• Arbitron’s Missed Earnings Expectations Providing Headwinds for Media Research Company

    By Boniface Murigu - August 5, 2013 | Tickers: ARB, SCOR, NLSN

    Arbitron (NYSE: ARB) is a Columbia-based media market research company whose stock-in-trade involves the compilation of radio, TV, cable and mobile ratings, which it does by using metrics such as the size and composition of audiences, and then sells this information to broadcasters and advertisers. Arbitron was incorporated in 1912 and employees 1,292 people.

    Arbitron’s stock has been bearish ever since the company’s less-than-ringing second-quarter results were more »

  • Big Value In Information Services

    By Reuben Brewer - June 18, 2013 | Tickers: DGI, IHS, NLSN

    IHS (NYSE: IHS) recently announced that it is buying privately held R.L. Polk for $1.4 billion. Polk's Carfax service is a mainstay in the auto industry and materially bolsters IHS' auto offerings. The price tag shows just how valuable information can be. Investors should also look at Nielsen Holdings (NYSE: NLSN) and DigitalGlobe (NYSE: DGI).

    Buying a Research Team

    The most expensive part of creating a research-based more »

  • 3 Picks of Generation Investment Management Which You Shouldn't Miss

    By Federico Zaldua - June 9, 2013 | Tickers: MJN, NLSN, SYY

    Generation Investment Management is a hedge fund started in 2004 by David Blood and Al Gore. The long-only equity fund is focused on investing only in socially and environmentally responsible companies that have good corporate governance. Besides, those companies need to operate in industries that are viable in the long run (clean energy, consumer goods, technology, and so on). I took a look at the fund's holdings at the more »

  • What Does the Business Unit Sale Mean for the Big Merger?

    By Mike Thiessen - May 15, 2013 | Tickers: ARB, NLSN, OCX

    Market-watchers have thus far reacted positively to the news that Canadian private equity company Onex Corporation (TSX: OCX) and media measurement giant Nielsen Holdings (NYSE: NLSN) had agreed to a $950 million deal that would see Onex purchase Nielsen's exposition-and-convention business. Inked in early May of 2013, the deal could have far-reaching implications for the two companies' shareholders as well as for Nielsen's pending merger with radio marketing more »

  • This Dutch Auction Is Creating An Opportunity For Investors

    By Mike Thiessen - April 18, 2013 | Tickers: FORR, IT, NLSN

    On April 1, 2013, well-known market research firm Forrester Research (NASDAQ: FORR) announced that it would commence a $130 million Dutch auction-style stock repurchase program. According to the release, the program will remain open for at least a month. Given the company's relatively low market capitalization of approximately $780 million, this move has the potential to provide Forrester shareholders with a significant money-making opportunity in the medium-term.

    Forrester Research more »

  • Dutch Auction Creating Opportunity For Investors

    By Mike Thiessen - April 16, 2013 | Tickers: FORR, IT, NLSN

    On April 1, 2013, well-known market research firm Forrester Research (NASDAQ: FORR) announced that it would commence a $130 million Dutch auction-style stock repurchase program. According to the release, the program will remain open for at least a month. Given the company's relatively low market capitalization of approximately $780 million, this move has the potential to provide Forrester shareholders with a medium-term time horizon significant money-making opportunity.

    Forrester Research more »

  • Baron Funds Finds Buys in Data

    By Reuben Brewer - April 12, 2013 | Tickers: FDS, IT, NLSN

    Baron Funds is a highly respected, niche mutual fund family. Its largely small-cap growth focus has led it to impressive long-term performance, overall. Recently the family highlighted data rich companies Gartner (NYSE: IT), Nielsen Holdings (NYSE: NLSN), and FactSet (NYSE: FDS) as long-term opportunities.

    The Baron family

    Ron Baron started the Baron Fund Family as a small-cap growth shop. One notable feature of the family is that it doesn't more »

  • Fox, Traditional Television and the Losing Battle

    By Nate Wooley - April 9, 2013 | Tickers: AMZN, IACI, NFLX, NLSN, NWSA

    Traditional television is circling the drain.

    That television – as represented by the long-dominant broadcast networks – is facing a crisis should be obvious. Last month Nielsen (NYSE: NLSN) introduced the 'Zero TV' household to its tracking systems. These are households which don't fit the traditional model of television watcher. Either they don't own a television at all or, like me, they have one, but only use it for Internet-connected more »

  • Will The Merger of Nielsen and Arbitron Go Through After This Delay?

