Just wondering if anyone has heard of Spinoff & Reorg profiles and how they compare to TSR Lite – that is older and is priced at 89 per month.

(in anycase, I doubt I am in the league either – just curious)

Cheers

With a bit of leg work, you can construct your own reasonably complete list of upcoming distribution-type U.S. spinoffs, for free. The following post explains how.

http://www.spinoffprofiles.com/how-to-get-a-free-spinoff-list

Hope this is useful.

Yea a 8% gain today is not too shabby. Of course I didn’t buy any when it was trading at $10-11. I still think VPG has some room to run but it is becoming increasingly risky to get into with each uptick.

Although MDR is priced cheaper (lower P/E) than BWC at the moment I personally don’t like the stock. Keep in mind that the $760 million in cash included BWC’s portion of $240 million. The Q2 MDR report still includes all of BWC’s results since the quarter ended on June 30, before the spin-off took place. $520 million is not bad though.

MDR also has negative FCF. Maybe someone more experienced could tell me if this is more accepted for such a capital intensive type of company? Capital expenditures seems to be very high presumably due to the need for heavy machinery etc.

I did pull the trigger on QEP at 30, and still considering FTR. FTR’s current dividend has plenty of cushion, and once they get some synergies out of the merger I think can increase it. Haven’t bought any yet though.