Where Stock Activism is Surging – Undervalued Spinoff Stocks, TSR – Merck,
Bayer, Beiersdorf, B/E Aerospace and BG Group
NEW YORK -- May 6, 2014
There’s a select number of stocks that are “simply mispriced and misunderstood
for their unlocking value”, says Ryan Mendy, COO of TSR, the world’s leading
corporate restructuring research specialists. “A few percent of all global
listed corporations need real investigating, that’s what we analyze, as many
stop performing and could be managed better, providing enormous growth
opportunities for investors”, he continued.
With activism on the rise sharply, especially outside the US, the most
significant value creator is via the call for a near-term Spinoff [separation]
of a potentially valuable segment. TSR have released to their exclusive club
of asset management clients only, a year-long research study of the ‘top
corporate break-ups yet to be announced’.
A preview of one hundred plus companies include, one of the world's largest
makers of aircraft interiors, B/E Aerospace (BEAV); global natural gas giant
and FTSE listed, BG Group (BG); global health care giant, Merck (MRK);
leading healthcare and medical products player, Bayer (BAYN) ‘apparently,
regardless of today’s deal with Merck’; and consumer products giant,
Beiersdorf AG (BEI).
Investors can click here to request / discuss the report.
But is activist investing good for investors? “Over time, investors that have
bought parent companies that have then broken-up an entity have witnessed
returns that have been multiple times that of any benchmark”, says Mendy.
The likes of Carl Icahn, Bill Ackman and Tom Sandell have recently defended
their renowned investment styles. A key message being promoted is that they
don’t buy stock of companies for the short-term in the hope of driving the
stock prices high for a quick exit and booked profit. With Ackman ultimately
noting Pershing Square holds its investments through the proposed turnaround,
and are as such relatively long-term supporters of companies.
So like it or not, activism will continue to rise as investors realize
valuation opportunities. If proof is needed for a track record of performance,
you can see why investors are budgeting to retain TSR’s research; its 6 year
track record of recommendations has beaten the S&P 500 by over 4 times since
The Spinoff Report^®
Jim Osman, CEO
+1 (212) 714 7046
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