SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Disciplined Investing, especially the NAIC way
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: - with a K who wrote (324)5/9/2002 10:03:43 PM
From: Mark Marcellus   of 469
 
One question on Merck is whether you want to own the Medco spinoff, and what that is worth. I agree that it looks interesting here, but the Medco thing makes it complicated. The easy way out is to take the view that spinoffs are usually good investments, so the odds are in your favor if you just buy it now and hold both after the spinoff. If you use that theory though, you probably need to go in with the plan of holding for at least 3 years come hell or high water. That's probably how long it will take for things to sort themselves out and the true value become clear.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News