DAG Media, Inc. (DAGM) - 500 Beiträge pro Seite

[panik]

Profile:DAG Media, Inc., through its subsidiary, DAG Interactive, Inc., provides solutions to the online yellow pages industry and to local search primarily in the state of New York. The company offers, nextyellow.com, an online solution, where local businesses contact consumers in response to online product and service requests instead of consumers making the calls. DAG Media was founded by Assaf Ran in 1989. The company is based in Kew Gardens, New York.

http://www.newyellow.com/



http://nextyellow.com/


http://www.shopila.com/

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http://www.forbes.com/technology/2006/04/28/yahoo-google-loc…

Think Local
Rachel Rosmarin, 05.01.06, 6:00 AM ET
Burlingame, Calif. - Listen up, little guys. Google and the rest of the search giants are giving you a shot at a potentially huge business--for now.

The market for local searches on the Internet--searches that include geographic information like a state, city or ZIP code--should be booming. Research shop the Kelsey Group estimates the sector generated $3.4 billion last year, but it could grow to $13 billion by 2010. Meanwhile, traditional local advertising--from newspapers, local commercials, yellow pages ads and the like--generates an estimated $100 billion per year.

But while Google (nasdaq: GOOG - news - people ) and Yahoo! (nasdaq: YHOO - news - people ) dominate nearly every other part of the Web, they have yet to fill up on local-search traffic. The top five local search sites are only reaching about 55% of the general Internet audience, according to ComScore: Local searchers are most frequently looking for hotels, the research company says, followed by queries for nearby Wal-Mart Stores (nyse: WAL - news - people ) and restaurants.

Google itself isn't even making the most of the local-search market share it has. About 25% of all Google searches are local, but only about 10% of Google's ad revenue--about $220 million in its last quarter--comes from ads generated through local searches, says Piper Jaffray analyst Safa Rashtchy.

What gives? "Everyone is tantalized by the sheer volume and wants to tap into these billions upon billions," says Greg Sterling, principal analyst at Sterling Market Intelligence, "but it's very difficult to capture those dollars--it's a complex, fragmented and inefficient market."

The biggest problem is getting small mom-and-pop business owners--some 23 million of them--to sign up and pay for online ads. The auctioned-off, pay-per-click pricing for ads at search engines like Google and Yahoo! are far too complicated for small retail and service businesses, says Assaf Ran, chief executive of DAG Media (nasdaq: DAGM - news - people ), a niche online directory company.

Even online directories like Verizon's (nyse: VZ - news - people ) SuperPages.com, which offers plenty of help in conducting an online campaign, is too much for most small shops, says Ran. He says his 17 years of experience selling ethnically targeted print directories has helped him figure out what small-business owners want: an extremely simple platform.

Ran's answer is NextYellow, a service launched this month that promises to connect local searchers with local merchants, even if they're not online. Ran's company will take Internet surfers' queries and pass them along to relevant businesses via phone. NextYellow's sales force is supposed to tantalize small businesses by passing on a single lead for free--say, telling a plumber in upstate New York that someone nearby is looking for help--then charging for more.

Ran says his service will be more effective than current online offerings, because it connects consumers directly with businesses, even if they don't know where to look. "The reason we haven't seen a significant increase in revenues in the online directory industry is because for users, the model is no better than using a phone book," he says.

But there is something to be said for the phone book model--after all, print directories are already used to going door to door to sell ads to tiny shopkeepers.

Verizon, which has plenty of experience selling traditional directories, is building on that traditional model while moving online. The company already has a 3,000-member sales staff to market ads for its SuperPages.com and traditional phone books. Now, it is moving into the reselling business by taking some of its online ad requests and handing them to Google and other search engines at a 30% markup.

Will Google shift gears and hire its own foot soldiers to preach the benefits of its AdWords service to local shops? It's possible, but not likely, says Eric Chandler, who oversees the Internet division of Verizon's Information Services unit. "If you look at what building a local sales force might do to their stock price and margins--financially, it just wouldn't make sense for them," he says. Google declined to comment on its online plans.

Some small online directories, such as Yelp.com, insist they don't view Google and the other major-leaguers as competition. "They don't have any content, and they don't have a community," says Russel Simmons, chief technology officer at Yelp.com, whose site organizes reviews of local products and services from opinionated city-dwelling consumers.

Yelp.com had a million visitors in March--more than upstart competitors InsiderPages and Judy's Book, says Simmons. The site makes money through sponsored pay-per-view listings, a few pay-per-call ads and by allowing brands to pay to host parties for the site's most active members.

"We think if we truly solve the idea of word-of-mouth local reviews, that there's more money to be made by matching a search up with one very relevant, specific result than by trying to recreate yellow pages listings," says Simmons.

[ustrading]

Naja, bis auf die 7Mio. Cash und Vermögenswerte habe ich nix interessantes an diesem Stock finden können. Das Business ist ja wohl ein Witz :O Mit der Beteiligung an der Shopila Corporation mit geschätzten 300-400T USD Umsatz für 2006 wird das Unternehmen auch nicht eine neue Wachstumsstory schreiben können. Die sind in den letzten Jahren nicht umsonst so abgestürtzt Aber wie gesagt, bei dem hohen Cash und der geringen MK (4,4Mio. USD) könnte auch hier mal was laufen.

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könnte auch langsam abgehen

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keiner dabei?

[ustrading]

bei was dabei sein Bei diesen Mini-Umsätzen (Tagesschnitt sind 14T Shares = 23T USD) bringst du mit einer 5000er Order alle in Panik

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keiner dabei???


OK

[ustrading]

da muss wohl einer mein letztes Posting gelesen haben und gleich mal in die Tat umgesetzt

[scopus]

Monday, November 27, 2006
A Tiny Gem - DAGM

Mentioned in the last post that I have 2 exciting stock ideas to do further research and share with you. One of them is DAGM - DAG Media. It is a micro-cap $5.7 million company, which is by far the smallest one I have ever interested in. (Interested to know if you ever bought something smaller than this, and share with us the experience)

It is in Yellow Page/Publish Directory business, specializing in Jewish community, and recently sold a few of their businesses and moved their focus to online. Revenue ranged from 4.5 to 6million, with about 0.5 million to 1 million operating loss in the last 2 years.

Very simple investment theory.

1. The company has $ 7million cash with no debt, yes 7 million cash! its other assets and liability are pretty much equal. In other words, if the company is liquidated today, its face value is 20% higher than the stock price!

2. Better yet, that evaluation hasn't included their new online product - http://www.newyellow.com. The website where buyers submit their interest online, and the website will provide registered sellers the information, and let sellers contact the buyers - the website makes profit from the referral. Hard to judge this new product - only a few months old. In my opinion, it is an so-so idea in a very tough business (think of competing with Google), and honestly not having a high chance to be successful, but, consider the stock price, it is almost a gift!

3. Last but not the least, I read their previous SEC filing, visited their website and checked their financials, and my gut feeling tells me I am dealing with an honest and hard-working group of people there. Look, when investing in a micro-cap company, people is the most important part that we need to rely on.

With over 10% price jump, and closed at $1.76 today, it is still a bargain. I recommend it with caution as micro-cap stocks are usually volatile. I bought a small hand today at $1.72.