How to realize big benefits from a holding company discount

How to realize big benefits from a holding company discount

A holding company discount represents a great hidden opportunity for investor profit
Even in 2020, a holding company discount is a little-understood phenomenon in finance. It represents a special kind of hidden asset and source of potential profit for investors in holding companies.

A holding company is… Read More

Resist any urge to sell top picks

As I’ve said since mid-March, I suspect the bulk of the damage to the stock market may already be behind us. Obviously, I could be wrong. I’ll explain why and say more over the next few weeks in our newsletters and weekly Hotlines.
Meanwhile, I advise… Read More

Two of these picks just raised your dividends

GREAT-WEST LIFECO INC. $24 remains a hold. The company (Toronto symbol GWO; Conservative Growth Payer Portfolio, Finance sector; shares outstanding: 928.9 million; Market cap: $22.3 billion; Dividend yield: 7.3%; Dividend Sustainability Rating: Above Average; www.greatwestlifeco.com) is Canada’s second-largest life insurer, after Manulife Financial. It also offers mutual funds and… Read More

Investors should gain from this breakup

In March 2019, activist investment firm Sachem Head Capital Management announced that it had acquired 8.9% of Eagle Materials. It now owns around 7% of the company.
Sachem originally pushed the company to sell its fracking sands business, which has struggled in recent years as oil… Read More

Fuel your returns with these spinoffs

New spinoff stocks often drift sideways for a few years until building a history of earnings and attracting analysts.
As a new spinoff from Danaher, Envista is still an attractive choice for aggressive investors. However, we’re less confident about Match Group’s short-term prospects even as parent… Read More

Investors expect low takeover offer

ED ROBIN GOURMET BURGERS INC. $5.18 is a sell. The company (Nasdaq symbol RRGB; Consumer sector; Shares outstanding: 12.9 million; Market cap: $66.8 million; No dividend paid; Takeover Target Rating: Highest; www.redrobin.com) is a casual dining chain with 556 Red Robin restaurant locations in the U.S. and Canada. About… Read More

How you should proceed

In a sudden and deep stock-market drop like the one of the past few weeks, it’s all too easy to respond impulsively or go to extremes. You may feel a temptation to sell all your stocks and “wait for things to settle down” before going… Read More