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

To: Spekulatius who wrote (45940)12/13/2011 3:39:50 PM
From: Paul Senior  Read Replies (1) | Respond to of 78748
 
Adding a bit back to my COV position here as well.

I've not looked at IHG before. It might be a better value than Accor.



To: Spekulatius who wrote (45940)12/15/2011 11:32:20 AM
From: E_K_S  Respond to of 78748
 
Covidien plc. Ordinary Shares ( (NYSE: COV )

Covidien to spin off pharma business, shares jump
reuters.com

(Reuters) - Healthcare products and medical device maker Covidien Plc (COV.N) said on Thursday it plans to spin off its pharmaceutical business into a stand-alone public company, sending its shares up 3.5 percent.

----------------------------------------------------

The spin off should bring out the value in the company.

EKS



To: Spekulatius who wrote (45940)3/30/2012 6:03:45 PM
From: Spekulatius  Read Replies (2) | Respond to of 78748
 
re COV - sold at 54.6$ - price target reached,
ENH sold @ 40.6$ - low conviction insurance play

~40% cash right now.


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