Opinions
David Burrows
News Corp Ltd. (A)
NWSA-Q
BUY
Jun 04, 2013
$32.470
Stock price when the opinion was issued
publishing
printing
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TOP PICK
Stockchase Research Editor: Michael O'Reilly NWSA is a $13 billion market cap paper and digital publishing company, operating such brands as Dow Jones, MarketWatch, and the New York Post. Although it has taken on more debt recently, its $2.2 billion in cash easily offsets annual interest payments. It sits with a comfortable debt/equity ratio of under 0.3. It pays a small dividend, backed by a payout ratio of under 40% of cash flow. We would buy this with a stop loss at $18, looking to achieve $33 -- upside potential over 43%. Yield 0.89% (Analysts’ price target is $32.70)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate, NWSA (a $13 billion market cap paper and digital publishing company, operating such brands as Dow Jones, MarketWatch, and the New York Post) as a TOP PICK. Recently reported earnings beat analyst expectations by 75%. The company just announced a $295 million all cash acquisition of a chemicals data analysis company to go along with its purchase of OPIS - a major energy market pricing service. It trades at under 1.5x book and pays a small dividend, backed by a payout ratio of under 25% of cash flow. We continue to recommend a stop loss at $18, looking to achieve $32 -- upside potential over 40%. Yield 0.88% (Analysts’ price target is $31.91)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly After recently posting EPS more than doubled analyst expectations, we again reiterate NWSA (a $13 billion market cap paper and digital publishing company, operating such brands as Dow Jones, MarketWatch, and the New York Post) as a TOP PICK. Net income grew over 70% year over year. The company expects the recently announced a $295 million all cash acquisition of a chemicals data analysis company to go along with its purchase of OPIS - a major energy market pricing service -- to close in the first half of the year. The company plans a $1 billion share buyback. It trades at 1.5x book and pays a small dividend, backed by a payout ratio of under 25% of cash flow. We recommend trailing up the stop (from $18) to $22, looking to achieve $32 -- upside potential over 35 %. Yield 0.86% (Analysts’ price target is $32.44)
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PAST TOP PICK
(A Top Pick Feb 17/22, Down 5.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NWSA has triggered its stop at $22. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 4%, when combined with the previous buy recommendation.
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Very interesting in the media group. Media sector has very strong predictable cash flows. There is going to be a stock split and he would own it before that happened.