Thesis
j2 Global Inc. (JCOM) recently released solid Q1 2019 earnings. The company beat on both revenue and earnings per share. Revenue was up 6.9% to $299.9M and adjusted diluted EPS increased 14.8% to $1.40 per share on year-over-year basis. The company also raised the dividend by 2.2% to $0.455 per share. However, j2 Global also stated that they would suspend the dividend after the next payment. The primary reason for this was due to the "...significant number of current investment opportunities within j2's portfolio of businesses…" Below, I discuss why I