WINDSTREAM CORP WIN

November 28, 2012 - 4:52pm EST by

member

						2012	2013
Price:		8.45		EPS		$0.55	$0.63
Shares Out. (in M):		589		P/E		15.2x	13.3x
Market Cap (in $M):		4,975		P/FCF		8.3x	6.3x
Net Debt (in $M):		9,261		EBIT		1,111	1,223
TEV (in $M):		14,255		TEV/EBIT		12.8x	11.9x

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#	AUTHOR DATE SUBJECT
11	member 5/30/18 8:05AM Re: Author Exit Recommendation 10
Closing this one out. Return to-date has been OK, but I'm cautious on the future. TPZ recently announced a comprehensive long-term strategic agreement with Pizza Hut, whereby it becomes the master franchisee for Pizza Hut in Iberia,... login to read the rest 2 view available tags
8	member 5/08/17 10:00AM Re: Re: Increasing Competition in Core Market 6
Thanks for the candid reply. My concern is that competition is a serious threat to investors in the case of TPZ: while the pizza category has always been in one form or the other of discounting,... login to read the rest 1 view available tags
7	member 5/07/17 10:31AM Re: Questions about the pizza business 5
moneyball, IMO, 12 questions is way beyond the bounds of reasonable etiquette for an anonymous chat board. So, I'll answer a few off the top of my head and then I'm going to get back to... login to read the rest 7 view available tags
6	member 5/07/17 10:07AM Re: Increasing Competition in Core Market 4
mko, You're right, I could have been more explicit about Spanish market competition. However, I did mention that the business is price sensitive, that operators are price takers, and that operating leverage has been below expectations.... login to read the rest view available tags
4	member 5/06/17 11:56AM Increasing Competition in Core Market
to describe the tpz case without mentioning a word about the increasing pressure in Spain from large competitors, including DPZ and Pizza Hut who are lowering prices to grab market share is at best very... login to read the rest 4 view available tags
3	member 5/05/17 3:44PM Re: Re: D&A/Capex 2
Oh, by the way, the company website has a little toggle switch on it somewhere to go back and forth between English and Spanish versions. Here is the link to the English language IR site: http://www.telepizza.com/en/investors/telepizza-investor-relations/ Management speaks... login to read the rest view available tags
2	member 5/05/17 3:43PM Re: D&A/Capex 1
ruby, Capex (vs. DDA) has been elevated in 2015 and 2016, and will be elevated in 2017 as well. There has been substantial spend the last few years on store openings, reimaging of existing stores, and... login to read the rest 1 view available tags
1	member 5/05/17 2:01PM D&A/Capex
Hi zzz007, Thank you for the interesting idea. TPZ has run capex meaningfully above depreciation for the past few years. Do you have a capex outlook for 2017? Has the company talked about a maintenance capex 1 view available tags

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