The Spin-Off Report - Institutional Research Group

Produced in collaboration with Horizon Kinetics, The Spin-Off Report monitors the progress of all U.S. spin-offs from announcement date through when-issued trading, and continues coverage through the first quarter of trading.  The Spin-Off Calendar, published monthly, monitors the status of every pending transaction, and “Flash” reports are published to inform clients of new spin-off announcements and any significant developments with spin-offs in queue.  The service provides comprehensive research reports with fair value estimates on both the spin-off and parent company prior to divestiture. Clients also receive the Bits & Pieces report; a monthly supplement to the service that identifies mispriced stub securities, tracking stocks and other arbitrage opportunities. The Spin-Off Report Compendium provides Murray Stahl with an effective forum to discuss the market environment for spin-offs as well investment ideas outside the traditional spin-off space, such as carve-outs, tracking stocks, and spin-offs that have fallen out of favor with investors.

  • > September 13, 2016
  • Honeywell International Inc.
  • Summary
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  • > March 16, 2016
  • Armstrong World Industries Inc.
  • Summary
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  • > October 30, 2015
  • Darden Restaurants, Inc (DRI)
  • Summary
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  • > May 18, 2015
  • Masco Corp. (MAS)
  • Summary
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  • > November 20, 2012
  • November 2012 Spin-Off Report Compendium
  • Summary
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  • > July 26, 2012
  • Comverse Technology Inc.
  • Summary
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  • > June 1, 2012
  • June 2012 Spin-Off Report Radar Screen
  • Summary
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  • > May 8, 2012
  • Alexander & Baldwin Inc.
  • Summary
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  • > January 1, 2012
  • January 2012 Spin-Off Report Calendar
  • Summary
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  • > September 28, 2011
  • General Growth Properties, Inc.
  • Summary
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  • > August 19, 2011
  • Marriott International Inc.
  • Summary
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