Oscar Schafer - Seeking Alpha 'Oscar Schafer' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/oscar-schafer Barron's Mid-2007 Analyst Roundtable http://seekingalpha.com/article/38540-barron-s-mid-2007-analyst-roundtable?source=feed 38540 signing up here:

Room to Run by Lauren R. Rublin

Summary: Barron's 2007 mid-year roundtable survey of influential fund managers. Their picks:

]]> Sun, 17 Jun 2007 07:02:14 -0400 Bill Gross signing up here:

Room to Run by Lauren R. Rublin

Summary: Barron's 2007 mid-year roundtable survey of influential fund managers. Their picks:


Complete Story »]]> AAPL AEO APOL BIDU C CSG CVC EFA ENDP HINKY.PK HLT IMOS NETL PFN RIMM SQA.A ULUR.OB USM VLO WFC XLY Bill Gross SA Editor Eli Hoffmann Archie MacAllaster Felix Zulauf John Neff Scott Black Meryl Witmer Marc Faber Mario Gabelli Oscar Schafer Fred Hickey Art Samberg Abby Joseph Cohen Still Confident in Sally Beauty's Intrinsic Value http://seekingalpha.com/article/25493-still-confident-in-sally-beauty-s-intrinsic-value?source=feed 25493 Barron’s 2007 Roundtable article. Sally Beauty Holdings was one of Oscar Schafer’s picks for this year’s roundtable.

Oscar Schafer is Managing Partner of O.S.S Capital Management. Looking back at his 2006 roundtable picks, I noticed his picks performed exceptionally well over the past year. His past picks included two spin-off stocks, CBS (CBS) and Tyco International (TYC). Tyco was actually his worst performing pick for 2006, gaining only 1.4%. This might be in part because Tyco did not successfully complete its spin-offs last year. In 2006, he also picked FNX Mining (TSE: FNX), Flamel Technologies (FLML), and Schwarz Pharma (FRA: SRZ) gaining 23.5, 51.9, and 80.5 percent respectively.

Schafer mentioned that he finds opportunities in spinoffs. As my readers know here, I’m also a big fan of spinoffs. In addition to picking Sally Beauty this year, Schafer also picked Avis Budget Group (CAR), which spun off from Cendant. I had owned another Cendant spinoff, Realogy (H) that performed very nicely for me.

]]> Tue, 30 Jan 2007 05:43:42 -0500 Fat Pitch Financials Fat Pitch Financials submits: Sally Beauty Holdings (SBH) was up 4.65% today, January 29, 2007. Part of the reason for Sally Beauty’s stock price rise yesterday may be due in part to this past weekend’s Barron’s 2007 Roundtable article. Sally Beauty Holdings was one of Oscar Schafer’s picks for this year’s roundtable.

Oscar Schafer is Managing Partner of O.S.S Capital Management. Looking back at his 2006 roundtable picks, I noticed his picks performed exceptionally well over the past year. His past picks included two spin-off stocks, CBS (CBS) and Tyco International (TYC). Tyco was actually his worst performing pick for 2006, gaining only 1.4%. This might be in part because Tyco did not successfully complete its spin-offs last year. In 2006, he also picked FNX Mining (TSE: FNX), Flamel Technologies (FLML), and Schwarz Pharma (FRA: SRZ) gaining 23.5, 51.9, and 80.5 percent respectively.

Schafer mentioned that he finds opportunities in spinoffs. As my readers know here, I’m also a big fan of spinoffs. In addition to picking Sally Beauty this year, Schafer also picked Avis Budget Group (CAR), which spun off from Cendant. I had owned another Cendant spinoff, Realogy (H) that performed very nicely for me.


Complete Story »]]> SBH Fat Pitch Financials Oscar Schafer Barron's 2007 Analyst Roundtable, Part III http://seekingalpha.com/article/25304-barron-s-2007-analyst-roundtable-part-iii?source=feed 25304 signing up here:

ANALYST ROUNDTABLE: Multiple Choices by Lauren R. Rublin

]]> Sun, 28 Jan 2007 09:41:30 -0500 SA Editor Eli Hoffmann signing up here:

ANALYST ROUNDTABLE: Multiple Choices by Lauren R. Rublin


Complete Story »]]> AAPL AN AZO BF.A CAR CRESY CVC ENR FLML GATX GDNNY.PK GIS HLYS IAI IFF KALU LRCX MSFT MYY NAV RIMM SBH SHPGY SLV SQA.A TESO TXI WMI SA Editor Eli Hoffmann Meryl Witmer Marc Faber Mario Gabelli Oscar Schafer Fred Hickey One Page Barron's Summary 6/19/06 http://seekingalpha.com/article/12536-one-page-barron-s-summary-6-19-06?source=feed 12536 Here's a one page summary of leading stories from this weekend's (June 19) Barron's (paid sub. req.), noting stocks to watch for Monday morning when the market opens and brief comments on the Barron's articles. Note: clicking on a stock ticker pulls up opinion, analysis and a quote for that stock; clicking on a headline takes you to the full Barron's article (paid sub. req'd.).

