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ADT Corporation

  • Can This Stock Offer Security to Your Portfolio?

    By Mihir Mehta - June 14, 2013 | Tickers: ADT, BCO, TYC

    The home security market is becoming a difficult nut to crack as new entrants are making the industry more competitive. The recent purchase of LifeShield Home Security by DirecTV marks yet another pay-TV distributor entering the home security business after Time Warner and Comcast put ADT’s (NYSE: ADT) stock on watch.

    Secure earnings

    ADT’s first quarter results were announced recently. Net income for the quarter increased by 1 more »

  • 5 Stocks With Good Growth Drivers Beyond 2013

    By Meena Krishnamsetty - May 29, 2013 | Tickers: ADT, CBS, LNG, HFC, NWSA

    PointState Capital, managed by Sean Cullinan, is among the 500-plus mega-funds that we track at Insider Monkey, and with six former Duquesne Capital portfolio managers, this is really the new Duquesne minus Stan Druckenmiller. Seeing as the fund has recently filed its first-quarter 13F with the SEC, we’re going to take a look at some of the top stocks it was positioning itself in for the start of Q2 more »

  • Buying Some Protection

    By Marshall Hargrave - May 14, 2013 | Tickers: ADT, BCO, TYC

    The nice feature about the security industry is that it presents less cyclicality compared to other industries. Thus, despite certain volatile markets or economies, these security companies provide some resilience. So which security stocks appear to be good investments?  

    ADT Corp (NYSE: ADT) is down some 4.5% over the last month after posting revenue and earnings that missed Wall Street expectations. Earnings missed expectations by 4.7%, and the more »

  • A Newbie Picks ‘Em Like The Hedge Fund Pros

    By Meena Krishnamsetty - May 14, 2013 | Tickers: ADT, AIG, AAPL, HAL, QCOM

    Incline Global Management was founded by Jeff Lignelli after leaving Appaloosa Management in April 2012. The fund’s initial investor was none other than Appaloosa founder David Tepper, who provided an undisclosed sum to his former employee. With a diversified portfolio representing all the major sectors, including technology, financial and services, Incline’s equity portfolio is currently valued at over $88 million. Over 30% of the total shares in the more »

  • Will This Spin-off Move Up 28% Like its Competitor?

    By Mike Thiessen - March 21, 2013 | Tickers: ADT, IR, TYC

    In early December of 2012, Dublin-based heavy equipment manufacturer Ingersoll-Rand (NYSE: IR) announced its intention to spin-off its security business, and make various other value-enhancing moves. The division in question earns nearly $2 billion in annual revenue through its residential and business security segments. 

    Ingersoll-Rand has also announced a share buyback and dividend increase that will coincide with the planned spin-off. These will be significant: The buyback alone will use more »

  • Is Your Portfolio Secure With This Security Stock?

    By Mark Lin - March 18, 2013 | Tickers: ADT, ASCMA, BCO, CKP

    Headquartered in Boca Raton, Florida, ADT Corporation (NYSE: ADT) is a leading provider of electronic security, interactive home and business automation and monitoring services for residences and small businesses in the United States and Canada. On Sep. 28, 2012, ADT, formerly a wholly-owned subsidiary of Tyco International (NYSE: TYC), was spun off as an independent listed company through the distribution of ADT shares to Tyco's shareholders on a pro-rata more »

  • Billionaire Julian Robertson’s New Stock Picks

    By Meena Krishnamsetty - March 11, 2013 | Tickers: ADT, BRK-B, COF, RHP, VRX

    We have spent the last couple weeks studying 13F filings from hedge funds and other notable investors. 13Fs disclose many long equity positions in U.S. stocks at the end of a quarter, the fourth quarter of 2012 in this case. Our database of filings allows us to research trends that allow investors to make use of the information in 13Fs; for example, we have discovered that even with the more »

  • Billionaire Ken Griffin's Newest Stock Picks

    By Meena Krishnamsetty - March 3, 2013 | Tickers: ADT, ADSK, CIE, GPOR, TXT

    The end of earnings season does not mean the end of excitement for us at Insider Monkey; we keep our ears to the ground for the round of 13F filings that usually post during and after each quarterly earnings season. Hedge funds are required by the SEC to disclose many of their equity, option, and bond positions, and we analyze these documents to glean the most impactful information out of more »

  • Strong Performance After Spin-Off

    By Mike Thiessen - February 27, 2013 | Tickers: ADT, PNR, TYC

    On Oct. 1, 2012, defense and security conglomerate Tyco International (NYSE: TYC) completed its spin-off of residential security firm ADT Corp. (NYSE: ADT). The split created a company that boasted $3.25 billion in annual revenues and an EBITDA of $1.36 billion. ADT is by far the largest home security and automation business in the United States and enjoys a substantial presence in Canada as well.

