jay fredrickson

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    • Fri Nov 7th 18:34 PM
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      Analysts Have Little Faith in News Corp.
      Now that the election has passed and the Dems have won, watch for the Fox News Channel to have much lower numbers, and therefore ad revenue going forward. The WSJ is a better paper since being bought by Murdoch, so the revenue at the paper should flatten out in the next 6 months once this year old recessions starts to soften.

      Jay

      sydneycheap.com
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    • Mon Nov 3rd 15:34 PM
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      Golden Opportunities?
      we love gold stocks here, combined with writing covered calls out of the money in 30 and 60 day cycles.

      Jay

      chicagocheap.com
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    • Sat Sep 27th 08:35 AM
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      Russell 1000 Stocks with the Highest Short Interest as Percentage of Float
      Excellent info here on this heavy short list. Seems like there are a few retail stocks seen to go lower. Could lampert be shorting his own stock, Sears, as a hedge in the ultimate hedge scenario? Is that allowable?
      Jay fredrickson chicagocheap.com
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    • Thu Sep 18th 08:04 AM
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      LA Times: Zell is Not the Problem
      I believe comparing newspapers to Fannie and Freddie and Lehman is nonsense. They have absolutely nothing to do with each other. There are some good, well written newspapers that do a fine job of covering local local local news and they are struggling too, so thats not the answer, and wasn't 10 or 20 years ago.

      The reason newspapers have failed is the classified revenue that ran page after page after page, and funded the entire fixed cost structure of every newspaper has moved to other venues. Google, CraigsList, career builder, you name it, classified ads are a perfect match for a quick searching world.

      You can blame management, editors, writers, whoever. The real fault lies with the newspaper companies that failed to understand how important the computer and internet was going to be in the movement of classified ads.

      Knight Ridder was close, in 1982, with Viewtron. Then they killed the project due to the cost of the computers needed by end users. T.
      the rest is history.

      View article »
    • Tue Sep 16th 10:09 AM
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      History Suggests the Financial Bottom May Be Near
      I am not convinced that short selling attacks make this a great financial system. I think this massive short selling adds tremendous unwarranted risk to the market and wipes out smaller investors confidence in the economic system. If the smaller investor decides to not participate in equities, your entire business gets wiped out. Over time, you'll learn that whats good for the masses is good for the big guys

      Jay Fredrickson

      I-95south.com
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    • Sun Sep 14th 08:28 AM
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      A Closer Look at the Retail-Sales Stumble
      The home improvement stocks and furniture stocks will start to rebound now that there has been significant damage due to hurricanes in largely populated areas. Insurance reimbursements will pay for remodeling, re-roofing, new drywall etc. Once that is done, people that had insurance and lost furniture and appliances will rush out to restock their homes with their insurance money. It happens all the time and it looks like thhis year will be a big one for this type of activity.

      Anyone know any pure plays, regional furniture or home improvement companies that should benefit?

      I think Belo newspapers may see a bump up due to adverttising activity related to the storm.

      Jay
      texascheap.com
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    • Sun Sep 14th 08:18 AM
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      Can Newspapers Learn Anything from Casinos?
      You are right, there are a lot of poorly run newspaper companies out there. Most companies have slashed their marketing departments, spend nothing promoting their products, including their online sites. Most newspaper companies could hire 4-5 times the number of new media reps they currently have, and it shouldn't be enough if they are maximizing their websites and spinning off other sites for travel, kids news, parenting news, real estae and automotive news, etc etc etc.
      They still feel thet driving all their users through their main site maximiizes the revenue which is dead wrong. Too bad.

