Our New York presenter likes infoGROUP's (IUSA) strategy adjustments and cost cutting initiatives that are running ahead of schedule. New management is making all the right steps to put this provider of marketing solutions in a great position to capitalize on the ongoing transition to digital and interactive marketing. IUSA has lowered its debt to the level where tripping of covenants is no longer a threat. A takeover by a larger rival is a possibility that has to be taken into account.