The Spinoff Report

Research Coverage: Pre-Event / Break-Up Analysis

ryanmendy — Tue, 15 May 2012 09:03:26 +0000

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TSR Track Record – Performance of Recommendations

ryanmendy — Fri, 11 May 2012 10:53:42 +0000

Click image to enlarge. We have live tracked our recommendations to our clients since Q4 2007. For Benchmark purposes we have based our performance vs. two major indices.

+57% Return From Spinoffs Vs. -4% Loss S&P 500

ryanmendy — Thu, 03 May 2012 17:54:55 +0000

The Spinoff Report’s® (TSR) pride themselves on allowing only their fund clients to see their detailed stock recommendations and analysis of every global stock break-up (Spinoff). However, a rare insight shows that TSR’s full research note on Expedia (EXPE) completely smashed the Street’s consensus forecasts, subsequently returning TSR’s clients +48% come last week’s Q1 2012 results.

With EBIT & EBITDA forecasts for EXPE approx’ +30% higher… Continue reading full article

or simply Contact Us / Enquire directly here…

Vodafone Acquires Spinoff, Report by TSR Proven

ryanmendy — Wed, 25 Apr 2012 14:59:55 +0000

“CW has a strategic importance and significance in the UK’s business telecoms sector and as such offers an acquirer equally significant competence and scale, which in turn represents an important strategy of serving global telecom companies.” Continue reading full article…

M&A Growth Targets Spinoff Report Deal Flow

ryanmendy — Wed, 28 Mar 2012 10:43:04 +0000

Where’s M&A Growth Going To Come From? Corporate Spinoffs. As reported in today’s Financial Times, “Deal cash on tap – but will it flow?”, companies have big reserves, but uncertainty is curbing dealmaking and global M&A in January 2012 saw the worst opening month since 2003 and is also 45% down on January 2011’s recorded deal level. Continue reading full article…

UPS & TNTE / 30% of Corporate Spinoffs Taken-Over In x2 Years

ryanmendy — Tue, 20 Mar 2012 11:30:54 +0000

Over the last decade, around 30% of Spinoffs from former parents and conglomerates have been acquired within two years of their original break-up announcement. “TNTE was always going to be a target and had it…” Continue reading full article…

Pfizer, Rexam, Samsung – True Spinoffs?

ryanmendy — Wed, 22 Feb 2012 11:45:52 +0000

Uncovering the Spinoff value misconception. A true corporate “Spinoff” is a divestiture wherein you receive the stock automatically whether you like or not, through holding… Continue reading full article…

TSR Spinoff Recommendations Continue To Outperform Market

ryanmendy — Thu, 16 Feb 2012 11:54:12 +0000

TSR see excellent value in POST. As per their conviction note in Q4 2011, the value is not immediately visible in the straight fundamentals, as TSR’s clients know and were informed ahead of event, “the true value investment reasons lay elsewhere within the company, that’s why it’s doing so well”, comments Jim Osman, CEO of TSR. Continue reading full article…

TSR Announce 1st 2012 US (NYC) Corporate Spinoff Roadshow

ryanmendy — Wed, 08 Feb 2012 11:40:15 +0000

With 2012 being the biggest year on record for Corporate Spinoffs ($950bn), the global leading specialist on corporate break-ups, The Spinoff Report® (TSR) are back-to-back seeing… Continue reading full article

TSR Delivers Record January 2012 Spinoff Portfolio Performance

ryanmendy — Tue, 07 Feb 2012 04:00:29 +0000

NEW YORK & LONDON - Clients of global leading corporate break-up specialist, The Spinoff Report® (TSR), witnessed a +8% January 2012 gain from the circa 25 stocks being held in TSR’s Corporate Spinoff Portfolio. CLICK TO CONTINUE…