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Non-Tech : SPIN-OFFS "secret hiding places of stock market profits"
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To: Stewart Whitman who wrote (316)6/24/1999 8:12:00 AM
From: marketmover  Read Replies (1) of 1185
 
Stewart -

Thanks for the SKU info. I wouldn't expect much from eCost because it was just launched in April. On MALL, I'm looking for a move from .1x sales to .25x sales, in line with the likes of MTON, MWHS & PCCC. Then maybe a little excitement over an eCost spinoff.

Otherwise, I like Ogden (OG) which has Goldman Sachs developing a spinoff/breakup plan for its unrelated businesses. Much hidden asset value in the power generation business. Much better multiples coming for the entertainement/service business when they stand alone. Sum-of-parts is worth $45.

What do you like these days?
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