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

To: jeffbas who wrote (6017)	2/16/1999 11:39:00 AM
From: Mike 2.0	Read Replies (1) \| Respond to of 78795

TMO-final thought... Those who want to play a TMO turnaround may want to consider the Thermo Oppty. CEF (symbol TMF). It is trading at a discount of some 25%+ to NAV. AFAIK it does not invest in TMO directly but rather all of the spinoffs. So I would speculate they probably own as much Thermo Instrument Systems as possible and then whatever else. If TMO is serious about divestitures and restructuring, perhaps TMF will be the beneficiary as money losing spinoffs are sold or TMO issues tender offers to pull spinoffs back into TMO itself.