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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (51216)	4/4/2013 9:07:33 PM
From: robuck	2 Recommendations Read Replies (2) \| Respond to of 78705

DO NOT POST TECHNICAL ANALYSIS COMMENTARY OF SPECIFIC STOCKS ON THIS VALUE THREAD. reversion to the mean does not qualify as value investing...

To: Paul Senior who wrote (51216)	4/14/2013 5:10:45 AM
From: smaycs4	Respond to of 78705

DGIT trades for less than 5 times expected EBITDA and their last 5 years Diluted EPS from continuing operations look nice for a $6.99 stock. $ 0.64 $ 0.80 $ 0.85 $ 1.63 $ 0.95 For 2013 the Company expects the following: Total revenues for the full year 2013 are expected to be in the range of $370-$400 million. Adjusted EBITDA is expected to be in the range of $105-$125 million. Thats just 1-39 cents for 2013. As for what they do... from the yahoo board... " They deliver ad's to TV stations and more recently on the internet. At one point they controlled a huge portion of commercial delivery because they had servers in the actual TV stations across the country, a decent barrier to entry and they made gobs of money (i believe a fortune article in 11 indicated they delivered like 70 or 80% of the commercials that year and that they would make a bundle in 12 due to the elections, God I wish they would not have run that article). Then there model was disrupted by the digital revolution and I think they saw the TV market competition was going to heat up significantly so they paid a bundle to buy Mediamind and they went from the dominant player in low competition industry to competing with guys like Google. This was an unmitigated disaster and to prove that they wrote off $219 million in goodwill and busted their bank covenants this year. founder drifted into the backround until he thought the stock price needed a little juice so he put out there that he may take the company private (which was funny but not as funny as the rumors that GS was going to sell them for $1B in 2011). Anyway they were cash flow positive in Q4 but I wouldn't put a lot of stock in that book value #$%$ you were looking at cause $369 million of it is goodwill (but looky that number was $580 million last year, see how fast your BV thesis can fall apart) sounds like you are up .10, you have faired better than about 90% of DGIT's investors. I would head for zee hills " That was BEFORE the recent nearly $1 move.