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Stock Consideration Change Report
Seven new names added to Sell Watch list, GM moves to Buy Watch.
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Stock Consideration Change Report
Whirlpool moves into Undervalued territory earning a Buy Watch status. O’Reilly Automotive moves to Sell consideration.
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Model Changes – USA Portfolio
Macy’s goes Overvalued and Kindred Healthcare is taken private by TPG. Applied Materials added.
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Stock Fair Value Changes
WW Granger and SL Green Realty earn increases in fair value.
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Merger: AXA acquires XL Group [XL]
AXA has agreed to buy XL Group [XL] for $57.60/share. This is a price represents a 28% premium over fair value. This is a reasonable offer.