(AHC) A.H. BELO CORPORATIO Reviews

Been watching AHC for awhile... n/a

I've been observing oil supplies for rather a while now,And a twosome things have hit my brain and made me purchase a large place in AHC.1) Oil charges have stabalized beside $60 for a maintained time span - this isThe new grade that utilised to $24 perBarrel. 2) Oscillations from $50 to$70 will extend to propel instability in oil supply charges.3) Oil businesses are seated on many of excesss money, and it makesSense for themTo reposition themselves in periods of book schemes for this new cost grade. In my brain this means someBuyouts of lesser oil businesses with good book places. 4) Even with theOil supplies up usually 50% over lastYear, a supply buyout doesn't cost themAnymore, but would spectacularly advance their ahead PE places if they supplemented AHC, since AHCIs the smallest of all theOil businesses ahead PE. Chevron would furthermore gain a pleasant ahead book founded on the new findAt Green Canyon.5) Investors still don't realise the ahead PE of AHC andHow it interacts to the former year $33 perBar hedge-price founded earnings. The ahead PE is genuine and with very reduced risk as longAs oil resides about $51 per bar,But investors gaze at this yearPE and believe "Where is allThis development approaching from..." without understanding the former hedge place which has since expired.All these possibilities makeMe believe that a $165AHC supply cost in the next couple of months is genuine, either through investors leaping up to putThe AHC ahead PE in line withOther oil businesses, or a buyoutOffer fromOne of the numerous oil businesses with surplus money that likes to exploit the now perfect AHC researve place. Let me understand if you believe these are impractical place statements.

stolen laptops n/a

Just a noteFrom way back.I was suspect of robbing a laptop while atYour company. I not ever did. I may haveBeen a agony with a large-scale mouth, but IWas not ever a thief. Hopefully, the persons engaged in the witch search have since figured thatOut. Just because somebody who was undergoing critical individual tension vocalized a bit ofDiscontentment, does not signify that they are theSort of individual who would rob or do any thing additional hurtful to others. No hard feelings. StuffHappens. WeAll move on from obnoxious knowledge and confidently discover certain thing from them.

This will be buy rumor SELL news n/a

stock has runUp tooMuch in past twosome of weeks...with profits out of the wayAnd oil charges trending down...look for trading and earnings taking to strike the supply in approaching days and weeks...

Time to Dump n/a

great analysis. you've supplied numerous details to support your recommendation.But... i believe i'll contain a little longer.Reg unleadedAll along the Long IslandExpressway heading into New YorkCity has a cost of about $2.90/Gallon. I believe i'll contain through profits to glimpse where all that cash is going.

earnings date n/a

I'm not certain what holds AHC down. AnyOne understand the designated day when profits will be released? MaybeIt will awaken folks up. WithThe hedges altered, $60+ oil means about$23-25 share in profits. With the 1st quarterIn the publications, I gaze for about $6/share founded on consistently highOil. SayWe are on stride for $25 for theYear...a P/E of 7 would outcome in a share cost of $175 (ie. evenIf oil charges move down, I outlook the supply as undervalued...looks likeThe choices are wagering that as well.

Dividend announcement??? n/a

Anybody have a sign when the bonus will be announced?Will they broadcast it as partOf the profits call on the 28thOr do you believe it will be sooner.My gut notifies me that the bonus will be slash in half. Anybody additional have an opinion? IfThey were to arrive out and payAnother quarterlyOf $0.25 and state that they anticipate that to beThe frequently quarterly bonus then I would anticipate to glimpse the supply up $2 or $3...I don't believe this is expected, but it wouldBe nice.

