May. 12 at 9:32 PM
$ADT Oh the insiders realize that removing the APO overhang at 7.25 with what is over a 15% EFCF yield that investors were willing to buy around 7.50 before the overhang on a strong print plus a 3% plus dividend and 7.5x EPS is worth buying below
$7!!!! Indeed a broken market for "value" but almost half of historical return from equities is driven from dividends and this company has repurchased almost 20% of its equity since 2025. I wasn't interested until APO moved along as that overhang lingered but this is a layup for 10-15% by year-end IMHO. Sorry I know semis move by that in a day but I'm not a trader and I don't like casinos!