SPIN-OFFS "secret hiding places of stock market profits" Message Board

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Non-Tech : SPIN-OFFS "secret hiding places of stock market profits"

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To: Stewart Whitman who wrote (257)	8/25/1998 6:18:00 PM
From: marketmover	Read Replies (1) of 1185

Hey I also appreciate your spinoff calendar and hope you will keep it up. Thanks. I think it makes sense to do the work on: FA, BH, KSU, ROK, HLT and IFS. Currently, I like NMR which trades at about 14x earnings and 7.5x ebitda. After the spin, it reacted very badly to old news rehashed in the Journal about a potential competitor to be organized by the networks. Top line growth estimate of 12% is easily achievable and after two more years of heavy capex it will become huge a cash cow. I predict that a big LBO fund will buy this jewel asset for at least $9 a share within two years.

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