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Non-Tech : SPIN-OFFS "secret hiding places of stock market profits"
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To: cfimx who wrote (998)6/21/2006 11:01:31 AM
From: Stewart Whitman  Read Replies (3) of 1185
 
The AVC spin-off looks interesting to me.

But the SVU deal doesn't look great to me. Lot's of debt in a low margin business and increasing competition, doubling the size of business, etc.. IMO, recaps and similar seem best invested in when a business has higher margins or other barriers to entry. But, I could be missing something.

Regards,
Stew
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