The Spinoff Report

Research Coverage: Analysis Pre-Event/Break-Up

ryanmendy — Thu, 26 Jan 2012 12:03:26 +0000

Click image to request a copy of analysis…

$950bn, Biggest Year Ever For Spinoffs, CNBC

ryanmendy — Wed, 25 Jan 2012 12:47:16 +0000

New York & London: Now valued at over $950 Billion. Global specialist investment advisor, The Spinoff Report® (TSR) sees its unique international deal calendar for corporate break-ups at a record high for 2012. As seen and reviewed by Herb Greenberg on CNBC’s ‘Herb on the Street’ show last week, there are already over 20 of those 100+ Spinoff deals due in the coming months. All will be covered ahead of event by TSR. >> CLICK HERE TO WATCH

Unknown Potential & Future Spinoffs…?

TSR’s Monthly Calendar. To directly enquire, email Deals Analyst, Jonathan P. Morgan or go to www.SpinoffReport.com/contact-us.

TSR’s renowned Spinoff Calendar & Research covers every Spinoff globally. Smart investors in the know might be aware of what major newsworthy deals are happening via the mixed-bag of headlines in the press and online. TSR have a specialist team of 10 analysts covering every Corporate Spinoff around the world, every day.

Tracking Corporate Spinoffs (remembering, that’s a minimum x2 companies to fully analyze per event/deal) is far from simple, ultimately weighing heavily on any investment team’s resources.

Knowing post event which entity (Parent or Spinoff) is the fundamental, technical or catalyst value best investment pick, plus when to invest is paramount.

Portfolio Manager & CEO of TSR, Jim Osman, said: “More than ever, covering Spinoffs is a challenge, with now over 100 situations to focus on in our Global Calendar; talking to investors, the difference has grown significantly between investment teams, ‘thinking they are aware of the facts’ vs. ‘actually knowing the total facts’ behind the most interesting upcoming Spinoffs”. That’s why savvy investors turn to the unique and official source for support, The Spinoff Report®.

Benchmark Performance of The Spinoff Report®
(4 Years: Dec 3, 2007 to Dec 30, 2011*)
+36% - TSR Corporate Spinoff Portfolio*
-26% - World MSCI Index
-15% - S&P 500
* Based on TSR’s Recommendations on Global Spinoffs.

A few high profile Spinoffs include…
Ralcorp (RAH), Kraft (KFT), DeLonghi (DLG), Post Holdings (POST), SunCoke (SXC), Sunoco (SUN) Tyco (TYC), Covidien (COV), Marriott (MAR), Expedia (EXPE), TripAdvisor (TRIP), ConocoPhillips (COP), Williams (WMB), Edenred (EDEN), Time Warner Cable (TWC), Foster’s (FGL), Fortune Brands (BEAM), Pirelli (PC), EnCana Corp.(ECA), AT&T (T:US), Carphone Warehouse/Best Buy (CPW/BBY), Liberty Media (LINTA), Motorola (MSI), Vishay (VSH), ITT Corp. (ITT), McGraw-Hill (MHP), and Cardinal Health (CAH).

Major TSR Spinoff Study with Deloitte Reveals Hidden Value

ryanmendy — Fri, 16 Dec 2011 13:43:20 +0000

A global first, in association with Deloitte, TSR have produced a unique 10 year Study into Corporate Spinoffs focused on uncovering what value has been generated from the past full decade of Corporate Spinoffs. (nb. ‘Pure’ Spinoffs, i.e. no mixed-in lists Carve-Out Deals and IPO’s, etc.) Click to access the full article…

To enquire, contact Ryan Mendy on ryanmendy@spinoffreport.com

FGL’s Demerger of its Wine Business (TWE) to Open Doors for Potential Buyers …SABMiller?

ryanmendy — Mon, 01 Aug 2011 10:56:28 +0000

Full Analysis (April 6, 2011) - Download our Conviction Note + 32 page Research note ahead of the Spinoff on May 10, 2011.

Parent: Foster’s (FGL / Mkt-cap A$8.5bn ): Largest Australian brewer with a portfolio of renowned beer brands to attract potential bidders.

Spinoff: Treasury Wine Estates (TWE / Mkt-cap A$2.6bn): International wine business with favourable long-term trends restrained by subdued economic conditions.

TSR Model Portfolio Performance: June 30, 2011

ryanmendy — Thu, 14 Jul 2011 11:53:51 +0000

The Performance of our past 43 months of recommendations to our clients can be found here: TSR MP - June 30, 2011

2011 Spinoff Report Pipeline Grows to a Record $750bn

ryanmendy — Tue, 31 May 2011 10:04:27 +0000

Now with a record 100 Corporate Break-Ups announced (“Spinoffs”) worldwide (small to large market cap), understanding and valuing them, let alone tracking them, is going to eat up even more of Hedge Fund’s resources.

Coverage & Calendar of Spinoffs - Click here for full article…

TSR Model Portfolio Performance – April 29, 2011

ryanmendy — Thu, 12 May 2011 14:54:24 +0000

The Performance of our past 41 months of recommendations to our clients can be found here: TSR MP - April 29, 2011

Research Portfolio Performance – February 28, 2011

ryanmendy — Mon, 07 Mar 2011 13:06:45 +0000

A PDF update of our 39 month performance track record that measures our Spinoff research recommendations to clients can be found here -
TSR MP – Feb 28, 2011

TSR: 60+ Corporate Spinoffs Due in 2011, Which Ones Will Outperform?

ryanmendy — Thu, 17 Feb 2011 12:00:15 +0000

NEW YORK–(BUSINESS WIRE)–With TSR’s full service research exclusively available to their institutional Hedge & Mutual Fund clients globally, Jim Osman, CEO of TSR highlighted, “As a portfolio manager, three notable things personally matter to me when investing in Spinoffs pre-event; that’s knowing…”

Business Wire – Click here for the full article

Spinoff Performance Update – December 31, 2010

ryanmendy — Wed, 05 Jan 2011 17:44:40 +0000

For our 37 month Spinoff research track record. Click here: TSR Performance Dec 31, 2011