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SOMEBODY NEEDED TO LOVE PROTECTION ONE!!

We just happened to glance at our security monitoring valuation table today — you know the one that compares six of the largest companies on multiple valuation ratios — in advance of Protection One’s...

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Brinks Home Security: A Brief First Look at “The Surprises”

  The Brinks Company is spinning off its Brinks Home Security (BHS) unit, and on May 30, BHS filed a “Form 10” with the SEC, representing its preliminary pro forma financials as well as its ongoing...

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BHS STEADY STATE CASH FLOW STILL HIGH, PER SEC FILINGS

    A couple of smart investors asked if I calculated the forward steady state cash flow of Brinks Home Security, based on its new filings with the SEC.  Smart alecs!!!  Seeing as how I am not in the...

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ADT’s Growth Strategy Unveils Its Underestimated Integration Business

  I am warning readers:  This is going to be a long blog on ADT Worldwide.  While I have received good, meaty feedback on our mainly monitoring-related blogs over the past few weeks, I have also been...

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Stanley-Sonitrol: Strategically Smart, But With Franchisee Relationships to Fix

On June 2, we put out a blog that industry scuttlebutt had the Sonitrol Management Corp. (owned by three private equity firms) being on the block for sale, with Stanley Works having the inside track ....

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Guest Blog: “Risk of Critical Failure in Monitored Alarm Industry

Once again, our move to switch our blog “away” from monitoring and back to technology is being delayed by one more article – this time, an article from a distinguished industry guest, Lee Jones.  When...

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By Popular Demand: A List of Our Security Industry Blogs Since May

I am gratified by the encouragement and response from the several thousand unique visitors to the site TheSecurityAnalyst.com since I started it in May.  Since being picked up by Seeking Alpha at the...

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