Since the beginning of the year I've slowly assembled a group of companies that I bet are going to do be very well going forward. You can check the list in the sidebar. In the aggregate they've gone up about 37% since February.
If you look a little more closely, you'll see a couple of really big winners. McClatchey and Gannett.
MNI was .53 as late as May. At yesterday's close it was 2.08. GCI was 4.20 in May. It closed at 8.16. My bet was that the End of Newspapers was blabla. So far, so good.
My theory is that a printernet is starting to form. I keep looking for the backbone companies and the globals that supply them. Given the silliness of the end of print meme, there are some nice opportunities.
I have to believe that Vertis Communications, with Quincey Allen and most recently Michael Kurchasky, are just the right dna to get them into the game big time going forward. But, I searched Schwab for the symbol. Nada. Then I searched Seeking Alpha. Nada. So then I read about the 2008 bankruptcy. But still no ticker symbol.
I can call my broker on Monday, but he's always so busy. Perhaps a visitor could explain what I'm missing.