Andrea Horan
Andrea Horan
across capital excess message pleased returning seen theme
We're pleased with their message of returning excess capital to shareholders. It's a theme we've seen across the sector.
bad low market news trading
(The stock) is trading at very low multiples. It suggests that the market was anticipating that not all the bad news was out.
advertising expected growth lower overall quarter revenue specialty subscriber
Growth in specialty advertising was a little lower than expected but subscriber revenue growth outperformed expectations and overall specialty revenue growth for the first quarter was in line.
combined core current dollar exposure outlook results somewhat
Uninspiring results in the core operations, combined with unfavorable exposure to the U.S. dollar make the current fundamental outlook somewhat bleak.