1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
Holly LaFon
Holly LaFon
Articles (8984)  | Author's Website |

John Rogers Comments on Nielsen Holdings

Guru stock highlight

January 18, 2018 | About:

Nielsen Holdings, plc (NYSE:NLSN) also underperformed during the quarter, declining -11.35% after announcing a negative guidance revision for the legacy Developed Buy business. Unsurprisingly, Nielsen cited continued challenges in the U.S. consumer goods environment. In the meantime, we view the core Watch business as solid, expect the new subscription analytics platform to eventually stabilize the Buy business in developed markets and find growth in emerging economies to be promising. At today’s valuation, the Watch business appears underappreciated and a turnaround in the Buy business is likely a free call option. At 14.1x cash EPS and a 35% discount to our estimate of private market value, the stock is trading at historical lows on both an EBITDA and free cash flow basis. We think the margin of safety1 at these levels is more than sufficient and are adding to our position on weakness.

From John Rogers (Trades, Portfolio)' Ariel Funds 2017 shareholder letter.

About the author:

Holly LaFon
I'm a financial journalist with a master of science in journalism from Medill at Northwestern University.

Visit Holly LaFon's Website

Rating: 0.0/5 (0 votes)


Please leave your comment:

Performances of the stocks mentioned by Holly LaFon

User Generated Screeners

slbrail87Unicorn Hunter v2
jrpasinskiLong Put Option Screen
cauleyMidMarket US
Doney1000ebit/ev momentum
dickslee23Piotroski ?
sonderekOctober 15th 2018
Doney1000Combined Value Prescreen new
Doney1000Combined Value Prescreen
Gone Treyding LLCBen Graham Net-Net
eric.lubbersROC DEBT
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat