Last week witnessed strong insider buying into a forgotten John Malone split-off (LILA), newly announced Spinoffs added to the calendar (TIVO and ENSG) as well as Alerts on the upcoming Spinoff of VF Corp (VFC) and Kontoor Brands, Inc. (KTB) this week. Due to the amount of index selling, we expect weakness in KTB post-Spin, and investors should judge their involvement based on our valuations. Click here for more.The Weekly Idea Generators is a concise and streamlined document provided for you with critical updates to our coverage of Spinoff and Special Situation ideas.
The top section details the most recent releases, complete with links to those alerts. The bulk of the new Idea Generator consists of our top conviction ideas that are currently on our radar, found in the middle section. Finally, the third section contains a selection of ideas that we have currently under analysis, along with links to the most recent Event Previews.