Standby for Our Newest Segment!

As the last post has foreshadowed, the next value stock ideas we will be posting will be focused on special situations. The following are companies that will be written up in the coming weeks:

Marathon Petroleum (MPC), with emphasis on the upcoming Speedway spin-off (convenience stores)

American Outdoor Brands (AOBC), with emphasis on the upcoming Smith & Wesson spin-off (guns & rifles)

HP Inc (HPQ), with emphasis on the tender offer made by Xerox

Titan Technologies (TIVO), with emphasis on the potential spinoff of its products business


Edit: We no longer feel that AOBC presents an opportunity, as its outdoor segment shows paltry growth. In addition, we do not feel comfortable with some of AOBC's accounting practices.

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