state of AHC n/a

Don't put your whole nest egg inThis supply. AHC administration is wavering for the fences.IMO, 3Years from now the business will EITHER beIn grave problem OR have a supply cost that makes $150 gaze cheap.Focus is GoM, so let'sTake a gaze. Production from BaldpateAnd affiliated Garden Banks areas waning but still rather profitable. The difficulty is the GoM output slated to arrive on line in2007-2009. We're conversing Shenzi, Tubular Bells,And confidently Pony, perhaps Ouachita. Not precisely a fortuitous timeTo be assembling multi-billion $ stages and infrastructure.Now let's gaze at GoM exploration. AsI said, wavering for the fences.Pony andOuachita are high influence wells; Pony examines like an (almost) assured foremost discovery. Ouachita has world-classPotential. (FYI, don't contain your wind on outcomes this Q fromEither well--anyScouting report will notify you of rig hold ups on both) E&P allowance for FY 2006Is $4B--pretty astonishing for a business with a market hat ~ $15B. LookAt latest Central GoM lease sale--AHCPaid record cost for lease impede in Green Canyon.Drillship dayratesSpiraling out of command ($500K versus $200K2 years ago).Summary: charges are out of command and AHC isVulnerable. At $60Oil, who cares? But at$35, I'm not soSure. TheOil futures market appears to contradict, but I'd state US recession isWay more expected in the thanOil cosAre thinking. What occurs to oil whenWorld demand lets slip by 5M bbl/day?I'd estimate it proceeds south of $40. IfI'm AHC administration, I have toBe attractive paranoid about $40Oil withThe prospects of expending $10B+ on E&P overThe next couple of years with interestRates rising.I wouldn't deplore if AHC hedgedAt $55+ forThe next 5 years.But administration is agressive (reckless?)And the StreetEggs them on. AHCHas habitually been this way,And it appears to start at theVery top...

hedges n/a

wonder how output close in will sway earnings. i askbecauseThey traded yield at $30 and mayHave lost a chunkOf it thanks toThe storms.

WHO IS SELLING AHC? n/a

I have chattedWith a couple of of you onThe boardAnd we all acquiesce that even ifThe bonus is slash because of money flow claims pertaining to the restructuring thereWill still be marvellous worth in this supply. So who is trading at this point? I ran someHoldings figures this forenoon founded on Bloomberg's 6/30/2008Filings. The peak 19 institutional holdersEach contain over 1% and collectivelyOwn 61.83% ofThe company. For theQuarter finish 6/30/08 they acquired over 2,200,000 portions. Number one onThe register is JP Morgan ChaseAt 6.68% ofThe outstanding. This isA affirmative as it could leadTo an improvement of the supply at some issue one time they are finished building up - they acquired 561,831 portions in the last quarter. On the flip edge, I looked to glimpse who was trading. Fidelity traded 250,000 portions but they are outNow. Gamco traded 311,000 but theyOnly have67,500 left. Principal traded 146,000 and only has55,000 left. DB traded 117,000 and retains only 33,000. WellsCapital traded 380,000 and isDown to12,000. Bryn Mawr Capital traded its 93,000, OptimumInvestments 138,000, LoebArbitrage 287,000, ABN 85,000,Lee Munder225,000, Lagrange 204,000, AstonAsset Mgmt 120,000And they are all out. So the supply is being built up into powerful hands and the feeble hands are runningOut of supply to sell. SoWhy are weStill going down? I understand we need an happening as a catalyst toGet the supply up large-scale, but I wouldLike to glimpse it halt going down here. Are briefs getting to the stock?I did glimpse that short interestIs close to 10%. Personally IWould despise to be shortA supply giving $1.00 a yearIn dividends,But if you accept as true that the supply will drop and the bonus might proceed away it's notA awful play. I extend to add toMy place, and I am assured that this isA $7 supply in a awful scenario where income extends to plunge andA $15-$20 supply if income stabilizes (even down20% orSo from here), charges are slash and we start booting out $25-50 million+In EBITDA. In the end,I believe the supply groups up well for anExplostive rally and thatI am being blessedBy the opening to add portions hard-hitting at this level. YouGet a decent income number, some solidCost chopping, an uptick inThe lodgings market, a decreased but sustainable andStill high bonus of 12.5 centsA quarter, someShort covering, an analyst improvement from JPM, andThe supply can be backTo $9.50In no time. I estimate I desire to understand what I'm missing... Anybody have anyThoughts?

