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...
View ArticleBrinks 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...
View ArticleBHS 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...
View ArticleADT’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...
View ArticleStanley-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 ....
View ArticleGuest 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...
View ArticleBy 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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