Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

NeuStar Now Looks Cheap - Investors Willing To Take A Risk Should Load Up Now

A few months ago I wrote about NeuStar, Inc. (NYSE:NSR) saying that the company looked too expensive given the uncertainty surrounding a key contract - the local number portability administration contract which is currently up for renewal under a new lease beginning in the summer of 2015. That contract is supposed to be awarded by the FCC by May 6th, but I fully expect the FCC to miss that deadline - they have missed almost every other deadline associated with this process. Since my last article in January, the stock has cratered by 30% to trade under $30 a share. Shareholders who bought in last fall have done even worse with the stock down as much as 50%...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details