Comments for UNTD - Stockpickr! Your Source for Stock Ideas

Comments for UNTD

Added By	Comments	Type	Date Added
stockerblog	buying 1800flowers	Love	May 09, 2008
bstubby122	B 5.36%	Love	October 13, 2007
BrahmSki	8/20	Love	August 28, 2007
sarah z	The "too cheap to ignore" stock spotlighted was United Online, Inc. (UNTD). It is paying out a dividend of 20 cents for the tenth consecutive quarter and UNTD reaches more than 20% of the U.S. online adult population. They are a low cost Internet provider and are in the "content business." They own Juno and Netzero along with controlling MyPoints.com and Classmates.com. The IPO from Classmates.com was not recommended but the site does have 2.7 million paying members -- with a 6% yield and $194 million in cash without debt. Jim calls for $1 to $1.10 in EPS next year. We were told to wait until the stock comes down to $14 and if the price doesn't get right "take a pass." This stock has one side for the cautious and one for the risky so it will please every investor.	Love	August 23, 2007
James Altucher	Short Ratio =	Love	August 01, 2007
DennyR8	pe ratio looked low . i used to work at Sabre so I'm familliar with the company	Love	July 01, 2007
saraelizabeth	tech play diversification	Love	June 21, 2007
beerexpert	affordable internet	Love	June 04, 2007
gerry1	watch this one fro $3 now @ $16	Love	May 15, 2007
ewathen	Took some profit off the big move today now that the PE is up. Has a great future and the dividend is great.	Love	May 02, 2007
James Altucher	The company has been in the penalty box this past quarter because everyone is worried about declining revenues in their online services division. However, this quarter my guess is their content division (including social network Classmates.com and Mypoints.com) will surpass the online services division in paying cusomters. I think UNTD will get "re-valued" as a media company before long and begin trading at 10x cash flows instead of 5x. Starting, I hope, with this earnings report. earnings may 1 - trades for 5x cash flows - $162mm cash in the bank, no debt - Renaissance Technologies - Royce Total Return Fund - Analysts expect 1.08 in 2007, 1.05 in 2008 - They've beaten estimates 4 qtrs in a row - Last qtr, content and media surged 67% to $43mm. online services went from 104mm to 87mm paying accts increased by 91,000 to 2.3mm in content. Online drecreased 149,000 to 2.6mm.	Love	April 27, 2007
Davis Barnhill	renaissance	Love	April 23, 2007
Guest	What!? A declining old school dialup internet service provider? Most people don’t realize that United Online has quietly been building one of the largest social networks out there, classmates.com. All of UNTD’s profit growth comes from classmates.com. Also, UNTD’s cash flows are immense. Lets look at the basic numbers: A $932mm market cap and $162mm cash in the bank with no debt, giving it an enterprise value of $770mm. With EBITDA of $154mm, UNTD trades at just five times cash flows. The situation reminds me of Ask Jeeves which was trading for seven times cash flows right before Interactive Corp (IACI) bought it for a 20% premium. The Classmates.com asset is too huge to ignore with traffic doubling every year. Consequently, UNTD’s content and media division posted revenues up 33% when compared to the prior year during the last quarter. Additionally, UNTD pays out a 6% dividend, making it the highest yielding tech company that I track.	Love	April 18, 2007
kash97	Dumb	Love	April 07, 2007
markhopper	Dividend, Tech	Love	February 08, 2007
Reynaldo Javier	good dividend	Love	February 08, 2007
saacks	Low PE high Div yield	Love	February 05, 2007
Ted Hosking	WANT TO BUY	Love	February 01, 2007
Glenn Vaughn	no debt. substantial dividend	Love	January 21, 2007
MIKE MADDOCK	GOOD DIVIDEND; STRONG BUY RATING	Love	January 13, 2007
Don Moses	good dividend	Love	January 10, 2007
David McGee	United Online--Dividend	Love	January 09, 2007
Pam	6% yield	Love	December 23, 2006