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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

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GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

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» VCI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2013

VCI Guru Trades in Q2 2013

Paul Tudor Jones 13,700 sh (New)
Joel Greenblatt 296,521 sh (+35.07%)
HOTCHKIS & WILEY 7,348,030 sh (+4.29%)
Manning & Napier Advisors, Inc 459,400 sh (+3.47%)
Jeremy Grantham 16,203 sh (+0.62%)
Michael Price 50,000 sh (unchged)
Richard Pzena 1,671,086 sh (-0.86%)
John Hussman 315,000 sh (-3.08%)
David Dreman 107,835 sh (-4.03%)
» More
Q3 2013

VCI Guru Trades in Q3 2013

Michael Price Sold Out
David Dreman Sold Out
Paul Tudor Jones Sold Out
Joel Greenblatt 290,841 sh (-1.92%)
HOTCHKIS & WILEY 7,091,787 sh (-3.49%)
Manning & Napier Advisors, Inc 428,140 sh (-6.8%)
Richard Pzena 1,480,861 sh (-11.38%)
Jeremy Grantham 13,531 sh (-16.49%)
John Hussman 115,000 sh (-63.49%)
» More
Q4 2013

VCI Guru Trades in Q4 2013

David Dreman 223,675 sh (New)
Bernard Horn 99,500 sh (New)
Paul Tudor Jones 7,224 sh (New)
Mario Gabelli 68,000 sh (New)
Louis Moore Bacon 100,000 sh (unchged)
Manning & Napier Advisors, Inc Sold Out
Richard Pzena Sold Out
Jeremy Grantham 11,169 sh (-17.46%)
Joel Greenblatt 228,911 sh (-21.29%)
HOTCHKIS & WILEY 5,142,611 sh (-27.48%)
John Hussman 14,000 sh (-87.83%)
» More
Q1 2014

VCI Guru Trades in Q1 2014

Mario Gabelli Sold Out
David Dreman Sold Out
Paul Tudor Jones Sold Out
Bernard Horn Sold Out
John Hussman Sold Out
Jeremy Grantham Sold Out
HOTCHKIS & WILEY Sold Out
Joel Greenblatt Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with VCI

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
David Dreman 2014-03-31 Sold Out 0.58%$34 - $34.31 $ 34.020%0
Joel Greenblatt 2014-03-31 Sold Out 0.19%$34 - $34.31 $ 34.020%0
John Hussman 2014-03-31 Sold Out 0.03%$34 - $34.31 $ 34.020%0
Mario Gabelli 2014-03-31 Sold Out 0.01%$34 - $34.31 $ 34.020%0
David Dreman 2013-12-31 New Buy0.58%$26.66 - $34.74 $ 34.0215%223675
John Hussman 2013-12-31 Reduce -87.83%0.16%$26.66 - $34.74 $ 34.0215%14000
Joel Greenblatt 2013-12-31 Reduce -21.29%0.06%$26.66 - $34.74 $ 34.0215%228911
Mario Gabelli 2013-12-31 New Buy0.01%$26.66 - $34.74 $ 34.0215%68000
John Hussman 2013-09-30 Reduce -63.49%0.22%$25.62 - $29.48 $ 34.0221%115000
Michael Price 2013-09-30 Sold Out 0.16%$25.62 - $29.48 $ 34.0221%0
David Dreman 2013-09-30 Sold Out 0.09%$25.62 - $29.48 $ 34.0221%0
Premium More recent guru trades are included for Premium Members only!!
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Guru Investment Theses on Valassis Communications Inc

Bernard Horn Comments on Valassis Communications - Aug 26, 2014

Only one consumer discretionary stock was sold during the six-month period. Valassis Communications (VCI), a U.S. direct mail/geography targeted advertising company, was originally added to the Fund in October 2013. By mid-February 2014, the company was acquired by Harland Clarke Holdings Corp. at a 20% premium over Valassis’ closing price as of December 17, 2013.

From Bernard Horn (Trades, Portfolio)’s Polaris Global Value Fund 2Q 2014 Message to Our Shareholders.

Check out Bernard Horn latest stock trades

Top Ranked Articles about Valassis Communications Inc

Bernard Horn Comments on Valassis Communications
Only one consumer discretionary stock was sold during the six-month period. Valassis Communications (VCI), a U.S. direct mail/geography targeted advertising company, was originally added to the Fund in October 2013. By mid-February 2014, the company was acquired by Harland Clarke Holdings Corp. at a 20% premium over Valassis’ closing price as of December 17, 2013. Read more...

Ratios

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Dividend & Buy Back

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Dividend Yield 3.64
VCI's Dividend Yield is ranked higher than
80% of the 152 Companies
in the Global Marketing Services industry.

( Industry Median: 2.00 vs. VCI: 3.64 )
VCI' s 10-Year Dividend Yield Range
Min: 0   Max: 0
Current: 3.64

Dividend Payout 0.52
VCI's Dividend Payout is ranked higher than
78% of the 238 Companies
in the Global Marketing Services industry.

