Stock Gamer
Long/short equity

J2 Global Communications: Future M&A May Drive A Substantial Upside

Robust profitability, stable cash flow, healthy growth prospect, and attractive valuation are the key criteria for stock investing. J2 Global Communications (NASDAQ:JCOM) is such a quality investment that offers all those merits. In this note, I will walk you through my investment analysis that supports my bullish view on the stock.

Business Overview

Founded in 1995, J2 is a technology company that provides cloud and digital media services to business and individual customers. The firm has two business segments - Cloud and Media (see slide below).

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The Cloud segment offers a variety of office cloud services to business clients. Under the Direct Inward Dial (DID) category, J2's products include eFax, MyFax, Fax.com, and SmartFax that...

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