Kobalt (81.94)

Kobalt's CAPS Blog

Soliciting Opinions On United Online (UNTD)

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June 29, 2011 – Comments (1) | RELATED TICKERS: ELNK , UNTD , FLWS

If you don't want to CAPS a stock yet but want conversation, where do you go? CAPS blogs!

So, a dial-up provider and flower seller and has-been online service? Who knew, in the same company! Who wants to talk about them?

Sell me on this puppy! At least Earthlink (ELNK) has MPLS (it's an acronym, so it must be complicated, important and valuable.) And ELNK claims it is offering "cloud security"! Stay Puft Marshmallow Man to the rescue!

Which is the better strategy, consumer ala United Online or business ala Earthlink?

Also in this mix is 1-800-Flowers and Liberty Media's ProFlowers (Whaaaaa, six tickers for Liberty Media - LCAPA, LCAPB, LINTA, LINTB, LSTZA, LSTZB?)

1 Comments – Post Your Own

#1) On July 08, 2011 at 11:37 AM, Kobalt (81.94) wrote:

Well, being the contrarian that I am, I am banking against UNTD. My bear case is here http://bit.ly/n7a9E5 and I didn't even touch on whether the dividend is safe when one of its cash generators is disappearing.

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