( Industry Median: 3.43 vs. VCI: 0.52 )
VCI' s 10-Year Dividend Payout Range
Min: 0   Max: 0
Current: 0.52

Yield on cost (5-Year) 3.64
VCI's Yield on cost (5-Year) is ranked higher than
65% of the 153 Companies
in the Global Marketing Services industry.

( Industry Median: 2.59 vs. VCI: 3.64 )
VCI' s 10-Year Yield on cost (5-Year) Range
Min: 0   Max: 0
Current: 3.64

Valuation & Return

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Business Description

Industry: Advertising & Marketing Services » Marketing Services
Compare:VPRT, MM, ARB, NCMI, INWK » details
Traded in other countries:VAA.Germany
Valassis Communications Inc is a Delaware Corporation. The Company is an intelligent media delivery, providing over 15,000 advertisers proven and innovative media solutions to influence consumers wherever they plan, shop, buy and share. By integrating online and offline data combined with powerful insights, Valassis precisely targets its clients' valuable shoppers, offering unparalleled reach and scale. It operates its business in three reportable segments: Shared Mail - offer the only national shared mail distribution network in the industry with products that have the ability to reach 9 out of 10 U.S. households through shared mail distribution. Neighborhood Targeted - Products that are targeted to specific newspaper zones or neighborhoods based on geographic and demographic characteristics. The Company specializes in producing full-service promotions for clients allowing orders to be placed on a national, regional or local basis. Free-standing Inserts - Four-color booklets that contain promotions, mainly coupons, from multiple advertisers (cooperative), which it publish and distribute to approximately 60 million households through newspapers and shared mail. Cooperative Free-standing Inserts ('FSI') are four-color booklets containing promotions, primarily coupons, from multiple clients, printed by the Company at its own facilities and distributed through newspapers and shared mail. Paper is the main raw material essential to its business. The extent and nature of the competition are, in large part, determined by location and demographics of the markets targeted by a particular advertiser and the number of media alternatives in those markets.
» More Articles for VCI

Headlines

Articles On GuruFocus.com
Bernard Horn Comments on Valassis Communications Aug 26 2014 
Mario Gabelli's ABC Fund First Quarter 2014 Letter Apr 30 2014 
My 4 High Dividend-Paying Favorites from the Share Buyback Achievers Index May 13 2013 
ebitda/cashflow very Apr 16 2013 
Weekly CFO Sells Highlight: MDCO, SIG, VCI, PHMD, SNPS Jan 21 2013 
Weekly CFO Sells Highlight: FII, SLXP, CCK, VCI, WDC, STMP Dec 31 2012 
Value Idea Contest - Insignia Systems Inc. May 04 2012 
A Great Company at a Wonderful Price in a Terrible Industry - QUAD Apr 16 2012 
Ted Weschler Would Recommend These Stocks Feb 17 2012 
Hotchkis & Wiley Mid-Cap Value Q3 Commentary Nov 04 2011 

More From Other Websites
Valassis Annual Financial Information Mar 14 2014
Valassis Shopper Marketing Report Tracks Insights on Consumer Behavior to Drive Engagement and ROI Mar 05 2014
VALASSIS COMMUNICATIONS INC Files SEC form 8-K, Completion of Acquisition or Disposition of Assets,... Feb 04 2014
Harland Clarke Holdings Corp. Completes Acquisition of Valassis Communications, Inc. Feb 04 2014
Harland Clarke completes tender offer for Valassis Feb 04 2014
Harland Clarke Holdings Corp. Successfully Completes Tender Offer for Valassis Communications, Inc. Feb 04 2014
ONE Gas Set to Join the S&P MidCap 400 Jan 27 2014
ONE Gas to replace Valassis in S&P 400 as of 1/31 close Jan 27 2014
VALASSIS COMMUNICATIONS INC Files SEC form 8-K, Entry into a Material Definitive Agreement,... Jan 21 2014
Valassis Communications Inc. Stockholders Encouraged to Contact Securities Law Firm about Takeover Jan 17 2014
Harland Clarke Holdings Corp. -- Moody's assigns B1 rating to Harland's new senior secured notes and... Jan 13 2014
Harland Clarke Holdings Corp. Commences Tender Offer for All Outstanding Shares of Valassis Jan 06 2014
Harland Clarke commences $34.04 tender offer for outstanding Valassis shares Jan 06 2014
Harland Clarke Holdings Corp. Commences Tender Offer for All Outstanding Shares of Valassis Jan 06 2014
INVESTOR ALERT – VALASSIS COMMUNICATIONS INC.: The Law Offices of Vincent Wong Investigates the... Dec 31 2013
Lifshitz Law Firm Announces Investigation of Arden Group, Inc., Given Imaging Ltd., Food Technology... Dec 30 2013
Valassis Communications, Inc. (VCI) is Overbought, What's Next? Dec 27 2013
Dividend Watch: 5 Stocks Going Ex-Dividend Tomorrow: HYB, FSD, FPF, VCI, EIX Dec 26 2013
VALASSIS COMMUNICATIONS, INC. SHAREHOLDER ALERT: Rigrodsky & Long, P.A. Announces Investigation Of... Dec 24 2013
2 Marketing Stocks Are Advertising Value As Digital Ads Grow Into Next Year Dec 22 2013

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