    By Mike Thiessen - March 25, 2013 | Tickers: ARB, NLSN

    The recent announcement that Nielsen's (NYSE: NLSN) proposed merger with Arbitron (NYSE: ARB) is on hold has come as a surprise to investors who were confident that the deal would go through with minimal resistance. The holdup is due to a "second request for information" from the Federal Trade Commission.

    Although the FTC commonly makes such requests of companies that look to acquire additional corporate properties within industries that more »

  • 23% Stock Gain If the Deal Goes Through

    By Mike Thiessen - January 11, 2013 | Tickers: ARB, CCO, KKR, NLSN

    In mid-December of 2012, New York-based television ratings arbiter Nielsen Holdings (NYSE: NLSN) made a formal offer to purchase leading radio-marketing firm Arbitron (NYSE: ARB) in an all-cash deal valued at nearly $1.3 billion. If the deal is approved, the television company will extend cash payments of $48 per share to existing Arbitron shareholders. According to sources within the Nielsen organization, the merger will be funded entirely with cash more »

  • Twitter and Nielsen Partner on New Social TV Rating

    By Gianluigi Cuccureddu - December 28, 2012 | Tickers: CBS, NLSN | Editor's Choice

    Twitter and Nielsen (NYSE: NLSN) struck an agreement to create a "Nielsen Twitter TV Rating" that will measure the total audience for social TV activity on Twitter. This new rating includes both people who comment and people who are exposed to their comments.

    Networks and marketers have indeed been closely scrutinizing and encouraging social-media activity around TV shows. It has remained unclear how much benefit social chatter ultimately provides for more »

  • Will This Acquisition Live Up to Expectations?

    By Naomi Warmate-Igwe - December 24, 2012 | Tickers: ARB, NLSN

    Nielsen Holdings N.V. (NYSE: NLSN), a global information and measurement company, announced that it has signed an agreement that will see it acquiring Arbitron (NYSE: ARB), an international media and marketing research firm, for $1.26 billion. Nielsen is a leading company as far as marketing and consumer information, online intelligence, trade shows and media measurement is concerned. With its headquarters in New York and the Netherlands, the company more »

  • 2 Surprisingly Bearish Bets from This Multi-Billion Dollar Hedge Fund

    By Meena Krishnamsetty - November 28, 2012 | Tickers: DG, EBAY, NLSN, NWSA, VIAB

    Eton Park Capital recently filed its 3Q 13F with the SEC, which gives individual investors remarkable insight into the holdings of the New York-based hedge fund. Eric Mindich founded Eton in 2004 after fifteen years with Goldman Sachs. His focus is on long/short equity positions and merger arbitrage. In Eton’s recent 13F filing, the most notable items catching our eye were large sell-offs of News Corp and eBay more »

  • Bronson Point’s Top Stock Picks

    By Meena Krishnamsetty - November 13, 2012 | Tickers: ATI, C, NLSN, OXY, WMT

    Bronson Point Partners, a hedge fund founded in 2009 by Larry Foley and Paul Farrell (who had previously worked at SAC Capital Advisors and Pequot Capital, respectively), has filed its 13F for the third quarter of 2012. This document discloses many of a hedge fund's (or other major investor) long positions to the general public, and so serve as the most comprehensive information we can usually get about what more »

  • Large-Cap Stocks Insiders are Buying

    By Meena Krishnamsetty - March 2, 2012 | Tickers: AIG, ALV, CTRX, NLSN, RAH

    Insider purchases usually signal that the stock is undervalued. As a result, stock prices often increase after insiders disclose their transactions to the SEC. Academic studies have shown that insider purchases manage to beat the market over the next 12-month period. So if you couldn’t act immediately after a purchase is announced, it still isn’t too late to buy the stock. In this article, we are going to more »

  • Google Wants to Pay You to Browse the Web, With A Catch

    By Elizabeth Magill - February 10, 2012 | Tickers: AMZN, GOOG, MSFT, NLSN

    Google (NASDAQ: GOOG) is looking to improve its products and services in order to make for a better online experience for its users. Nothing new there, right? But this time, the Big G is willing to pay you for it.

    The new program is called Screenwise, which will consist of a user panel who will browse the web using the search engine giant's Chrome browser. Users will get $5 more »

  • Now Is the Time to Buy Fiserv

    By Christopher French - February 6, 2012 | Tickers: FIS, FISV, NLSN, TSS

    Fiserv (NASDAQ: FISV) provides a long list of technology solutions to clients in the financial sector, including transaction processing, electronic bill payment and presentment, business process outsourcing, document distribution services, and much more. Based on recent news surrounding Fiserv, I believe it is attempting to build itself out as a significant consulting and payment processing juggernaut. Let me explain.

    Acquisitions have been key to Fiserv's success so far more »