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Non-Tech
SPIN-OFFS "secret hiding places of stock market profits"
An SI Board Since August 1997
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Emcee:  ron coleman Type:  Unmoderated
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385A summary of spin-off information gathered thru 07/07/00. Stew Spin-offs In PrStewart Whitman-7/10/2000
384 A summary of spin-off information gathered thru 04/04/00. Stew Spin-offs In PStewart Whitman-4/7/2000
383 Paul, I hadn't visited this thread in a while, and hadn't realized thatMichael Burry14/6/2000
382 Bookmark this new thread on spinoffs: Subject 33968Topannuity-3/21/2000
381 GM's high tech spinoff candadates Onstar and Hughes look like they might beron coleman-3/20/2000
380 MMWW Has anyone looked at Metamor Worldwide (MMWW) they said that they should sSurfratiam-3/11/2000
379 I looked at DCR and agreed with you on the Buffett qualities. Nice pick. I'cfimx-3/7/2000
378 DNB. I've reevaluated my decision to hold off buying DNB, and I've decPaul Senior-3/7/2000
377 Thanks, Twister. I'm going to assume that "they" are right when Paul Senior-3/4/2000
376 Paul, the guys at Harris seem to think Moody's by itself is worth the pricecfimx-3/4/2000
375 what do you mean, text book Greenblatt? He likes to buy the spun off company becfimx-3/4/2000
374 3com,palm Textbook Greenblatt this one had everything going for it. ronron coleman-3/2/2000
373 Paul, I've seen a few positive comments too. Moody's seems to be an inStewart Whitman-2/29/2000
372 Hi Folks. I see a couple of positive news articles on Dun and Bradstreet'sPaul Senior-2/22/2000
371 Just a quicky...3com,COMS Couldn't check back too far on the thread but ifron coleman-2/13/2000
370 Thanks Stewart for a great update. One sure had to be choosy with spinoffs in marketmover-1/5/2000
369 Stew, thank you, again, for a great tabulation of spin-off activity. Terry Terry Maynard-1/4/2000
368 A summary of spin-off information gathered thru 01/02/00. Stew Spin-offs In PStewart Whitman-1/4/2000
367 Has anyone read through the form 10 for HBP (Huttig-spinout from CR)? I don'LauA-12/16/1999
366 I bought PIK. Although the business is low margin, it has some good brand recogLauA-12/14/1999
365 Wade, PIK does look cheap to me (about 6x or 7x free cash flow for example), bStewart Whitman-12/14/1999
364 Hi Paul, Did you get chance to look into PIK? Sincerely, WadeWade-12/14/1999
363 Hello, What is your opinion of PIK? It has very low PE and looks like very undWade-12/14/1999
362 Paul, I recall you were interested in value in the chemical industry. ThereStewart Whitman-11/28/1999
361 Stew: FWIW, Added to my position in JCP today for the reasons you've postePaul Senior-11/27/1999
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