Comments for NSR - Stockpickr! Your Source for Stock Ideas

Comments for NSR

Added By	Comments	Type	Date Added
sarah z	NeuStar Inc., a provider of essential clearinghouse services to the communications and Internet industry, said Tuesday its board authorized the repurchase of up to $250 million in Class A stock over two years. The company is targeting the purchase of up to $150 million by year-end. The company recently offered lower guidance and the stock was subsequently hit. Avondale Partners analyst John Bright said the sell-off gives investors an "opportunistic entry point," and noted the company's strong performance recently. "NeuStar continues to maintain a defensive profile, with little exposure to overall macro trends, and a strong balance sheet," Bright said in a client note. He kept his "Market Outperform" rating on the stock, but cut his price target to $29 from $36 due in part to the lowered outlook. The stock trades for 9x cash flow.	Love	February 27, 2008
barrons2	Buy - Price 71.15 on Jan. 15 by UBS Securities Millipore [develops] new therapeutic drugs, vaccines and detection tools based on...filtration, chromatography, cell-culture supplements, antibodies and cell lines. The Bioprocess division enable[s] commercial production of bioengineered and pharmaceutical substances...Following impressive 12% [organic] growth in first-half '07, Bioprocess slowed in 2H07 due to weakness in order patterns from several biotech customers...With a leading position in bioproduction, a more diversified portfolio, and (despite the lumps) good industry fundamentals, we continue to believe in MIL's long-term outlook...Our new 87 target [was 86] is about 19 times our new 2009 EPS estimate of $4.47. Market-cap: $3.9 billion.	Love	January 19, 2008
thomas renna	7/31/07 $29.75	Love	September 27, 2007
supratrade	BUY	Love	August 09, 2007
pmiehl	Top pick of a top performing fund	Love	May 19, 2007
adasilva	Sits at the nexxus of the cell phone busines by providing SMS short codes, enabling number portability and providing backroom interoperability and manged telcomm services. Also administers .Biz domain	Love	March 07, 2007
Light Reading	You can’t complete a telephone call in the U.S. without using NeuStar,” says NeuStar's Jeff Ganek. Damn good point, Jeff. NeuStar has popped up on our lists before – including being a finalist for the 2005 Leading Light for Best Investment Potential. And it hasn’t quite live up to expectations. Maybe it’s just, like, taking a while. What was originally attractive about NeuStar hasn’t changed – it’s got monopoly-ish position in a massive, growing industry: the software for controlling how telecom number databases interconnect with one another. NeuStar is under new pressure from competitors such as VeriSign Inc. (Nasdaq: VRSN - message board) and Telcordia. Investors recent got spooked with NeuStar renegotiated some of the pricing terms with the North American Portability Management LLC (NAPM), a carrier consortium with which it does most of its business. It’s true. The margins in this business are not likely to get fatter. But the volume is there. And NeuStar still holds the family jewels of number portability – seven exclusive contracts with NAPM. With Return on Equity of 30 percent, quarterly year-over-year revenue growth of 40 percent, and operating margins near 40 percent, the fact is that NeuStar still isn't sexy. But it is an attractive business.	Love	January 26, 2007