September Spin-offs with Insider Buying
$AIV, $AOUT, $BHC, $DMLP,
stockspinoffinvesting.com/spin-offs-with…
👇👇More Details 👇👇
$AIV, $AOUT, $BHC, $DMLP,
stockspinoffinvesting.com/spin-offs-with…
👇👇More Details 👇👇
$AIV (RemainCo) spun off Apartment Income REIT (AIRC), in Dec '20.
It's is a RE dev company with a hodgepodge of assets.
Bull case is NAV is between $11 and $16 (current price is $7). Write up on VIC.
Recent big insider buys since the spin-off from CEO, Terry Considine.
It's is a RE dev company with a hodgepodge of assets.
Bull case is NAV is between $11 and $16 (current price is $7). Write up on VIC.
Recent big insider buys since the spin-off from CEO, Terry Considine.
$AOUT
'20 spin from Smith & Wesson.
Has benefited from increased interest in outdoor sports (hunting, hiking, camping, etc.) due to the pandemic and revenue has soared.
Valuation is not demanding at 12x forward earnings. I don’t own this name, but it’s high on my watch list.
'20 spin from Smith & Wesson.
Has benefited from increased interest in outdoor sports (hunting, hiking, camping, etc.) due to the pandemic and revenue has soared.
Valuation is not demanding at 12x forward earnings. I don’t own this name, but it’s high on my watch list.
$BHC
Will spin off its contacts brands (Bausch & Lomb) within the next 6 months and this could be a nice catalyst for shares to re-rate.
The combined company trades at 9.6x forward EBITDA, but Alcon (the spin-offs best comp) trades at 23x. This transaction should unlock value.
Will spin off its contacts brands (Bausch & Lomb) within the next 6 months and this could be a nice catalyst for shares to re-rate.
The combined company trades at 9.6x forward EBITDA, but Alcon (the spin-offs best comp) trades at 23x. This transaction should unlock value.
$DMLP
Dorchester Minerals is a name that I own and like a lot (not a spin-off though!)
Here's the investment case.
Dorchester Minerals is a name that I own and like a lot (not a spin-off though!)
Here's the investment case.
https://twitter.com/stockspinoffss/status/1421216804093972480
Anything that I missed?
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