Vivendi: Extremely Undervalued, Long-Term Winner Could Unlock Value Through Spin-Off Or Asset Sale

Here’s my latest article entitled Vivendi: Extremely Undervalued, Long-Term Winner Could Unlock Value Through Spin-Off Or Asset Sale which has been published in seekingalpha.com

Check out some highlights below:

Vivendi (OTCPK:VIVHY) combines the world leader in video games (Activision Blizzard), the world leader in music (Universal Music Group), the French leader in alternative telecommunications (SFR), the Morrocan leader in telecoms (Maroc Telecom), the leading alternative broadband operator in Brazil (GVT), and the French leader in pay-TV (Canal+ Group). The previous information was taken from its website. I will get to further descriptions of the subsidiaries later.

For a discussion of the unsponsored Vivendi ADR , versus the foreign listing of Vivendi (OTCPK:VIVEF), view the comments on this article.

I have used two different valuation techniques for Vivendi. The first is an asset reproduction valuation done on 4-2-2012. All numbers are in millions of euros unless otherwise noted, except the per share numbers. Valuations were done using 2011 10-k..

These valuations are done by me, using my estimates, and they are not a recommendation for you to buy the stock.

The full article can be seen here.

Seekingalpha.com posted my article Alexander & Baldwin: Spin-Off Analysis And Valuations

Got another article posted on seekingalpha.com

Alexander & Baldwin: Spin-Off Analysis And Valuations

Alexander & Baldwin (NYSE:ALEX) is a Hawaiian company that has operations in two very distinct businesses that are about to be spun off into two separate companiesAlexander and Baldwin after the spin is going to be a land owning, leasing, and building/office owning and leasing company with operations in Hawaii and California. Their subsidiary A&B Properties is also going to be spun into the new ALEX, which is the only reason I am even interested in this stock after my valuations, and we will get to that later. The Agribusiness subsidiary, a Hawaiian sugar and renewable energy company, is also going to be kept in the new ALEX.

Matson, which is going to be spun off from ALEX, is a transportation and shipping company with operations in Hawaii, Guam, China, and other islands in the Pacific Ocean.

Full article can be seen here, for those that are interested in following the discussion in the comments section.

Dole Is Undervalued, Could Be A Winner From Spin-Off Or Asset Sale

Dole Is Undervalued, Could Be A Winner From Spin-Off Or Asset Sale as I titled my first article published on seekingalpha.com, a website that is viewed by everyone from beginning investors all the way up to advanced investors, so I am incredibly excited that it got published.

Here are some highlights below:

Dole is the largest producer of fresh fruits and vegetables in the world. Based in California, Dole has operations in 90 countries around the world and has recently been expanding into the high margin packaged fruit business with products such as their Dole Shakers and Dole Fruit Crisps. They also own or lease 117,000 acres of land which could be used, at least partially, to pay down some of their massive debt and liabilities if sold, which we will get to later.

For specific company information you should read their annual reports and/or quarterly reports, respectively.

Here are my valuations of Dole (NYSE:DOLE), my reasonings for buying, and some of the risks the stock entails.

Dole asset valuation done on 5-19-2012. All numbers are in millions of US dollars, using March 2012 10Q and 2011 10K.

These valuations are done by me, using my estimates, and is not a recommendation for you to buy the stock

For those who would like to see it and follow the discussion in the comments section you can do so here.