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With the outbreak of COVID-19, shares of Chipotle and Restaurant Brands dropped alongside the market. But the two fast-food giants used smart strategies to support their businesses during the pandemic. Both are trading at all-time highs for our subscribers—and we think they still have further gains ahead....
PAGERDUTY INC., $24.54, is a buy. The company (New York symbol PD; TSINetwork Rating: Extra Risk) (www.pagerduty.com; Shares outstanding: 91.9 million; Market cap: $2.2 billion; No dividends paid) jumped recently on a report that the software maker is evaluating its options amid takeover interest from private equity firms....
We think the healthcare industry will enjoy great success over the next decade. But due to the nature of the business, results will vary widely and unpredictably from one company to another. A volatile market like the one we expect for healthcare stocks will include winners and losers....
Travel + Leisure continues to make savvy acquisitions to expand its offerings and stay ahead of rivals.
TRAVEL + LEISURE CO., $40.62, is a buy. The company (New York symbol TNL; TSINetwork Rating: Extra Risk) (www.travelandleisureco.com; Shares outstanding: 72.4 million; Market cap: $2.9 billion; Dividend yield: 4.4%) is now the world’s largest vacation ownership and exchange business....
TRAVEL + LEISURE CO., $40.62, is a buy. The company (New York symbol TNL; TSINetwork Rating: Extra Risk) (www.travelandleisureco.com; Shares outstanding: 72.4 million; Market cap: $2.9 billion; Dividend yield: 4.4%) is now the world’s largest vacation ownership and exchange business....
ADT INC., $6.78, is a buy. The company (New York symbol ADT; TSINetwork Rating: Extra Risk) (adt.com; Shares outstanding: 867.1 million; Market cap: $6.1 billion; Dividend yield: 3.2%) is a leading provider of monitored security products and services to customers in the U.S.
In December 2021, the company acquired Sunpro Solar for $825 million....
In December 2021, the company acquired Sunpro Solar for $825 million....
Shares of Fair Isaac have risen 84.8% for our subscribers over the last year—and a whopping 9,413.5% since we first recommended the stock in our February 1999 issue at $13.60 a share (split adjusted)! That said, we think the shares have room to move much higher.
The company plays a key role for lenders making mortgage underwriting decisions....
The company plays a key role for lenders making mortgage underwriting decisions....
You Can See Our Spinoff Stock Portfolio For March 2024 Here.
Why we like spinoffs so much
We think that spinoffs are the closest thing you can find to a sure thing for two main reasons:
1) The management of a parent company will only hand out shares in a subsidiary to its own investors if it’s all but certain that business, and the parent, will be better off after the spinoff.
2) Spinoffs involve a lot of work and legal fees....
PERFECT MOMENT LTD. $5.36 is a hold. The company (NYSE MKT [formerly the American Stock Exchange] symbol PMNT; Consumer sector; Shares outstanding: 15.8 million; Market cap: $84.7 million; Takeover Target Rating: Lowest; www.perfectmoment.com) specializes in premium-priced skiwear, such as jackets, sweaters and pants, as well as non-ski apparel like swim suits....
INDIGO BOOKS & MUSIC INC. $2.06 is a hold. The company (Toronto symbol IDG; Consumer sector; Shares outstanding: 27.8 million; Market cap: $57.3 million; No dividend paid; Takeover Target Rating: Lowest; www.chapters.indigo.ca) operates 172 bookstores, mainly under the Chapters and Indigo banners.
Indigo’s major shareholders, Gerald W....
Indigo’s major shareholders, Gerald W....
The shares of contract manufacturer Flex (formerly called Flextronics International) traded in a narrow range for most of the past 10 years. However, the stock started to move up in late 2022 when the company announced that it would spin off its solar panel tracking business, called Nextracker.
As with most spinoffs, we feel this split will ultimately benefit both companies....
As with most spinoffs, we feel this split will ultimately benefit both companies....