LKSD

Quad/Graphics Skyrockets After Earnings

by

Image Shown: Shares of Quad/Graphics Inc (QUAD) have tumbled over the past year due to concerns regarding the secular decline in the printing business and its now terminated all-stock deal to acquire LCS Communications Inc (LKSD). On July 31, shares of QUAD leaped higher after reporting second quarter 2019 earnings on July 30. By Callum Turcan Quad/Graphics Inc (QUAD) is a printing company seeking to shift towards advertising & marketing offerings that are better suited for the digital age. Most of Quad/Graphics’ revenue is generated in the US. The company mentions in its 2018 10-K filing that “the printing industry… is in secular decline” while the US advertising is expected to grow by 4% CAGR from 2018 – 2022 according … Read more

Updated Thoughts on Brighthouse Financial and Quad/Graphics

by

Brighthouse Financial is trading at material discount to its book value per share as the market questions its strategy to enhance its return on equity in coming years, and we’re not high on its risk/reward potential as a notable portion of its bottom-line performance is beyond the control of management. Quad/Graphics sports a lofty dividend yield, but we’re less than enthused about its long-term prospects as it looks to consolidation in a declining industry for growth. By Kris Rosemann We’re Not Interested In Brighthouse Despite It Trading at a Discount to Book Image Source: Brighthouse Financial Investor Presentation Hedge fund manager David Einhorn is a big fan of Brighthouse Financial (BHF) thanks in part to its hedging with an options-based … Read more

Dividend Increases/Decreases for the Week Ending January 19

by

Below we provide a list of firms that raised their dividends during the week ending January 19. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week A.O. Smith (AOS): now $0.18 per share quarterly dividend, was $0.14. Alexanders (ALX): now $4.50 per share quarterly dividend, was $4.25. Alliant Energy (LNT): now $0.335 per share quarterly dividend, was $0.315. Antero Midstream (AM): now $0.365 per share quarterly dividend, was $0.34. Antero Midstream (AMGP): now $0.075 per share quarterly dividend, was $0.059. Citizens First (CZFC): now $0.06 per share quarterly dividend, was $0.05 (Adj. … Read more