Altice: Catching the Falling Knife?

September 30, 2021

It has been a busy week for Altice (ATUS). Last Thursday its share price declined more than 10%, followed by another multi-percent decline on Friday, and then on Monday it gave up a further 6% owing to a couple of belated downgrades, and not until today (Wednesday the 29th of September) does it seem to […]


United Online (UNTD): Cash flows stabilizing at a good price

March 7, 2011

I have discussed United Online several times on this site, and noted that it has apparently attractive dividends and free cash flows, but that the loss of a post-transaction marketing program has affected their free cash flows in such a way that a prudent investor should wait and see how they regain their traction. As […]


United Online needs some traction

August 9, 2010

The below post was a foray into the world of macroeconomics, a matter which I have no formal and little informal education in but I nonetheless feel perfectly qualified to give my opinion, just like everyone else. Now I would like to talk about issues in valuing United Online, a matter with which I have […]


United (Online) we stand

March 25, 2010

Sorry for the silly pun. United Online (UNTD) is a conglomerate of three online companies joined at the parent level. Their first, and oldest, company is a dial-up ISP that was created when Juno and NetZero merged. Their second segment is made of Classmates Online and, which is an Internet marketing loyalty service. Their […]