Rich Howe

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So far Rich Howe has created 71 blog entries.

Sanofi Spin-off Quick Summary – March 27, 2020

Sanofi Spin-off Quick Summary - March 27, 2020 Resources from Sanofi Spin-off Press Release - February 24, 2020 Spin-off Webcast Replay - February 24, 2020 Investor Relations Contact Information: Felix Lauscher - Head of Investor Relations, North America and Asia Email: ir@sanofi.com Phone: +33 (0)1 53 77 45 45 Other Resources Sanofi to Spin Off [...]

By |2020-03-26T17:09:16-04:00March 26th, 2020|Categories: Uncategorized|0 Comments

Investing in a Recession

Investing in a Recession The US economy and world economy are likely already in a recession. A recession is defined as two quarters in a row of negative GDP growth. Goldman Sachs estimates Q1 2020 GDP will shrink by 6% while Q2 2020 US GDP will drop by 24% due to decreased business and consumer spending [...]

By |2020-03-23T16:36:29-04:00March 23rd, 2020|Categories: Market Analysis|Tags: , , |0 Comments

Stock Spin-off Investing Newsletter (March 2020)

Odds and Ends I recently recorded a couple video interviews with Greggory Miller. See them here: Why You Should Keep an Investment Journal How I Analyze a Spin-off Recently Announced Spin-offs On February 24, 2020, Sanofi (SNY) announced that it will be spinning off its active pharmaceutical ingredient (API) manufacturing business through an IPO in 2022. [...]

By |2020-03-06T08:11:06-05:00March 6th, 2020|Categories: Spin-off Links|0 Comments

Why You should Keep an Investment Journal

This week, Greggory Miller and I continue our series on spin-off investing and other topics. In the below video, we discuss: Why you should start a blog or keep an investment journal. Lessons learned from spin-off failures. Our thoughts on the impact of the coronavirus. What stocks look interesting at current levels. We discussed [...]

By |2020-03-05T12:17:35-05:00March 5th, 2020|Categories: Spin-off Market|1 Comment

How I Analyze a Spin-off

I recently had the opportunity to chat with Greggory Miller of Spinoff Investing Simplified. In the video, we discussed my spin-off investing diligence process and some resources that would be helpful to those doing their own spin-off research. Feel free to skip to 4:53 of the video unless you want to hear me talk [...]

By |2020-02-27T16:26:55-05:00February 27th, 2020|Categories: Spin-off Market|0 Comments

Spin-off Links – January 2020

Spin-off Links - January 2020 Odds and Ends We are running a special sale through February 3rd. The code “save25” will get you 25% off an annual subscription. Sign up here! Is the snow and cold already getting to you? Come to the Moneyshow conference in Orlando! I will be giving a presentation on spin-offs. [...]

By |2020-01-31T09:48:02-05:00January 31st, 2020|Categories: Spin-off Links|1 Comment

Spin-off Links – December 2019

Spin-off Links - December 2019 Odds and Ends We are running a Friends and Family sale through December 23rd. The code "FandF" will get you 25% of an annual subscription. Sign up here! I was interviewed on Macro Ops. Check it out here. I really enjoyed talking with Brandon (the host) about the origins of [...]

By |2019-12-17T17:26:47-05:00December 17th, 2019|Categories: Spin-off Links|0 Comments

Spin-off Links – November 2019

Spin-off Links (November 2019) Recent Members Only Research Emmis Communications Spin-off Quick Summary CNH Industrial Spin-off Quick Summary IAC Group Spin-off (Match.com) Overview Ensign Group Spin-off (Pennant) Deep Dive Nuance Spin-off (Cerence) Deep Dive Recently Announced Spin-offs On October 31, 2019, Marathon Petroleum Corp (MPC) announced that it will spin off its retail gas station business, Speedway, [...]

By |2019-11-05T11:50:42-05:00November 5th, 2019|Categories: Spin-off Links|0 Comments

Spin-off Links – September 2019

Recent/Imminent Members Only Research Ensign Spin-off (Pennant) Deep Dive (September 30 publish date)  Nuance Spin-off (Cerence) Deep Dive AECOM Spin-off Quick Summary Golar LNG Spin-off - What’s It Worth? Madison Square Garden Spin-off - Deep Dive Kontoor Brands - Deep Dive   Recently Announced Spin-offs On September 3, 2019, CNH Industrial (CNHI), a global industrial [...]

By |2019-09-24T12:08:07-04:00September 24th, 2019|Categories: Spin-off Links|0 Comments

Come Hear Me Speak in Philadelphia

I will be speaking in Philadelphia on Saturday, September 28th at 11:45 at the Moneyshow Conference. Come hear me speak. Registration is free! My talk is titled: How to Profit from Stock Spin-offs I'm really excited to talk about spin-offs and to share my best ideas. You can register here: Free Registration  

By |2019-09-19T12:21:46-04:00September 19th, 2019|Categories: Live Event|0 Comments

Spin-off Links – August 2019

Recent Members Only Research Golar LNG Spin-off - What’s It Worth? Madison Square Garden Spin-off - Deep Dive Corteva - Deep Dive Kontoor Brands - Deep Dive Riviera Resources - Notes from Meeting with Management Insurance Auto Auctions - Deep Dive August 2019 - Spin-off Links Recently Announced Spin-offs On July 29, 2019, Pfizer (PFE), [...]

By |2019-08-29T13:12:54-04:00August 29th, 2019|Categories: Spin-off Links|0 Comments

How to Front Run the Index

How to Front Run the Index Printable PDF Version I had just finished my third cup of coffee as the market opened. I settled into my chair and watched the early price action of Kontoor Brands (KTB) on its first day of trading with eager anticipation. You see, one of my favorite things to do [...]

