Weekly Update (WDC, SNDK, MRP, IAC)
Small caps generally trade between a 50% discount to the S&P 500 and a 50% premium. The current discount is 22%. Relative periods of outperformance...
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Weekly Update (MRP, WDC, HON, LGFA)
Honeywell International (HON)Â announced its plan to spin off its Advanced Materials business on October 8, 2024. Subsequently, on February 6, 2025,...
305 Views
Weekly Update (SNRE, HHH, ANGI, MRP)
This week, IAC Inc (IAC) provided an update on its Angi Inc (ANGI) spin-off plans. Previously, IAC had suggested that it would spin off ANGI but...
275 Views
Weekly Update (MEDXF, MAGN, LEN/MRP, MODG)
Comcast (CMCSA) announced in late 2024 that it would spin off a bundle of its traditional U.S. cable networks and related digital properties into...
157 Views
Weekly Update (JNJ, LEN/MLR, SOLS)
There is a good amount of froth in the market. The “Fear & Greed Index” has slipped into “Extreme Fear” which is usually a good...
471 Views