Staying on the Watch
Over the past several quarters, we’ve assembled a Watch List of high-quality names that we’d consider adding on a pullback in the broader market. We revisit these stocks, their stories and their growth prospects.
Sticking with Our Hedges
The May employment report for from the Bureau of Labor Statistics underscores why remain cautious on the US economy.
Industrial Strength
A strategic spin-off will highlight this industrial player’s promising life sciences business and unlock value for shareholders. Another across-the-board selloff after the industrial sector’s recent rebound would create an ideal buying opportunity.
Dishing the Dirt on the Utility Sector’s Spin Cycle
Utilities have announced a number of spin-offs over the past 12 months. Some are worth your while; some are not.
Utilities Enter the Spin Cycle
Expect more utilities to monetize assets and recycle capital by spinning off yieldcos and master limited partnerships.
Entering the Media Spin Zone
Newspapers continue to struggle against a secular decline in circulation and advertising sales, as consumers gravitate toward online news outlets. But the old media often owns valuable broadcasting and Internet assets that don’t achieve a full valuation when they’re wrapped up in newsprint. A recently announced spin-off should unlock significant value for this publishing giant’s shareholders.
Outdated Fleet, Bigger Dividend
Will Carl Icahn's activism create long-term value for Transocean's (NYSE: RIG) shareholders?.