Victor Cook

Pearson and GE Considering Joint Bid for Dow Jones

Under the right leadership is Dow Jones worth $75? My analysis compares
DJ's financial performance against competitors in 2006 with a forecast of its performance in 2010 (media.seekingalpha.com...). The bottom line? It is.

Microsoft, GE Considered Dow Jones Bid -- WSJ

Sorry to disagree with analysts at two of the biggest companies on the planet, but the economics make a lot of sense if you look at the long term impact of Mr. Murdoch's buyout of Dow Jones through the lens of enterprise marketing framework. See www.customersandcapita.../

Michael Price on Murdoch, Dow Jones and the Washington Post

Thank you for the link to the May 2, 2007 Bloomberg interview with Michael Price where he said Dow Jones is a trophy that "could be a $100 deal." It's particularly interesting to me, since at that time I wasn't following the story, and I missed his comment.

In my June 5th post on the "Dow Jones & Company: Anomaly or Hidden Value?" on this site I concluded that "Under the right leadership, four years out (with a discount rate of 12%) my analysis shows the present value of DJ is $75 a share or a little over $6 billion." The nominal price on which my 2010 price forecast was based is $118.

Philadelphia Inquirer's Tierney Mulls Dow Jones Bid -- WSJ

This story provides a valuable update on the fundamental question related to Dow Jones & Company Inc: is it actually undervalued both by investors and the leading suitor? My analysis suggests the answer is yes. Precisely because it owns two of the most widely known – and undervalued – brands in the world.
My analysis shows that with the right kind of leadership DJ is worth $75 a share, or just over $6 billion. Check out "Dow Jones: Anomaly or Hidden Value" at www.customersandcapita.... I posted this analysis last Saturday when every one was saying Mr. Murdoch's offer of $5 billion would never be matched.

Murdoch to Meet Bancrofts Monday

Your post speaks to several of the compelling issues in the strained courtship between the Bancroft family members, their advisors and Rupert Murdoch. But it doesn't address the fundamental question related to this deal: is Dow Jones & Company Inc. actually undervalued by investors? My analysis suggests the answer is yes. Under Mr. Murdoch's leadership DJ may even be worth $75 a share. Check out "Dow Jones: Anomaly or Hidden Value" at www.customersandcapita...

Dow Jones' Bancroft Family Backtracks -- Says It Will Meet With News Corp.

Here's a new take on a hot story: "Dow Jones: Anomaly or Hidden Value?" Check it out at www.customersandcapita.../