CG: ADT Suffers a Rocky Start to 2018
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 3 April 2018
⏱️ 24 minutes
🧾️ Download transcript
Summary
ADT and its private equity backers have built up the leading name in monitored security with $4.3 billion of revenue in 2017. But after pricing an IPO in January, shares of ADT have tumbled nearly 50%. Is this the bargain opportunity investors should be following?
Transcript
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| 0:00.0 | Support for Industry Focus comes from TurboTax live, new from TurboTax. |
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| 0:19.0 | Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day. |
| 0:25.0 | It's Tuesday, April 3rd, and I'm your host, Vincent Shenn. |
| 0:28.0 | I've just returned from Sunny Austin, Texas, and I'm happy to be back in the studio with you fools. |
| 0:32.0 | Today we're going to turn our attention to consumer and retail IPO activity again in 2018 |
| 0:37.5 | this time with the approximately six billion dollar security specialist ADT |
| 0:42.3 | joining me via Skype is Senior Motley Fool Contributing billion dollar security specialist ADT. |
| 0:43.0 | Joining me via Skype is Senior Motley Fool Contributor, |
| 0:45.2 | Osset Sharma. |
| 0:45.9 | Thanks for hopping on today. |
| 0:47.8 | Thanks a lot, Vince for having me. |
| 0:49.1 | And it's good to be with you guys again. |
| 0:51.5 | So I'm not sure, Osset said if you have any personal experience with the |
| 0:54.4 | company but my parents actually had ADT installed at our home growing up and I'll |
| 1:00.6 | never forget setting the alarm off by accident when I was a kid so I fat-fingered the |
| 1:05.5 | code a few times after Liam went off and the police ended up showing at my front door |
| 1:09.9 | so I think I was maybe seven or eight years old at the time so it was a bit of a disaster because I think that was right around when my parents had just started to trust that it could stay at home by myself. |
| 1:21.0 | So that probably I think that put a little bit of a kink in terms of my |
| 1:26.0 | plans for that but I have had some personal experience with ADT. I didn't realize the |
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