Search Results for "valuation"

US Past Covid Hospital Use Peak

Some encouraging news on Covid-19.  According to the health models of the Institute for Healthcare Metrics the US is now 1 day past peak hospital use related to the Covid-19 and 2 days past peak daily Covid 19 deaths.  Looks to Insider like it will take another month for the […]

The Data You Should Look at on Coronavirus

To keep focused, Insider thinks you should spend 15-20 minutes each morning looking at covid-19 data and then tune out the talking heads and do your work.  Here’s where to find the best data. Healthdata.org. The Institute for Health Metrics and Evaluation at the University of Washington runs a projection […]

Clear Channel Confirms Sale of Shares in Clear Media

Here are press release excerpts from Clear Channel Outdoor confirming the sale of their share in Clear Media. Clear Channel Outdoor Holdings, Inc. (CCO) (the “Company”), one of the world’s largest outdoor advertising companies, today announced that it has entered into an agreement to irrevocably tender to sell its 50.91% […]

The Case for Out of Home Stocks

“Be fearful when others are greedy and greedy when others are fearful.” –  Warren Buffett Public out of home stocks have rallied this week but are down dramatically year-to-date.  Here’s the data. Looks to Insider like the market has priced a 20% revenue decline and a 30-40% cashflow decline into […]

Max Drachman: “Out of home remains in excellent shape long term.”

Yesterday Insider talked with Max Drachman of Kalil and Co about coronavirus and the out of home market. The last few days have been tough in the stock market and for the public out of home companies.  What’s your take on the coronavirus impact on out of home? I certainly […]

Formetco Safety Training in February

Safety training is critical to keep your workforce safe and save money.  Formetco is offering a safety training class in February.   Insider talked with Formetco’s Safety trainer Jim Poage. Jim, you’ve got a safety training event in February. It’s an OSHA 10 hour class that is Outdoor specific.  This class […]

Steve Haggard – The Billboard Banker

  Today’s podcast guest is Steve Haggard, President and CEO of Metro Phoenix Bank.  He talks about making loans of $1-10 million to out of home advertising companies. Talk about Metro Phoenix Bank We are active with outdoor advertising media lending.  We have actually been involved with that asset class […]

Paul Wright and Carson Frost on Out of Home Values and Who’s Buying What

  Today’s podcast guests – Paul Wright and Carson Frost –  talk about out of home values, who’s buying what, how to conduct a smooth sale and trends to look for during 2020. Paul is the founder of SignValue.com and the Co-author of Billboard Appraisal: The Valuation of Off Premise […]

Billboard Insider’s Out of Home Stories to Watch in 2020

Here are five out of home stories Billboard Insider thinks you should follow in 2020. Privacy The California Consumer Privacy Act goes into effect January 1, 2020.  The act requires companies to get consent from California consumers when they track or sell information on them.  A couple dozen more states […]

Billboard REIT Derby: Lamar Vs. Outfront

Insider’s Take:  Insider believes that there is always something to learn when those outside our industry evaluate the industry.  Thanks to Arturo Neto, who wrote this article and The Belgian Dentist who produced this article for Seeking Alpha.  We have focused on their comparison of Lamar and Outfront, the industries […]