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R. R. Donnelley & Sons Company (RRD)

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1,2500+0,0200 (+1,63%)
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  • d
    dan
    @barney what do you say about $RRD pr???
  • C
    Chris
    $RRD conversation
    Here is my comment from 2 months ago - looks like it came true: Chris2 months ago
    $RRD conversation
    The sale of RRD's Print Logistics business was said to represents a significant step forward in its strategic transformation as a marketing and business communications company. Please use some of that expertise to market your stock. If the stock is worth more please let investors know or someone may buy the company for a pittance and current holders will never recover their massive losses. If there is not any communication it makes you wonder if things are as bad as the stock price indicates.

    ReplyReplies (4)21
  • d
    dan
    $RRD and $QUAD are direct competitors and the stock price movements have been fairly similar.
    RRD has a P/S 0.01 while QUAD is 0.05.
    RRD has a P/C 0.18 while QUAD is 0.88.
    RRD has 2.9 ROI vs QUAD 2.1 ROI.
    Both have a similar Gross Margin of ~19%.
    RRD also has a higher institutional ownership, at 79% vs Quad 61%.
    Interestingly, RRD has more cash per share, lower P/S, lower P/C, more sales (6.1B vs 3.7B), yet has a 82.7M market cap on 69M share float, while QUAD has 182M market cap on 30M float.
    QUAD is down ~37% from the ~$5 it was trading at back in Feb.
    RRD on the other hand is down ~59% from the ~$2.70 back in Feb.
    I believe this all makes RRD the better buy, and if it were not for the multiple selloffs by a certain thwarted & disgruntled major shareholder (see SEC and PR filings), RRD would be trading at $1.70 if it were on par with QUAD.
  • l
    lou
    $RRD conversation
    Has anyone had the stock in the new companies show up in their account yet?
  • A
    Anonymous
    $RRD conversation
    Yahoo SUKS
  • s
    spida69
    Digital Power Corporation
    It's early. gonna take a nap. $fcel is a good looking dividend stock. $rrd has a 15% dividend. cheap. portfolios need a good solid base. #research
  • s
    southgoingzax
    $RRD conversation
    Brilliant Cramer analysis, before the break up he said the sum of the parts was worth 20% more than where the stock was trading. Now, after they've all dropped by more than a third since the break up, none of them are buys.
  • C
    Charles
    R.R. Donnelley & Sons Company
    unlocked value? I'm down a combined 33percent from original cost basis.
  • R
    Richard
    $RRD conversation
    Another day, another disaster for RRD and their hapless spinoffs. Great decision on the part of management to break up the company in order to unleash value. What could they have been thinking? I can't wait for the shareholder class action lawsuit. Sign me up!
  • s
    southgoingzax
    $RRD conversation
    And the tanking of the spin offs continues, I assume the selloff the first day had to do with index fund selling, but this is now getting absurd.
  • r
    r
    $RRD conversation
    I think the stockholders got the shaft, again.
  • r
    r
    $RRD conversation
    Before and after spin off down 41%, also lost dividend.
  • j
    john
    $RRD conversation
    $RRD lost 25% of its value in the past 3 weeks. Dividend cut must be coming. Why else would this old dog drop so far, so fast?
  • O
    OldBear
    $RRD conversation
    If I can't go back to the old format, I'll have to leave Yahoo Finance.
  • T
    Troy
    $RRD conversation
    Get on with it and revert to the old format...much more informative and access is more convenient ..This looks like customers weren't involved in the development.
  • J
    John
    $RRD conversation
    Count me in as another that absolutely dislikes this new format.
  • R
    RS
    R.R. Donnelley & Sons Company
    pretty pathetic they screwed all of the shareholders pretty good had a little help from their buddy jim cramer look how many times in the last year he had the ceo on mad money toyting how great this was going to be. destroyed the value in the company and crushed the dividend
  • B
    Brian
    $RRD conversation
    Couple of items from RRD's 3rd quarter report (the final report for "old RRD").

    As of Oct 1, new RRD will hold about 20% of the stocks of both LKSD and DFIN. These stocks will be valued based on the market prices of the remaining stocks on the first day of trading. RRD must dispose of these shares within 12 months, either by sale or by trading them for debt. Assuming RRD sells the shares, there will be steady sell-side pressure on these two new companies. These market prices of these stocks have fallen significantly in the first month of trading. Depending how the Oct 1 balance sheet was constructed, RRD could take a non-operating loss on the disposition of these shares.

    RRD also disclosed that it will need to review its deferred taxes (about $211 million) to determine if adjustments will be required in light of the spin-offs of the two new companies. If the conclusion is adverse, which is suggested, RRD would take another non-operating write-off.

    Old RRD lost $85 million through debt exchanges (old RRD debt for new debt for LKSD and DFIN), and spent another $27 million to complete the spin. Not clear which of the three companies will actually take the hit on this as of Oct 1, but my bet is that LKSD and DFIN will have to absorb quite a bit of it.

    It will be hard to make sense out of new RRD financials until the company reports as a standalone entity after the end of Q4:16.
  • c
    cindy
    R.R. Donnelley & Sons Company
    so how will my rrd stock be handled when they split into 3 entities? will I get hosed or come out ahead. never seems to be a wash.
  • S
    Stanley
    $RRD conversation
    I think adjustments are still being made in the stock price of the two new companies. In essence, when the dust settles, the value of the three companies should be equal to the value of RRD prior to the changes. I noticed that the two new companies had big gains today. It's all very confusing and I hope we get some info from RRD soon.