    Following the split more »

  • Intentional Investing : Can I Actually EARN Something From The Housing Recovery ?

    By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z

    I don't like "noise". I try to avoid it whenever / wherever I can.

    Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.

    "Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term more »

  • One Underrated Hedge Fund Worth Paying Attention To

    By Meena Krishnamsetty - February 21, 2013 | Tickers: ADT, AIG, CHMT, GOOG, HTZ

    At Insider Monkey, we’ve recently teamed up with MarketWatch to provide investors with the Billionaire Hedge Fund Index, which returned 24.3% last year, beating the S&P 500 index by 8 percentage points. The purpose of this index is to articulate the mammoth potential of the best picks of the best hedge fund managers, and this dual-screening technique is something that we put to use in other market-beating more »

  • Weak Economy but Strong Industrials...How?

    By Masam Abbas - February 13, 2013 | Tickers: ADT, GDI, GE

    My followers might remember that I extensively covered industrial stocks before the start of the earnings cycle. Most of them have realized their gains. However, I still believe that three of those will still experience a rally and the good news has not been properly factored in these stocks:

    General Electric (NYSE: GE)

    One of the Dogs of the Dow, holding this stock has been considered as riskless as a more »

  • Insiders Bought These Stocks Recently

    By Meena Krishnamsetty - February 8, 2013 | Tickers: ABT, ADT, EA, GD, TGI

    At Insider Monkey, we track insider purchases because we think that they are an effective signal of an insider’s confidence in a company. Since the insider already has an economic connection to the business, economic theory predicts that they should sell shares in order to increase diversification unless they believe strongly that the stock is undervalued. This is why we’re not surprised that on average stocks bought by more »

  • An Insider Is Bullish About This Spinout Stock

    By Meena Krishnamsetty - February 7, 2013 | Tickers: ADT, ASCMA, BCO, CKP, TYC

    ADT (NYSE: ADT) was spun out from Tyco International (NYSE: TYC) in September 2012 as a pure-play home and business security business. As a spinout, this event received significant attention from many investors; these companies often make good investments because management of the new company can better focus on operations without having to satisfy the needs of the larger business (read more about spinouts).

    Now a member of ADT’s more »

  • These Neglected Stocks Hold Super Potential

    By Masam Abbas - January 24, 2013 | Tickers: ADT, DHR, TYC

    This is my second report on the electrical equipment players. In my last report, I mentioned how this sector has been neglected and that it holds potential upside in case the Chinese economy re-accelerates. In this post, I have mentioned another three players, their earnings review and their 2013 outlooks with a special focus on M&A activity.

    ADT (NYSE: ADT)

    1Q: The company is expected to announce an EPS more »

  • What Are Hedge Funds Buying Right Now?

    By Meena Krishnamsetty - December 21, 2012 | Tickers: ADT, CBOU, CPWR, FCS, WWAV

    We follow hedge fund activity in 13D and 13G filings so that we can get the most up to date information on how hedge funds are buying large percentage stakes in publicly traded companies (unfortunately, this generally limits the companies in question to small and mid caps). These picks from hedge fund managers can be reviewed, and investors can decide whether or not to buy the stock as well if more »

  • Nelson Peltz Shakes up Ingersoll Rand

    By RJ Towner - December 14, 2012 | Tickers: ADT, IR, OSH

    Industrial conglomerate Ingersoll Rand (NYSE: IR) announced plans to spin off the firm’s security division, buy back $2 billion worth of stock, and raise its dividend 31%, to $0.21 per share. The announcement is a reaction to the activist stake taken by Trian Fund Management, the fund co-founded by Nelson Peltz. Trian owns about 7% of the company.

    The security division will be a combined unit of the more »

  • A Leading Home and Small Business Security: A Spin-off Opportunity?

    By Anh HOANG - October 23, 2012 | Tickers: ADT, CKP, TYC

    Note: This article erroneously referred to Monitronics as a private company. In fact the company is a subsidiary of Ascent Capital Group. The error has been corrected below.

    Spin-off opportunities are always quite interesting for sophisticated value investors. In many cases, the parent companies have several businesses under their umbrellas. And they would tend to spin off subsidiaries, which are not the parents’ core businesses. The reasons for spin off more »