2006 Roundtable: Second-Half Outlook

]]> Mon, 19 Jun 2006 20:40:47 -0400 Archie MacAllaster Here's a one page summary of leading stories from this weekend's (June 19) Barron's (paid sub. req.), noting stocks to watch for Monday morning when the market opens and brief comments on the Barron's articles. Note: clicking on a stock ticker pulls up opinion, analysis and a quote for that stock; clicking on a headline takes you to the full Barron's article (paid sub. req'd.).

2006 Roundtable: Second-Half Outlook


Complete Story »]]> AAI ABB AMKR APA ARW COF CSG DHI DRC DRL DTPI EBAY FWLT JBLU KOSP LCAPA LYO MEG MRVL MSFT MU MWA NEM NYX ORCL OVTI POZN RTP SVU TASR TG TRBCQ.PK VALE WLL YRCW Archie MacAllaster John Neff Scott Black Meryl Witmer Marc Faber Mario Gabelli Oscar Schafer Art Samberg Abby Joseph Cohen Oscar Schafer: Flamel Tech Has Room To Run (FLML, GSK) http://seekingalpha.com/article/6057-oscar-schafer-flamel-tech-has-room-to-run-flml-gsk?source=feed 6057 In the annual Barron's Roundtable of leading investment pros, Oscar Schafer, proprietor of O.S.S. Capital Management, sees ongoing opportunity in the stock of biopharmaceutical firm Flamel Technologies (FLML):

In June 2003 I recommended Flamel Technologies at $11.65. Since then, there have been several positive developments only partially reflected in the stock at $19.72. A world-class board has been put in place. A new CFO has joined from Aventis. The company is financially stronger and has nearly $4 a share in cash. Its two technologies have completed additional human clinical trials, and the first major product is expected to launch later this year.

]]> Tue, 24 Jan 2006 03:06:30 -0500 Oscar Schafer In the annual Barron's Roundtable of leading investment pros, Oscar Schafer, proprietor of O.S.S. Capital Management, sees ongoing opportunity in the stock of biopharmaceutical firm Flamel Technologies (FLML):

In June 2003 I recommended Flamel Technologies at $11.65. Since then, there have been several positive developments only partially reflected in the stock at $19.72. A world-class board has been put in place. A new CFO has joined from Aventis. The company is financially stronger and has nearly $4 a share in cash. Its two technologies have completed additional human clinical trials, and the first major product is expected to launch later this year.


Complete Story »]]> FLML GSK Oscar Schafer Oscar Schafer: CBS Is 'Inexpensive' At Current Levels (CBS) http://seekingalpha.com/article/6000-oscar-schafer-cbs-is-inexpensive-at-current-levels-cbs?source=feed 6000 In the annual Barron's Roundtable of leading investment pros, Oscar Schafer, proprietor of O.S.S. Capital Management, sees opportunity in diversified media corporation CBS at its current level:

CBS was spun out of Viacom [VIA] earlier this month. The company has TV, radio, outdoor advertising, amusement parks and publishing. It is the cheapest large media stock, despite terrific assets, potential growth engines and a superior management team led by Les Moonves. Moonves is unique in the media business, as comfortable with the analytical side of the business as the creative side. There is a lot of opportunity to improve profitability. Moonves turned around the CBS network, making it No. 1 in primetime ratings and profitability. Now he'll focus on news.

]]> Mon, 23 Jan 2006 00:31:18 -0500 Oscar Schafer In the annual Barron's Roundtable of leading investment pros, Oscar Schafer, proprietor of O.S.S. Capital Management, sees opportunity in diversified media corporation CBS at its current level:

CBS was spun out of Viacom [VIA] earlier this month. The company has TV, radio, outdoor advertising, amusement parks and publishing. It is the cheapest large media stock, despite terrific assets, potential growth engines and a superior management team led by Les Moonves. Moonves is unique in the media business, as comfortable with the analytical side of the business as the creative side. There is a lot of opportunity to improve profitability. Moonves turned around the CBS network, making it No. 1 in primetime ratings and profitability. Now he'll focus on news.


Complete Story »]]> CBS Oscar Schafer