November 30, 2015

Inside This Issue


Going Separate Ways

Murray Stahl, Horizon Kinetics; Joe Cornell, Spin-Off Advisors; Jeff Markunas, The London Company; Jim Roumell, Roumell Asset Management

Corporate spinoff activity, today at historically high levels, has proven fertile ground for market inefficiency. Why is that so, and how can discerning investors separate the wheat from the chaff in sifting through prospects?

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Strength in Numbers

Ken Burgess, Systematic Financial Management

Ken Burgess of Systematic Financial Management explains his streamlined take on business quality, why one beaten-down sector in particular has attracted his attention, why his portfolios are more diversified rather than less, and what he thinks the market is missing in Michael Kors, Steve Madden, Control4, Continental Building Products and Regal Beloit.

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A Fresh Look: Keysight

Positive dynamics of spinoffs can take time to manifest. Shareholders here are still waiting.
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Uncovering Value: Sino Land

What “unprecedented” distinction makes this real estate company worthy of attention?
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Editor’s Letter

Food for thought for the contrarian, even cynical, investor.
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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John Heins co-founded Value Investor Media, Inc. in 2004 and since then has served as its President and as the Editor-in-Chief of Value Investor Insight. In 2016 he took on an additional role as a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.