Top Value Spinoff Stocks Uncovered ? Major TSR Study Reveals

15/09/2011 - 10:33

A significant Study shortly being released by the leading specialist pre-event Spinoff research firm, TSR (www.SpinoffReport.com), has uncovered the true value and important shareholder return generated from corporate demergers / break-ups. (example stock analysis below)

Based on 500+ "˜Pure-Corporate Spinoffs´ between 2000 & 2010, the eight month long Spinoff Study covers:

1. Performance, 2. Sector, and 3. Structure (Tax, Best Mkt Cap and Preparation timing).

Parent Companies +17% on average one year after break-up
Spinoff Companies +24% one year after split from Parent

Nb. Not a mixed-in bag of Carve-Outs & IPOs, else there would have been over 2,000!

Contact, Ryan Mendy on, ryanmendy@spinoffreport.com

Insight, reading the 50+ page report, it´s further surprising what Sectors have performed the best, let alone the worst! The study also reveals the Tax efficiencies and benefits of demerging / divesting / Spinning-off a business unit vs going the IPO route are significant - dependent on strategy! Something the management and analysts at The Spinoff Report know best.

Est. 2005, they attract the smartest investors around the globe as their experience & track record* speaks highly:

46 Spinoff in 2011 YTD (Covered Globally, c.50% US)
+25% Average Return From Their Recommendations
101 Spinoffs on Calendar
Avg. Mkt Cap $8.8bn
Every Sector, Every Market Cap Covered
200+ Spinoff Deals Covered

*The Spinoff Report´s Model Portfolio of recommendations to its global base of clients has outperformed the S&P 500 & World MSCI by over 75% on average since Q4 2007. (as of Aug 31, 2011)

TSR US Spinoffs
TSR Europe Spinoffs
TSR Global Spinoffs
TSR Lite ($99, For the Nimble Investor)

Example - Future Deals (from the Monthly Spinoff Research Calendar)

Current TSR Full Analysis

Liberty Media (LINTA, LCAPA, LSTZA)
ITT Corp. (ITT)
NTELOS (NTLS)
El Paso (EP)
Telecom Corp of NZ (TEL)
IDT Corp. (IDT)
Marriot Intl´ (MAR)
Sunoco (SUN)
Forest Oil (FST)
General Growth (GGP)
AMR Corp. (AMR)
Ralcorp Holdings (RAH)
L-3 Communications (LLL)
McGraw-Hill Co., Inc. (MHP)
Fortune Brands (FO)