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

To: Spekulatius who wrote (53315)2/4/2014 12:41:20 AM
From: Jurgis Bekepuris  Respond to of 78717
 
MUSA - perhaps I should also buy a tracking position. :)



To: Spekulatius who wrote (53315)2/4/2014 1:44:17 PM
From: MCsweet  Respond to of 78717
 
MUSA,

Spek, I believe in the spin-off fairy.

It seems like any spin-off company with decent valuation/prospects ends up going gangbusters. Recently it may be somewhat related to the big bull market, but do I know that spin-offs outperform nicely as measured over long historical time periods.

MC



To: Spekulatius who wrote (53315)2/4/2014 4:52:10 PM
From: MCsweet  Read Replies (1) | Respond to of 78717
 
MUSA,

One thing I'd mention is that it is not so clear that other companies in the sector are doing well. Take a look at CST, PTRY, TA -- they seem like comps to me, and the charts and recent news updates aren't exactly inspiring.

It looks like recent sales and 2014 guidance so far are not so great, although it is no surprise with the cold snap.

MC


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