The short answer is NO. If you look for a more detailed explanation, here it is: Sometimes people feel that stocks have moved into a negative trend, although in practice there has been no substantial…
Despite a good reporting season for US companies in general and great results for the portfolio companies as well, the US stock market has recently moved into a negative trend (although today the market goes…
At the recent members’ conference, I presented my insights on the markets and how I think it should affect the allocation of our portfolio, if at all. Here are the main points: Although many feel…
At the end of December 2016, Diversified Restaurant Holdings (SAUC) completed the separation of Bagger’s Dave’s Burger Tavern (BDVB) through a spin-off. Bagger Dave is a small fast-food chain with 15 branches in Michigan, Indiana,…
It’s hard to understand the logic of combining a coal mining company with an electric household appliance company, and that’s probably why NACCO Industries (NC) has recently separated Hamilton Beach Holdings (HBB) through a spin-off….
The stock market continues to climb and break records. Since the beginning of the year, US indices have already yielded double-digit returns (my spin-off portfolio in this site is already up 21.5% YTD). Even the…
Summary JBG Smith is a $4.8 Billion spin-off of Vornado Realty Trust Washington, DC properties that merged with JBG Companies assets. It has a rich portfolio of offices, residential and commercial buildings with more than…
A spin-off, as is well known, is the separation of a subsidiary from the parent company by a distribution of shares as dividends to shareholders of the parent company, or, alternatively, by selling shares to…
2016 was a great year for spin-off stocks in general, and spin-off shares I purchased in particular – my spin-off portfolio produced 37.9%, almost 4 times the return of the US market, which I measure…
It is now official – The Indian Satellite television giant DishTV, announced that it came to an agreement to merge with its major competitor Videocon D2h. The united company will be named DishTV Videocon Limited…