Seeking Alpha

Analysis: A Nook fix could unlock value at Barnes & Noble

  • Shares of Barnes & Noble (BKS +6.5%) are higher after the company is tapped by Barron's as a potential undervalued play for investors.
  • The sum-of-the-parts argument on B&N isn't new, although Barron's comes up with an eye-popping potential fair market value of $36 per share on the stock.
  • The college business of Barnes & Noble looks under-appreciated in particular.
  • Before anything too dramatic happens with the company, the Nook Media conundrum needs to be worked out with stakeholders Microsoft and Pearson (PSO +1%).
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