CGI Value Focus
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Exclusive ideas from our hand-picked best-in-class value investors and managers, plus a 7-year, real-money, market-beating value portfolio! For the hands-on investor or money manager who wants more ideas, analyzed and following closely, from a world beyond the take-themselves-way-too-seriously furrowed brows of the Sites You Know.

CGI Doug

Everybody Likes a Spin-off
Jul 27, 2010
Spin-offs, the process of divesting or “spinning-out” part of a company into a separate company and giving shares in the new company to the owners of the old, is a special treat for value investors.

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George

Compelling Tender Offer
Jul 16, 2010
Now that we have finished up deals involving a going private transaction -- Boss Holdings (BSHI) -- and a merger -- Sterling Banks (STL) -- I thought that you might be ready for a new type of special situation.  This time, I uncovered an attractive tender offer.

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Ragu Chandrasekaran

The state of the Indian Railways and investing implications
Jun 25, 2010
I finally found the article I was looking for on The Wall Street Journal Online (WSJ).

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