By |2019-08-28T18:02:28-04:00August 28th, 2019|Categories: Market Analysis|Tags: |2 Comments

Chewy is 15% Overvalued

Chewy is 15% Overvalued Background A subscriber recently asked me what I thought of Chewy (CHWY) so I spent some time digging into it. It was a fun exercise in part because it’s the opposite of what I typically look for. First, it was a recent initial public offering (IPO). IPOs are propped up by [...]

By |2019-08-12T14:21:15-04:00August 12th, 2019|Categories: Spin-off Analysis, Uncategorized|Tags: |2 Comments

Free Subscription to Our Newsletter

August Giveaway It's been a while since we've done a giveaway so.... We've decided to give away 5 annual subscriptions to the Stock Spin-off Investing Newsletter in August. Each subscription is a $419 value. Here's the deal. Sign up below. And then share your referral link with all your friends. For every person [...]

By |2019-08-07T15:51:17-04:00August 7th, 2019|Categories: Giveaway|0 Comments

Spin-off Links – July 2019

Spin-off Links (July 2019) Recent Members Only Research Golar LNG Spin-off - What’s It Worth? Madison Square Garden Spin-off - Deep Dive Corteva - Deep Dive Kontoor Brands - Deep Dive Riviera Resources - Notes from Meeting with Management Insurance Auto Auctions - Deep Dive Recently Announced Spin-offs On July 17, 2019, Ardagh Group (ARD), [...]

By |2019-07-25T10:11:23-04:00July 25th, 2019|Categories: Spin-off Links|0 Comments

Spin-off Links – June 2019

June 2019 - Spin-off Links Spin-off Resources Interview: My Spin-off Investment Process How Do Spin-offs Perform? Why Do Spin-offs Outperform? Recently Announced Spin-offs On June 17 2019, AECOM (ACM), announced that it would be spinning off its government management services business. The division generates ~$4BN in revenue which represents ~27% of total ACM revenue. The remaining [...]

By |2019-06-26T15:49:18-04:00June 26th, 2019|Categories: Spin-off Links|0 Comments

Why Do Spin-offs Outperform?

Why Do Spin-offs Outperform? While not every spin-off will outperform (I’ve learned this lesson the hard way), on average, they do quite well. See below for long-term performance of Bloomberg spin-off Index vs. the S&P 500. What drives the outperformance? Usually stock spin-offs begin trading at a low valuation. This occurs for a couple [...]

By |2019-07-01T14:40:01-04:00June 7th, 2019|Categories: Spin-off Market|4 Comments

Spin-off Links – May 2019

Spin-off Links - May 2019 Recent Members Only Research VF Corp - Kontoor Brands Spin-off Deep Dive Arlo - Good First Quarter Results DowDuPont - Initial Thoughts on DowDuPont’s Corteva Spin-off KAR Auction Services - Spin-off (IAA) Deep Dive Spin-off Resources An interview where I discuss my best and worst spin-off investments as [...]

By |2019-05-28T10:39:41-04:00May 28th, 2019|Categories: Spin-off Links|0 Comments

My Interview on Investing in Stock Spin-offs

My Interview on Investing in Stock Spin-offs Last week, I had the pleasure of speaking with Greggory Miller of Spin-off Investing Simplified. It was a great conversation and Gregg was kind enough to record the conversation. I've posted segments of the interview below for those who are interested. Why Invest in Stock [...]

By |2019-05-13T13:19:27-04:00May 13th, 2019|Categories: Spin-off Market|0 Comments

Spin-off Links – April 2019

Spin-off Links - April 2019 Recent Members Only Research Alcon Spin-off Thoughts New Dow Spin-off Analysis Livent Spin-off Overview KAR Auction Services Spin-off (IAA) Deep Dive Recently Announced Spin-offs On March 25, 2019, Naspers (NPSNY) announced that it will be spinning off its stake in Tencent (TCEHY) and other internet assets by the [...]

By |2019-04-29T10:51:21-04:00April 29th, 2019|Categories: Spin-off Links|0 Comments

Spin-off Links – March 2019

Spin-off Links - March 2019 Recent Spin-offs On February 8, Henry Schein (HSIC) spun off its animal animal health business and then immediately merged it with Vet’s First Choice to create a new company called Covetrus (CVET). The stock opened at $41 and has declined to $33.69. It’s still expensive trading at 19.2x [...]

By |2019-03-11T15:58:50-04:00March 11th, 2019|Categories: Spin-off Links|1 Comment

Eli Lilly / Elanco Animal Health: An Opportunity to Make $890 in a Week

LLY / Elanco Exchange Offer [This article was published to my premium subscribers last week, but I released it to the public to share the type of analysis that is available for premium subscribers.] Summary The LLY/ELAN exchange offer represents a very low risk way to make $890 in two weeks. My expected return [...]

By |2019-03-04T13:08:06-05:00March 4th, 2019|Categories: Spin-off Analysis|Tags: , |15 Comments

United Technologies – Spin-off Deep Dive

Summary On a sum-of-the-parts basis, UTX  is currently undervalued by ~20%. While it will take time for the value to be unlocked, the stock looks attractive at current levels. The break-up is schedule to be complete by mid 2020. Background Way back in August 2017, rumors first started to emerge that activist investors [...]

By |2019-02-22T08:14:04-05:00February 22nd, 2019|Categories: Spin-off Analysis|Tags: |0 Comments

Spin-off Links – January 2019

Stock Spin-off Links Update on Premium Service For a limited time, we are offering a 7 day free trial. Take advantage today as this opportunity will expire on Thursday, January 31. Stock spin-off recommendations published on the site have generated a 50.0% return versus the S&P 500 at 14.9% over the same time [...]

By |2019-01-28T23:28:27-05:00January 28th, 2019|Categories: Spin-off Links|0 Comments