Vistra Energy (VSTE) is now a BUY
I previously wrote about Vistra Energy (here). Today it dropped to $14.65 which increases the margin of safety below fair value and makes it a BUY, so it was added to the Spin-off portfolio. Hopefully,…
Articles by Yinon Arieli
Launching of the Premium Membership plan
Dear Subscribers, The SpinOff list has been in beta for quite some time now, during this period we provided all of our Free Update members access to the portfolio, free of charge. We hope you…
Uniti Group acquire Southern Light
Uniti Group (UNIT) has announced another acquisition – Southern Light in a $700 million cash and stock deal. Together with Hunt Telecom previous acquisition, the deal increases UNIT’s fiber-optic network to more than 1 million…
Actelion shareholders approve J&J takeover and Idorsia spin-off
The shareholders of the Swiss biotech company Actelion approved the acquisition by Johnson & Johnson (JNJ). As a reminder, J&J offered to buy Actelion for $30 billion, and now the acquisition could be completed by…
Did VDTH rise too high?
If you wonder if VDTH has gone too high, because I previously wrote that the deal reflects a price of $10.65, then the answer is no! Remember that VDTH has agreed to merge into its…
Legacy Education Alliance – An attractive hidden gem
I added Legacy Education Alliance (LEAI) to the spin-off portfolio at an average price of $0.32. A small company for learning real estate and investments, primarily under Kiyosaki’s “Rich Dad” brand. Presents a stable profitability…
Is Bioverativ (BIVV) cheap enough?
Bioverativ (BIVV),the Hematology Division of Biogen, has recently separated from the pharmaceutical giant, mainly to let it continue its strong growth on its own. BIVV concentrates on hemophilia, a market whose size is estimated at…
Why AFI is down recently?
What would you do if you see headlines reading, “Armstrong Flooring reported a loss in the fourth quarter”, as published yesterday in various economic sites covering AFI’s fourth quarter results? If you are like the…
Conduent – A leading company that can double its value
I bought Conduent Incorporated (CNDT) at $14.7 to the spin-off portfolio. It’s a leading company traded at a large discount to fair value, and can possibly double in the next 3-5 years. * * * Conduent…
VDTH continue its growth
VDTH continues to rapidly grow. Its sales and EBITDA grew by 14.2% and 33.2% in the last quarter, following the increase in number of subscribers along with improved profitability as a result more premium packages…