For this week’s Investor Hour, we’re proud to bring you Jim Osman, founder and chief vision officer of consulting group The Edge.
News & Press
Stansberry Investor Hour (Podcast) – How To Gain an Analytical and Behavioral Edge in Investing
Sep 12, 2022
Bloomberg – AIG Defies Punishing Run for IPOs With Year’s Biggest
Sep 9, 2022
The biggest US initial public offering this year appears to be designed to withstand turbulent times, meaning it should snap an eight-month drought in listings from the largest firms in the pipeline. American International Group Inc. is offering up to $1.92 billion of shares of its life and retirement business, Corebridge Financial Inc., according to a filingthis week, terms that indicate marketing has formally begun. After delaying the deal because of market volatility, the firm stuck with a.
Ziff Davis is a Top Pick Among Fallen Spinoffs
Sep 8, 2022
We have analyzed more than 80 names to short list the ones which we felt compelling and undervalued — and have re-examined them as investment opportunities at current levels, explains Jim Osman, Founder & CEO of The Edge. As a result, we have determined that Ziff-Davis (ZD) — an Internet services firm — ranks as a current top pick among the “fallen” spinoff stocks. We note that the shares are down 33% year-to-date.
Wall Street Analysts Rate Stocks With a Variety of Labels. Here’s How to Read Them.
Sep 2, 2022
Ratings can be confusing. Analysts slap Buy, Strong Buy, Sell, Underperform, Neutral or other labels on stocks, but investors should realize that, really, there’s just Buy or Don’t Buy. Consider 3M (ticker: MMM). Its shares are down roughly 50% from their record high, hit in 2018—and it isn’t difficult to see why. 3M is supposed to earn roughly the same amount in 2023 that it did in 2018, while sales have grown at a less-than-robust 2% clip over the past decade. The company is also dealing with.
Hillenbrand Should Spinoff Its Casket Business. It Would Mean 50% Upside For Shareholders.
Aug 15, 2022
As humans, we find death a difficult topic as it brings up a lot of feelings of anxiety, fear and awkwardness. As well as sadness. It’s extremely unsettling to think of our mortality. We tend to put it out of our minds, but as with taxes, death is an absolute certainty, as Mr. Benjamin Franklin so succinctly put it.
AMTD Digital Plunges Nearly 50%—Stay Away From This ‘Absolute Scam,’ Expert Warns
Aug 4, 2022
Story by Sergei Klebnikov: Shares of Hong Kong fintech firm AMTD Digital continued to plunge on Thursday, crashing for a second day in a row after rising more than 21,000% since its July IPO, with experts calling it a new meme stock and warning investors to stay away from the stock as its valuation looks like “an absolute scam.”
Bloomberg – J&J’s Consumer Unit Spinoff Faces Rocky Route to IPO
Jul 22, 2022
Johnson & Johnson said this week it is considering an initial public offering for its consumer unit. Investors may not be so keen. J&J could carry out an IPO, Chief Financial Officer Joseph Wolk told Bloomberg Markets Tuesday, or the company could do a separation that leaves the unit entirely in the hands of its current shareholders and avoids the taxes involved in a public offering.
Crashing Stock Markets Can Provide Opportunity For Longer Term Gains. But Do You Have The Stomach For It?
Jun 24, 2022
Sir John Templeton was a twentieth century American-born British investor, banker and fund manager. He entered the mutual fund market and created the Templeton Growth Fund, which averaged growth over 15 percent per year for 38 years. He once said, “To buy when others are despondently selling and to sell when others are avidly buying requires the greatest fortitude.” Warren Buffett also once said that it is wise for investors to be “fearful when others are greedy, and greedy when others are.
Bloomberg – Kellogg’s Spinoffs May Create Value Out of Thin Air
Jun 22, 2022
Spinoffs are meant to unlock unrecognized value, but a plan by Kellogg Co. might be taking that strategy to new levels. Kellogg’s core business — or what’s left of it after a pair of spinoffs announced on Tuesday — could be worth more than the current value of the combined entity, according to a research firm that specializes in such transactions. The separation plan is just the latest example of large conglomerates addressing the pain of slower growth and higher interest rates that have.
Bloomberg – Spinoff Trade Shows Resilience in a Desolate Market
Jun 15, 2022
Investment bankers bemoaning the dearth of large stock offerings this year can take comfort from one relatively robust area of the market: the spinoff of units by larger companies. Tax-free spinoffs are outperforming other newly listed stocks, as well as the broader market, during this year’s volatility. That’s partly due to a lack of selling pressure from retail investors who’ve unloaded other new stocks en masse.