outperform the market over a 2-4 year period. I dont know much yet, I'm a new Fool, but we'll see what happens.

this company sucks but its worth more than 7 dollars

will be acquired or give large one time special dividend

Co. not completely whittled down the $300M. Today they have $65M cash; own$36M TV Station in Boston; the $50M investment in Polo.com pays dividends; add the $55M on BB and they have managed to whittle it down to $206M. Sales have grown from $274M to $762M. EBITDA is now TTM $16M and will likely double in 07. TV is distributed to 66M homes vs 25M. Have reached scale to grow sales 10% each yr next 10; EBITDA growth much greater reaching $120M in 4-5 yrs (or less). Wild card is how they play Internet Video card w/NBC etc