NeuStar, Inc. (NYSE:NSR)

CAPS Rating: 5 out of 5

The Company provides the communications industry with essential clearinghouse services.

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Member Avatar RugbyViking13 (88.94) Submitted: 9/28/2014 12:06:15 AM : Outperform Start Price: $24.46 NSR Score: +3.03

Seem ready for a bounce back

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Member Avatar toshimelonhead (35.79) Submitted: 8/11/2014 3:19:55 PM : Outperform Start Price: $48.66 NSR Score: -71.72

I have been following Neustar for a very long time and believe the current decline year-to-date is unwarranted. Neustar has been involved with a messy process with the FCC to hold on to a series of government contracts to maintain a telephone numbering database in the United States. This database allows customers to keep their own phone numbers when switching carriers. The current contracts account for almost half of Neustar's revenue in 2013, and now the FCC wants to give it to Ericsson at a substantial discount. The problem, however, is that Ericsson is not eligible to obtain this contract even if they offer a much cheaper bid. Since Ericsson manufactures equipment for telecom companies, Ericsson faces the possibility of favoring its customers when it comes to switching carriers. To illustrate this point, if AT&T, for instance, makes a sweetheart deal with Ericsson to prevent AT&T customers from switching carriers when getting a new phone, that is a competitive advantage for AT&T. Neustar does not have this same issue because it does not provide anything other than the management of the database. Regardless of this illegality, the FCC and the NPAC look to give Ericsson the contract. Given Neustar's flawless performance in handling the database, this came as a shock to investors, and the stock is now very heavily shorted as a result. I think the short trade is way too crowded (Yahoo Finance has the percentage of shares sold short as high as 30%) since Neustar still offers a solid value proposition for the NPAC and its other businesses are growing much faster than the NPAC contracts were, particularly its marketing analytics segment. Morgan Stanley also mentioned it as a possible takeover candidate a few months ago.

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Member Avatar maxxx2004 (68.35) Submitted: 8/9/2014 3:27:45 PM : Outperform Start Price: $27.73 NSR Score: -10.97

Strong fundamentals, but little noisy around this stock, I mean these lawsuits.

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Member Avatar chundarr (25.71) Submitted: 7/29/2014 10:20:32 AM : Outperform Start Price: $28.05 NSR Score: -10.75

Lawsuit noise has beat down a good stock. Cheap FCF, insider buying, good sales growth.

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Member Avatar MrMighty (90.44) Submitted: 6/27/2014 1:52:18 PM : Outperform Start Price: $25.95 NSR Score: -3.78

Magic Formula stock. I know there are questions around the future of the number portability database, but I feel their other businesses will be able to carry on well, and at this P/E multiple the bad news is already priced in.

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Member Avatar SpartanMAC (20.45) Submitted: 5/29/2014 10:30:10 PM : Outperform Start Price: $29.01 NSR Score: -16.17

Random Greenblatt pick. Top 30 over 75M.

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Member Avatar dillbeans (43.50) Submitted: 4/15/2014 1:44:07 PM : Outperform Start Price: $27.41 NSR Score: -16.52

Greenblatt screen

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Member Avatar TrackMagicFormul (88.80) Submitted: 3/19/2014 2:34:53 PM : Outperform Start Price: $34.76 NSR Score: -41.48

Investors should consider selling puts. You can achieve some very high annualized returns at strikes significantly below the current price. e.g.

May 14 $25.00 strike at $1.20 has 32% discount and 30% annualized return.

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Member Avatar Orthonormal (91.98) Submitted: 3/12/2014 10:36:31 AM : Outperform Start Price: $34.82 NSR Score: -34.63

Magic Formula 12/13/2013

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Member Avatar KevinTheH (< 20) Submitted: 7/1/2013 2:34:04 PM : Underperform Start Price: $49.87 NSR Score: +74.76

Too much revenue dependent on number portability contract. Competition for the contract is greater than company lets on. Heavy layoffs taking place at end of 2Q to adjust costs to match expected revenue losses.

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Member Avatar subsurfacemapper (43.68) Submitted: 2/10/2013 1:17:04 AM : Outperform Start Price: $46.56 NSR Score: -79.31

Fool screen: roe 17, own 5, rev incr 15, profit incr 15, midcap

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Member Avatar CarlosDK (21.06) Submitted: 1/17/2013 7:06:17 PM : Underperform Start Price: $46.95 NSR Score: +83.26

td demark

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Member Avatar Brent2223 (33.07) Submitted: 12/6/2010 10:46:09 AM : Outperform Start Price: $26.18 NSR Score: -67.34

telecom backoffice

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Member Avatar seleazer (63.11) Submitted: 12/3/2010 4:04:24 PM : Outperform Start Price: $26.27 NSR Score: -67.67

all communications need them.

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Member Avatar smsheldon (86.04) Submitted: 12/3/2010 3:43:17 PM : Outperform Start Price: $26.27 NSR Score: -67.67

are you kidding me

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Member Avatar XMFConnor (97.87) Submitted: 10/27/2009 4:52:24 PM : Outperform Start Price: $22.60 NSR Score: -77.45

Joel Greenblatt Pick

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Member Avatar kong777 (78.70) Submitted: 9/23/2009 1:07:18 AM : Outperform Start Price: $22.89 NSR Score: -76.82

This company has PE ration around 18 plus tremendous growth in recent year. Low valuation and high growth potential company.

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Member Avatar smisra12 (< 20) Submitted: 7/21/2009 11:05:40 AM : Outperform Start Price: $22.71 NSR Score: -102.38

magic

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Member Avatar tzada (49.74) Submitted: 6/25/2007 1:29:53 PM : Outperform Start Price: $27.71 NSR Score: -47.37

Analysts at Wedbush Morgan upgrade NeuStar (ticker: NSR) to "strong buy." The 12-month target price is set to $41.

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