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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Lazarus who wrote (61130)	7/26/2018 2:51:16 PM
From: E_K_S	Respond to of 78752

Re: NLSN I calculate the GN fair value at $26.53/share. So stock about 14% undervalued and 4.4% div (just went xdiv last week). Nielsen -27% as revenues miss; Buy segment gets strategic look Attention in the "post-earnings tumble" category is on Facebook, but Nielsen (NYSE: NLSN) has also dropped a quarter of its value, down 27% to a record low after today's rough Q2 earnings miss. Revenues that grew just 0.6% missed even the low end of analyst estimates, and the company trimmed its full-year outlook. Net income tumbled 45% to $72M amid soft revenues, higher restructuring charges, retailer investments and other growth initiatives. EBITDA fell 8.1%, to $468M. The company opened an in-depth strategic review of its Buy segment. Mitch Barns is exiting as CEO, and Morgan Stanley's Toni Kaplan says "management changes were inevitable given the stock performance and recurring disappointments in quarterly results" (h/t Bloomberg). The firm is staying Overweight on Nielsen with a $38 price target (shares are currently at $21.70). Revenue by segment: Watch, $858M (up 4.5%); Buy, $789M (down 4.1%). Cash and equivalents came to $394M; gross debt is $8.66B. Cash flow from operations rose to $242M, and free cash flow dropped to $124M from a year-ago $162M -------------------------------------------------------------- Have low ball offer in at/below $22/share FWIW, I used 2018 EPS $2.50/share which is at the high end of analyst estimates. However if you take the $3.00/share 2019 estimate, the GN fair value s/d be $29.00/share. Good Investing EKS

To: Lazarus who wrote (61130)	8/13/2018 9:59:42 PM
From: E_K_S	Read Replies (2) \| Respond to of 78752

Nielsen Holdings Plc (NLSN)- got close to GN fair value today. Will hold for a few more days to see if we get to GN Fair value target at/near $26.00/share Elliott confirms active stake in Nielsen, sale push Elliott Associates confirms its 8.4% active stake in Nielsen Holdings (NYSE: NLSN). Elliott wants to engage in a dialogue with the board and/or management about strategic opportunities including a potential sale of assets or the business. Nielsen shares are up 15.9% premarket to $25.47 EKS

To: Lazarus who wrote (61130)	8/13/2018 10:32:32 PM
From: Lazarus	Respond to of 78752

I just had to check my account to see if I still had that stock. Unfortunately i sold it for a small loss. Kudos on the pick though.... that was a nice pop.

To: Lazarus who wrote (61130)	9/5/2018 3:52:02 PM
From: E_K_S	Respond to of 78752

Nielsen acquires SuperData Research for digital game data Nielsen (NYSE: NLSN) acquires gaming market research company SuperData Research for undisclosed terms. SuperData Research analyzes the spending of over 160M paying digital games. The tech will enhance Nielsen Games and Nielsen Esports. Nielsen shares are up 0.9% to $26.28. ------------------------------------- No longer hold the stock. Interesting purchase. EKS