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Actived: Thursday Jan 16, 2020
Value Investors Club / WHITE MTNS INS GROUP LTD (WTM)
White Mountains Re also includes Scandinavian Reinsurance Company, Ltd. ("Scandinavian Re"), which is in run- off, and the consolidated results of the Tuckerman Capital II, LP fund ("Tuckerman Fund II"), which was transferred to White Mountains Re from Other Operations, effective June 30, 2008.
Value Investors Club / TRANSACT TECHNOLOGIES INC (TACT)
TACT’s competitor in the gaming segment, Futurelogic also has competing software that prints coupons. However, Epicentral is able to connect directly to the casino’s player tracking system, allowing coupons to be given to specific players at any time, while Futurelogic’s system can only give coupons based off of pre-programmed scenarios.
Value Investors Club / NEW YORK TIMES CO -CL A (NYT)
Digital ads, on the other hand grew 14% last year (including an extra week), an acceleration from the 6% growth in 2016 (again this took off just as the subscriber numbers accelerated). Next quarter, however, digital advertising revenues are expected to be down year-over-year based on Company guidance.
Value Investors Club / VALASSIS COMMUNICATIONS INC (VCI)
Its core business used to be the free standing insert business (coupons delivered via newspapers), and the stock would trade down on the endless flow of poor newspaper circulation numbers. But the reality is that, due to intense pricing competition from newscorp, the FSI business is essentially breakeven and so not a driver of company value
Value Investors Club / EOS PREFERRED CORP (EOSPN)
The coupons on EOSPN, which had been turned off, have been turned back on. Last year, with the transition from the OTS (which, due to the Frank Dodd regulation, was abolished) to the OCC, EOSPN skipped a couple of coupons. The new regulators now have a grasp on the situation and realize that Aurora is massively overcapitalized and can afford to