      Jay

      sydneycheap.com


      On Sep 12 02:21 PM FullMetalPho tographer wrote:

      > I worked in the newspaper industry for about 15 years as photojournalist
      > and webmaster. I have to laugh when I hear people blame the web for
      > newspaper's problems. The facts do not support that conclusion. Newspapers
      > are flourishing in other countries and circulation has been declining
      > way before the web.
      > I have to agree with the Vegas analogy. The biggest issue for papers
      > is not how to compete with the web but how to embrace the new media.
      > There needs to be a serious rethinking advertisement revenue and
      > circulation. Newspapers are following the same economic model for
      > 50 years. There has been no change in the way do or think about doing
      > business. I think will look back at this time as a Mass Extinction
      > period in newspaper history because they failed to adapt. If you
      > want an example of what not to do is look at Lee Enterprises (LEE).
      > They are the poster child of poorly run Newspapers.
      View article »
    • Wed Sep 10th 09:31 AM
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      Can Newspapers Learn Anything from Casinos?
      I don't get it? What does the casino industry have to do with the newspaper business? has some new technology kept people from going into casinos? Has some new competitor jumped up and offered the same thrill with more ease and convenience? last I saw, the casino industry looked pretty healthy. There has been tremendous growth in the gambling business, can't say the same for the newspaper biz.

      Jay

      chicagocheap.com
      View article »
    • Fri Sep 5th 13:36 PM
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      This Rally Is Over, and Here’s Why
      Excellent information in this article. The next move down will be sharp,quick,drastic and soon. The bad news is piling up every day. The Fed can't control it and needs to let the excess blow off. In my opinion the DJIA goes to 7,500 within 12 months, getting that average much closer to historical patterns over the past 50 years.

      Jay Fredrickson
      chicagocheap.com
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    • Fri Sep 5th 13:29 PM
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      Commented on:
      An Investor's Guide to Bear Markets
      excellent article. I think the DJIA goes to 7,500 in the next 12 months as we cycle deeper into the recession and get little real relief from oil pressure due to geopolitical disturbances in that area. Be very careful buying on dips here!

      Jay Fredrickson
      i-95south.com
      View article »
    • Mon Sep 1st 14:41 PM
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      Ad Spending by Medium - May, 2008
      The figures for newspaper advertising are way too low. There is now way outdoor exceeds newspapers, nor does cable tv for that matter, unless consumer subscription fees are added in.
      Jay

      chicagocheap.com
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    • Mon Sep 1st 14:31 PM
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      While Street Yells 'Sell!' Lampert Buys Back 4% of Sears
      Sears has cut back on ad spending in many markets, shifting some dollars from newspapers to direct mail packages. Not a good strategy to give up on their core customer base to reach the masses of over taxed and underpaid direct mail readers. In most cases, cutting newspaper ad spend results in lower sales and therefore lower profits.

      Jay Fredrickson

      I-75.mobi
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    • Mon Sep 1st 14:16 PM
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      Am I Crazy to Own Gannett?
      Gannett stock is a screaming buy here and was even better a few weeks ago at $15 per share. This company has a nice mix of large papers, small papers, and mid-sized papers in addition to profitable tv stations. The whole segment of publiishers has been washed out in the last six months, but this company will survive and should have a stock price of $35 within three years.

      Jay Fredrickson

      washingtoncheap.com
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    • Mon Sep 1st 14:00 PM
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      Newspaper Stocks: New York Times Company, Gannett and McClatchy
      I think Gannett is undervalued due to their tv staions, overseas operations, and national branding opportunities with USA Today. This company also owns a lot of tv stations and should be able to max revenue from those stations once the economy bounces back. I also think they are in a good position relative to others in newspapers, like Mcclatchy, New York Times, and Tribune, and may be able to buy some choice titles as those companies start shedding assets to pay off their huge debt not able to be served by future cash flows.

      Jay Fredrickson

      I-10west.com
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    • Thu Aug 28th 10:18 AM
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      Tricky Times for Darden Restaurants
      What is your definition of long term hold? If it is 5 yeras, then this will be a winner at this level. If long term is 3 months, then clearly your capital, or at least part of it, are at risk. Most successful investors over time pick good stocks in good industries and hold those stocks for a long time. I think Darden fills that space.

      jay
      newyorkcitycheap.com
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