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…


37.9% for the spinoff portfolio in 2016

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…


DishTV is buying Videocon d2h

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…


I sold FLOW for 56.7% profit

I sold SPX Flow (FLOW) near the opening at $24.6 for a profit of 56.6%. The revenue decline of 20.8% compared to the three months a year ago and the shrink in profits suggests that…



I Sold TLN for 126% profit

I sold TLN today at $13.92. The merger with Riverstone at $14 is a done deal so I don’t see any reason to wait a few more months until it’s actually goes through. Fortunately, I had…




Fiesta Restaurant Group to spin-off Taco Cabana

Fiesta Restaurant Group (FRGI) is jumping more than 9% today after the company announced that it is considering (again) the separation of its two brands – Taco Cabana and Pollo Tropical into distinct entities. The transaction…