$60 Oil = AHC @ $??? $48 Oil =AHC @$??? n/a

8/9/05 An OilPrice Drop?WS Dreams On – Barron’sWeekday Trader - ByD. DEFOTISCOMMODITIES TRADERS AND power analysts have been blending like oil and waterLately. Futures marketsAre anticipating $60-per-bl crudeNext year, whileWS analysts ARE CONSERVATIVELYESTIMATING SOMETHING CLOSERTO $48. Maybe that'sWhy profits approximates for some power businesses gaze so lackluster for 2006.BUTBUSINESSES FROM AIRLINESTO CHEMICAL PRODUCERS ARELOCKING IN $60OIL CONTRACTS ON THE NYMEXWELL INTO THEFUTURE. If they're right,Some power businesses should make wholesome profits shocks in the approaching year, and their supplies, currently beside all-time highs, couldMove higherStill. Among them are investigation and perfecting business Amerada Hess andDrilling services business Noble. Each couldStill be sensibly cost if WS's profits approximates are too pessimistic….. So,If oil futuresTraders are reading theMarkets rightly, power supplies are undervalued, states Timothy Flannery, supervisor of the FrontPoint Utility& Energy Fund.He likes AHC becauseIt is bargain and its poor hedgesOn oil futures mostly expire this year,Giving it moreUpside than other oil businesses. WS anticipates AHC to profit from $13.90 a shareIn 2006. THAT,HOWEVER, REFLECTS $48-PER-BARREL CRUDE,Flannery states, and presents the supply, just 3% fromIts all-time high,A multiple of 8.8x approximated 2006 profits. BUT IF OIL STAYSNEAR $60 PER BARREL,FLANNERY THINKS AHC IS MORELIKELY TO EARN$24 A SHARE IN 2006,YIELDING A MULTIPLE CLOSERTO 5 TIMES EARNINGS.That's well underneath its 10.2x ahead profits over the past5 years, as stated by Thomson Financial/Baseline. "FOREVERY DOLLAROIL INCREASES, AHC WILLREALIZE ALMOST A DOLLAR OFEARNINGS," Flannery states. .. Of course,AHC portions have rushed 62%, while Noble'sHave virtually increase two-fold in the past year.But that large-scale move came inThe faceOf WS 's approximates for $48 oil.If crude charges are even a couple of dollars overhead that, amazingly good profits could propel share charges higher. And that's whyInvestors who are assured sufficient to purchase some power supplies now could gaze attractive slick in aYear orSo. http://online.barrons.com/article/SB1123... Also glimpse http://finance.lycos.com/qc/research/ana... for analysts’ rankings, approximated EPS, etc, and http://thomson.finance.lycos.com/lycos/i...Thomson I-Watch boasts investors a outlook of the before shut world of institutional trading.FWIW its journals demonstrated allotments of AHC Institutional trading on 8-11-05 The following excerpt from SmithBarney's 7/27/05 report shows that 05 and 06Could be 2 "super"Years for AHC investors. -While the exclusion of hedging from'06 is affirmative for the share pxOutlook, we focus that the proceeded solid functioning presentation strengthens our outlook that powerful profits outlook is underpinned byThe operational recoveryU/way and WE CONTINUETO SEEAHC AMONG THE MOSTATTRACTIVE OF THEU.S. MAJORS. . WhileWe foresee a powerful quarter for AHC in2Q 05, we extend to accept as true that the MAINCATALYSTS FOR SHAREPERFORMANCE LIE AHEAD. The exclusion of hedging fromJan 2006,Re-entry to Libya, and advanced task visibility all should bodeWell for a proceeded re-rating of the portions. NEAR TERM, WECONTINUE TOBELIEVE THAT THE POTENTIAL IMPACTOF THE SHIFT INMANAGEMENT’S EXPLORATIONSTRATEGY TOWARDS HIGHER RISK,DEEPWATER PROSPECTS IS UNDERESTIMATEDBY THEEQUITY MARKET AND HOLDS THENEXT STAGE OF THE SHARES’RECOVERY. With a goal cost of $133 perShare, we sustain our Buy/High Risk(1H) ranking on the portions. Good Luck and GoodInvesting. HLW3333 8/12/05