StockIceMan's Weekly Stock Pick
Week of
August 13, 2007
| Stock: |
Valassis Communications,
Inc |
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| Ticker Symbol: |
VCI - NYSE - Marketing
Services |
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|
| Buy: |
11.00 to 11.50 |
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|
| Sell: |
15.00 |
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|
Info: |
Valassis Communications, Inc. provides various
marketing products and services to
manufacturers, direct marketers, retailers,
franchisees, and other advertisers. It operates
in five segments: Free-standing Inserts (FSI),
Run of Press (ROP), Neighborhood Targeted,
Household Targeted, and International &
Services. The FSI segment offers four-color
promotional booklets containing the coupons of
various advertisers that are distributed to
approximately 60 million households through
newspapers and shared mail, as well as to rural
or Hispanic markets. It also provides customized
FSIs featuring multiple brands of a single
customer. The ROP segment engages in the
brokering of advertising printed directly on
pages of newspapers. The Neighborhood Targeted
Products segment provides customers with print
and media placement of free-standing solo insert
formats; and specialty print promotion products,
such as die-cuts, posters, and calendars. It
also offers newspaper-delivered or
direct-to-door sampling products; door hangers;
and provides customers the opportunity to
deliver an advertising message on a newspaper
polybag without including a sample. The
Household Targeted Products segment produces
direct-mail programs based on multiple data
sources, including frequent shopper card data;
provides proprietary software solutions for
customers to manage and analyze frequent shopper
data; and offers Internet-delivered promotions.
The International and Services segment provides
coupon clearing, promotion information
management products, and marketing services. Its
services include manufacturer redemption and
promotion analysis. This segment also provides
promotion security and consulting services,
including the execution of sweepstakes and
contests. The company has operations in the
United States, Canada, Mexico, Europe, and the
People's Republic of china. Valassis
Communications was founded in 1970 and is
headquartered in Livonia, Michigan. |
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| Financial Info: |
For the six months ended 6/30/2007, revenues
increased 92% to $973.5 million. Net income
decreased 44% to $21 million. |
|
|
| Key Ratios: |
Current
Ratio: 1.471, Total
Debt/Equity Ratio: 7.076, Trailing P/E: 16.14x,
Forward P/E: 9.40x, Price/Sales: 0.36,
Price/Book:2.83 |
|
|
| Share Info: |
There are 47.88
million shares outstanding with 47.59
million shares in the trading
float. Institutions own
approximately 107.90% of the shares outstanding.
There has been no insider purchase and 1 insider sale totaling
4,500
shares
in the last six months.
Real-Time SEC
Filings
As of 7/10/2007, there were 9.73 million shares short.
Net Institutional Selling: 2.977 million shares prior to latest
quarter. |
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| Articles: |
Valassis Extends Exchange Offer for 8 1/4%
Senior Notes Due 2015 |
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