Dividend increase: Thomson Reuters

THOMSON REUTERS CORP. $68 (Toronto symbol TRI; Conservative Growth Dividend Payer Portfolio, Consumer sector; Shares o/s: 505.0 million; Market cap: $34.3 billion; Divd yield: 2.7%; Dividend Sustainability Rating: Highest; www.thomsonreuters.com) recently sold 55% of its Financial & Risk (F&R) business to a consortium led by Blackstone Group LP… Read More

Here’s our top spinoff pick for 2019

We first recommended Lamb Weston as a spinoff buy at $47 in our first issue of TSI Spinoffs, Takeovers and Special Situations. Since then—October 2017—the stock has risen 49%.
We feel Lamb Weston has more gains ahead as it continues to expand sales and profits. The company’s high… Read More

Spinoff Spotlight

VF CORP. $72 (New York symbol VF; Consumer sector; Shares outstanding: 396.8 million; Market cap: $28.6 billion; Dividend yield: 2.7%; Takeover Target Rating: Medium; www.vfc.com) is one of the world’s largest apparel suppliers.
The company will spin off its Lee and Wrangler jeans business in the first half of… Read More