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Non-Tech : SPIN-OFFS "secret hiding places of stock market profits"
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To: David D. who wrote (524)5/28/2001 6:52:34 PM
From: Stewart Whitman  Read Replies (1) of 1185
 
David,

Recently METHA seemed like a good buy when it was at about $6. It seemed like a low price when compared to its historical valuation.

I was accumulating WCOM and LMGa over spring. WCOM I bought because the data side of the business seems very strong with good growth that will better be recognized without MCI (and MCI is a very small part of the WCOM valuation). LMGa was trading below its book value and it's separation from AT&T cannot help but be a good thing.

Upcoming, AOC looks interesting because their is a good reason to separate the conflicting businesses (i.e. trying to be an insurance broker but also also trying to be an insurance provider).

Also, SM attracts me because it seems that investors may have overreacted to product recall & litigation cost. I have not extensively examined the balance sheet or the scope of the product recall. I also want to look into recent takeover failure.

Regards,
Stew
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