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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (10789)	6/27/2000 2:08:00 PM
From: Daniel Chisholm	Read Replies (2) \| Respond to of 78516

Re: DNB, two questions. [just doubled position...] knowing that the catalyst (spin-off of Moodys) will come within months. Why is the spin-off a catalyst? (Is it because Moody's will then get a higher multiple, so that, post spin-off, New D&B plus Moody's will be valued higher than DNB is today?) Second, why is the D&B business not as desirable as Moody's? Less of a moat? More capital intensive? I must admit, without knowing the business too well, they do seem like a pretty natural pair of businesses to put together. (Guess I should have figured this out before buying DNB, eh? Read, fire, aim!) - Daniel