Value Investing News - TYC - Comments

George, This was mentioned

Nick — Sat, 09 Jun 2007 14:59:11 -0400

George,

This was mentioned at VIC; however, he did not give specific instructions. He did give some tips on how to identify the most attractive of the 3 post spinoff companies (Think sum of parts DCF analysis). IIRC all of them were attractive it really depends on the investors opinions of the companies moving forward. That said I remember him saying that he had LEAPs for TYC I am unsure if they were OTC LEAPs or custom.

Tyco LEAPs

George — Fri, 08 Jun 2007 20:38:52 -0400

Hi Nick,

Where did Whitney say this? Was it at the Value Investing Congress West? Is the idea to buy LEAPs of Tyco before the spinoff or to try to find LEAPs of the new companies after the spinoff?

George, Whitney said that

Nick — Fri, 08 Jun 2007 19:19:07 -0400

George,

Whitney said that LEAPs will be an attractive way to take advantage of this opportunity.

I'll be watching the Tyco

George — Thu, 07 Jun 2007 22:41:38 -0400

I'll be watching the Tyco spinoff real closely.