Welcome!

iPhone Authors: Matthew Lobas, Kevin Benedict, Shelly Palmer

News Feed Item

Spinoff Report, $1bn Apple Inc. Supplier Spinoff

Long Hedge & Mutual Funds need the companies they invest in to grow. The truth is certain types of stocks aren’t growing fast enough. Shareholder activism aside, there’s north of $1 Trillion of companies globally on the 2013 pipeline of demergers that reveal a significant opportunity for true hidden value investors to focus on.

The Spinoff Report (TSR) consistently unearths and analyzes stocks globally, but in a unique style that no other investment research firm does. Just take a look at TSR’s recent “5 Year Track Record” of long-only investment recommendations to its clients on Spinoffs it has analyzed for hidden value pre & post demerger.

Take the UK’s c$3bn Cookson Group (CKSN). Next week it’s due to Spinoff (distribute shares to it shareholders) its performance materials division called, Alent.

“With more than +30% upside, our full analysis has discovered the hidden edge on Alent’s business value”, comments Ryan Mendy, COO of TSR. “With its products in north of 50% of the world’s heavily growing market of smartphones and mobile tablets, including Apple, Cisco, HP, etc., Alent will be one of the most embedded-value companies to have entered the FTSE250. There’s a lot more hidden value special situations in Europe and the US like this to come in 2013”

TSR uniquely analyzes companies of non-transparent, but conglomerate held stocks, where potentially highly valued businesses exist and could unlock significant value if management were to Spinoff a division in the coming year.

With over 120 break-ups due, Mendy can demonstrate the Spinoff market is going to grow significantly.

More Stories By Business Wire

Copyright © 2009 Business Wire. All rights reserved. Republication or redistribution of Business Wire content is expressly prohibited without the prior written consent of Business Wire. Business Wire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.