Top Activist Advisor Exposes Next Spinoff Targets – BAYN, JCI, SNE, PEP, CHK
NEW YORK & LONDON -- November 19, 2013
Top Activist funds and leading value advisors like TSR, expect 2014/15
Spinoffs to distinctly outperform the market as an asset class. Big companies
have just got a lot bigger this year. Despite this, break-ups are predicted to
surge due to varying performing parts, a lack of synergies and management
strategy changes desired by smart investors. A few recent examples being:
Nelson Peltz on PepsiCo (PEP), Carl Icahn with Chesapeake Energy (CHK), and
Dan Loeb on Sony Corp (SNE). All three have value to be unlocked.
So top activists and global value funds are working with TSR, using their
fundamental analysis and six year recommendation track record to predict what
companies are best to target or approach to break-up.
“Keeping it simple”, says Ryan Mendy of TSR; “our analysis recognizes a year
out prior to a Spinoff that it’s worth more than investors are fundamentally
and technically valuing it now”.
TSR’s latest research of Spinoff targets can be directly obtained here.
Two examples of their one hundred targets.
From Europe, TSR’s research finds that German based Bayer AG (ETR: BAYN /
$105bn) can release value via doing a Spinoff of its Material Science segment
from its core Pharmaceuticals business. Secondly, from the US; with new
management now in, Johnson Controls, Inc. (NYSE: JCI / $29bn) could do a
three-way Spinoff releasing shareholder value akin to ITT recently; breaking
up its Technology, Power and Automotive divisions.
In a recent market survey of leading funds, it is believed stocks are [with
markets so high] now in unchartered territory and that next year  will
expose just how much high quality idea generation, research and servicing by
advisors will be needed to protect portfolios from underperforming a lower
expected growth market.
To contact TSR to review samples of their institutional analysis or pricing,
click here. They also have a Free Newsletter that you can sign-up to for
alerts on new Spinoffs.
CEO, The Spinoff Report
+1 (212) 714 7046
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