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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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660On PHH, I'm saying that when you look at P/E, P/B, P/S, they lead to differeStewart Whitman-1/14/2005
659Are you saying this business is worth somewhere between $13 - $86 a share? That&David D.-1/13/2005
658Don't give up on NVL yet, at least watch it for a quarter. Regarding PHH: Stewart Whitman-1/13/2005
657Thnaks Stew...doesn't look like anything will come of the NVL spinoff, any tDavid D.-1/12/2005
656A summary of spin-off information gathered thru 01/11/05. Stew <pre> SpiStewart Whitman-1/11/2005
655Forbes.com Breaking Up Is Good to Do... Kurt Badenhausen, 01.10.05 forbes.comDavid D.-1/9/2005
654Update on Fraser paper spin off... About six months Fraser was spun off from Nexgrote-12/31/2004
653SDS: Change in Control Agreements <i>I wonder if management has any thoug249443-12/26/2004
652I was referring to what Greenblatt calls "total market capitalization"David D.-12/26/2004
651You mean Enterprise Value (EV) not market cap. EV increases by only 20%, but marStewart Whitman-12/26/2004
650Here are two more articles... I'm still trying to figure out how to play thDavid D.-12/26/2004
649Here is this from the WSJ regarding Novelis.... I love it when they give sugDavid D.-12/25/2004
648RME out, IACI in. Novelis (NVL) looks to be the next big spin-off. IACI is leapStewart Whitman-12/23/2004
647I don't know, I think the major immediate move has been done for now, but itDavid D.-12/23/2004
646Still watching NP. I saw this sale of timberland: paperage.com <i>2.2 miStewart Whitman-12/22/2004
645Thanks David. I was looking at this one: biz.yahoo.com <i>About half a dStewart Whitman-12/20/2004
644Thank you. Here is some food for thought. TIP SHEET How market might value AlcaDavid D.-12/20/2004
643A summary of spin-off information gathered thru 12/17/04. Stew <pre> SpiStewart Whitman-12/17/2004
642It's not the BKS's that really bother me. It's the ATU's. RegarStewart Whitman-12/17/2004
641Too bad we missed BKS...but I'm not sure how many people could have predicteDavid D.-12/16/2004
640Took profits today and sold NP at the open today for $30. 17% in less than threDavid D.-12/9/2004
639I thought this was interesting: Neenah CEO: Relationship With Kimberly-Clark ToDavid D.-12/4/2004
638Maybe it's people who believe the P/E. Maybe it's people who believe theStewart Whitman-12/2/2004
637i wonder why the stock is priced so high to begin with. who is buying it at thesMadharry-12/1/2004
636Technically, it's not "giving KMB" $20-$25 million I suppose. SpecStewart Whitman-12/1/2004
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