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Stephen Rosenman » Comments » ACL

  • Alcon Delivers, Moves Ever Closer to $181 [View article]
    ACL up 0.05%
    Its closest eye competitor Allergan (AGN) down 4.87%
    ACL's great quarter buried in an ugly market today in which QQQQ down 2.24%, SPY down 1.89%.
    Oct 28 21:18 pm |Rating: +1 0 |Link to Comment
  • Partial Spinoffs: The Progeny Beat the Parents [View article]
    finance.google.com/fin...
    Feb 25 20:28 pm |Rating: +1 0 |Link to Comment
  • Partial Spinoffs: The Progeny Beat the Parents [View article]
    Going by what has happened at CY/SPWR and NSRGY/ACL the parent company does not reap much of a benefit. It's just awfully hard for the slower growing parent to gain on its fast growing spin off. CY has actually been selling SPWR shares but CY's stock price has lagged SPWR. Nestle's has been free to sell or spin off more shares of ACL. EMC is just ending the lockup but has declared its not going to sell VMW shares in the near future. The message is that, when a company only partially spins off a fast growing division, you should buy the offspring and not the parent.
    The graph of NSRGY/ACL above actually should be the ADR not the pink sheet one. ACL in that graph handily beats Nestle's. (see GOOGLE graph ACL vs. NSRGY).
    Feb 25 20:18 pm |Rating: +1 0 |Link to Comment
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