ValueArtifex
Value, growth at reasonable price, small-cap, long-term horizon

Chemed Corporation: Watch This One For A Chance At A Great Spin-Off

If you have been following my articles you will notice I am often attracted to companies that own other companies. Better still, companies with subsidiaries operating in wholly different sectors of the economy, providing the parent with a degree of insulation against sector-based volatility and investors with the potential for a latent value realizing event.

Spin-off candidates are good to watch because of the potential for hidden value being unlocked either voluntarily by the companies themselves through a divestiture or distribution by means of activist involvement.

One of the companies that I have been following lately has been the Chemed Corporation (NYSE:CHE). Chemed is a diversified holding company that operates two subsidiaries in very different businesses. Going forward...

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