SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech
SPIN-OFFS "secret hiding places of stock market profits"
An SI Board Since August 1997
Posts SubjectMarks Bans
1188 109 0
Emcee:  ron coleman Type:  Unmoderated
Introduction Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
785Jim, Thanks for the reply. I had missed your earlier post and analysis. "bozwood-8/7/2005
784New Greenblatt book publication date has been moved up from December to NovemberJimLudlow-8/7/2005
783See my post - #723 regarding my evaluation of OFLX. It may be of some small assJimLudlow-8/7/2005
782"OFLX has book value of about $2 per share. At $12.50 the stock looks pricebozwood-8/6/2005
781<i> I was wondering about the parent Mestek. Going private in the Fall. DoStewart Whitman-8/6/2005
780OFLX has book value of about $2 per share. At $12.50 the stock looks pricey to mSturgeon-8/6/2005
779mrcjmoney, I read through the OFLX Form 10 last night and liked the business (abozwood-8/4/2005
778OFLX is really taking a solid move! High of $13.25.249443-8/1/2005
777OFLX & MCC: OFLX is trading at $10.75. MCC is trading at $24.15.249443-8/1/2005
776Responding to two questions: There would be no tax consequences to you as a holJimLudlow-7/26/2005
775CJ, If you short the parent before the spin-off is distributed, then you will bStewart Whitman-7/26/2005
774Good morning Stewart. I have a question for you/thread - and I should know the a249443-7/26/2005
773can someone shed light on the tax implications of transforming the holding compaMadharry-7/25/2005
772My main concern with Discovery is that it is a holding, not an operating companyJimLudlow-7/25/2005
771Agree with you, benditlikebuffett. Although very difficult for me to value DIPaul Senior-7/25/2005
770OFLX to be distributed on July 29, 2005. sec.govStewart Whitman-7/24/2005
769Buffett says patience is the toughest part of being a successful investor. MakeJimLudlow-7/22/2005
768think about where the discovery asset will be in five and ten years or even 18 mcfimx-7/22/2005
767PHH, FBR just picked it up with a 35 price targetPaul Lee-7/22/2005
766What's your margin of safety? It may not be very significant at current levJimLudlow-7/22/2005
765An update regarding the OFLX spin-off: OmegaFlex Announces the Addition of CounJimLudlow-7/22/2005
764the danger i see in waiting for something that might not happen is disca is a grcfimx-7/22/2005
763I largely concur. It is a holding company and should be valued upon asset valueJimLudlow-7/22/2005
762anybody run the numbers on txi ex chapparel steel? I like the company without thcfimx-7/21/2005
761Discovery holding is 50% of Discovery Communications and 100% of Aspect. 280 MilStewart Whitman-7/21/2005
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News