Rich Howe

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So far Rich Howe has created 79 blog entries.

Interview with Jim Royal on Thrift Investing

Interview with Jim Royal on Thrift Investing Last week, I had the pleasure of interviewing Jim Royal, on his new book, The Zen of Thrift Conversions. You can watch the entire interview at the bottom of this page. I highly recommend his book which you can purchase here. Also, be sure to check out [...]

By |2020-11-23T16:51:13-05:00November 23rd, 2020|Categories: Interview, Thrifts|0 Comments

Why You Should Invest in NLSN

Why You Should Invest in NLSN This article was written by Charlie Waters. Charlie has been in the online content world for over 25 years as a freelance writer, covering a wide variety of topics. As an investor, you should track as many companies as possible to be able to spot attractive opportunities. The key [...]

By |2020-11-13T07:35:23-05:00November 10th, 2020|Categories: Guest Post|Tags: |0 Comments

Spin-off Links – August 2020

Spin-off Links - August 2020 Recently Announced Spin-offs Aaron’s Inc. (AAN), a leading omnichannel provider of lease-purchase solutions, announced that it intends to split into two companies: Progressive Leasing and the Aaron’s Business. The spin-off is expected to be completed by the end of the year. Progressive Leasing is Aaron’s division which partners with third party [...]

By |2020-08-31T10:51:41-04:00August 31st, 2020|Categories: Spin-off Links|0 Comments

Spin-off Links – July 2020

Spin-off Links - July 2020 Recently Announced Spin-offs On July 15, 2020, Dell Technologies (DELL), announced that it is exploring spinning off its 80.1% stake in VMWare (VMW). This transaction has long been rumored and makes a lot of sense. Currently, Dell has a market cap of $44BN and its VMW stake is worth $47BN. Dell [...]

By |2020-07-23T07:28:25-04:00July 23rd, 2020|Categories: Uncategorized|0 Comments

Spin-off Links – June 2020

Odds and Ends We are running a special 25% off sale on annual subscriptions to our premium newsletter, Stock Spin-off Investing. Just enter code “oddlot” to save 25%. Sign up here! The coupon expires Friday, June 12, 2020 at 5pm ET. Recently Announced Spin-offs On March 16, 2020, Sharp Corporation (SHCAY), announced that it would be [...]

By |2020-06-07T13:21:56-04:00June 7th, 2020|Categories: Spin-off Links|0 Comments

Lessons Learned Shorting Micro-Caps

Lessons Learned Shorting Micro-Caps In March, I wrote the article: Ticker Confusion Leads to Opportunity Short ZOOM. This is a follow- up article to share: How the trade worked out. Lessons learned. In short (pun intended), the trade worked. I was able to short 800 shares of ZOOM on March 17, 2020 at an average [...]

By |2020-04-29T09:26:45-04:00April 29th, 2020|Categories: Market Analysis|Tags: , |0 Comments

Spin-off Links – April 2020

Spin-off Links - April 2020 Before we get into the spin-off news, I want to highlight several deep dives that we’ve recently published for our premium subscribers: Otis Spin-off Deep Dive Carrier Spin-off Deep Dive Arconic Spin-off Deep Dive Howmet Aerospace Deep Dive Recently Announced Spin-offs On February 24, 2020, Sanofi (SNY) announced that it will [...]

By |2020-04-14T09:24:41-04:00April 14th, 2020|Categories: Spin-off Links|1 Comment

Interview with 8020 Connect

We recently had the opportunity to speak  with Ernest Granson of 8020 Connect. The topic of our conversation? Spin-offs of course! In the conversation we covered: How do spin-offs benefit individual investors? How have spin-offs performed as an "asset class"? Why 2019 spin-offs underperformed. Why spin-offs usually start trading at low valuations. Why operational [...]

By |2020-04-09T19:12:11-04:00April 9th, 2020|Categories: Interview|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

Spin-off Links – 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 |2020-04-14T09:20:01-04:00March 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|1 Comment

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
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