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Graham & Doddsville Revisited

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Monday, August 21, 2006. Long case for Realogy (H). Which was recently spun-off from Cendant is the largest listed provider real estate and relocation services in the United States and internationally. It operates in four segments: Real Estate Franchise Services, Company Owned Real Estate Brokerage Services, Relocation Services, and Title and Settlement Services. Post spin-off dynamics combined with ...

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Graham & Doddsville Revisited | graham-n-doddsville.blogspot.com Reviews
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Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Monday, August 21, 2006. Long case for Realogy (H). Which was recently spun-off from Cendant is the largest listed provider real estate and relocation services in the United States and internationally. It operates in four segments: Real Estate Franchise Services, Company Owned Real Estate Brokerage Services, Relocation Services, and Title and Settlement Services. Post spin-off dynamics combined with ...
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Graham & Doddsville Revisited | graham-n-doddsville.blogspot.com Reviews

https://graham-n-doddsville.blogspot.com

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Monday, August 21, 2006. Long case for Realogy (H). Which was recently spun-off from Cendant is the largest listed provider real estate and relocation services in the United States and internationally. It operates in four segments: Real Estate Franchise Services, Company Owned Real Estate Brokerage Services, Relocation Services, and Title and Settlement Services. Post spin-off dynamics combined with ...

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1

Graham & Doddsville Revisited: Sara Lee spinoff of Hanesbrands

http://graham-n-doddsville.blogspot.com/2006/08/sara-lee-spinoff-of-hanesbrands.html

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Thursday, August 10, 2006. Sara Lee spinoff of Hanesbrands. A few days ago Sara Lee finalized the spinoff of Hanesbrands to its shareholders. A few gleanings from the updated Form 10:. It seems to me that it would be to HBIs management’s advantage for its shares to trade down till their stock options are priced on the 15th trading day following the distribution date. I intend to hold on to my SLE sha...

2

Graham & Doddsville Revisited: Graham & Doddsville Revisted: Why Ive Created This Blog

http://graham-n-doddsville.blogspot.com/2006/07/graham-doddsville-revisted-why-ive.html

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Friday, July 07, 2006. Graham and Doddsville Revisted: Why Ive Created This Blog. After being an investor, in the Graham and Dodd tradition, for the past few years, I have decided to start postulating my rational for each investment I make, publicly on this blog. I run a real portfolio with real $ $. This portfolio is split in two based on the type of investment which I classify as:. I also run a vir...

3

Graham & Doddsville Revisited: Bought Sara Lee (SLE) at $ 16.10

http://graham-n-doddsville.blogspot.com/2006/07/bought-sara-lee-sle-at-1610.html

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Monday, July 10, 2006. Bought Sara Lee (SLE) at $ 16.10. A few days ago I initiated a small long position in Sara Lee. It seems to me that the street is being excessively pessimistic about Sara Lee’s prospects and is putting the entire firm on sale as if the issues facing the firm are going to continue far into the future. In You Can Be A Stock Market Genius Joel Greenblat writes companies that pursu...

4

Graham & Doddsville Revisited: July 2006

http://graham-n-doddsville.blogspot.com/2006_07_01_archive.html

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Thursday, July 13, 2006. GenCorp (GY): Paying fifty cents on the dollar. I guess by now you’re wondering why I like GenCorp and why I’ve just gone long GenCorp at $ 15.25? Given the fact that GenCorp has 51.51 million shares outstanding, the total value of land owned by GenCorp, if the land were to be split into finished lots and entitled is just over $ 2 billion at todays prices. Contrast th...We ha...

5

Graham & Doddsville Revisited: August 2006

http://graham-n-doddsville.blogspot.com/2006_08_01_archive.html

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Monday, August 21, 2006. Long case for Realogy (H). Which was recently spun-off from Cendant is the largest listed provider real estate and relocation services in the United States and internationally. It operates in four segments: Real Estate Franchise Services, Company Owned Real Estate Brokerage Services, Relocation Services, and Title and Settlement Services. Post spin-off dynamics combined with ...

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Graham & Doddsville Revisited

Graham and Doddsville Revisited. Value and Special Situations investing in the Graham and Dodd tradition. Monday, August 21, 2006. Long case for Realogy (H). Which was recently spun-off from Cendant is the largest listed provider real estate and relocation services in the United States and internationally. It operates in four segments: Real Estate Franchise Services, Company Owned Real Estate Brokerage Services, Relocation Services, and Title and Settlement Services. Post spin-off dynamics combined with ...

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