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Holy Splitting Companies Batman

Posted: Mon Jun 10, 2024 9:30 pm
by Spock
One of the fun things about holding stocks for decades is that you often find yourself owning several companies as the original sometimes splits into other companies.

I never thought I would beat Phillip Morris-purchased very cheaply in the aftermath of the tobacco lawsuits circa 2000.

I have mentioned before how it became:

1) Phillip Morris

2) Altria-Another tobacco company

3) Kraft-Heinz

4) Mondelez-a snack company

I re-invest the dividends in Kraft and Mondelez-but I no longer reinvest the PM and Altria dividends as I own as much as I want to and am currently using them to buy IBM.

BUT-today I learned of the Dupont multiplicity.

Years ago, I bought Dow Chemical-They merged with Dupont and then resplit into 3 companies.

1) Dow-more of a commodity chemical company

2) Dupont-More specialized stuff (I think)

3) Corteva-Agricultural products-seed and such

And then I found out today that Dupont is splitting into 3 companies.

So the "Dow" investment several years ago will soon become 5 companies-that is kind of fun.

Re: Holy Splitting Companies Batman

Posted: Mon Jun 10, 2024 9:32 pm
by Spock
Oh, and if anybody is wondering what happened to my Bored Hedge Fund-simply put-I needed the money for Africa last year.

it certainly fit my OCD nature-but not sure if I want to put the time into it again in the future.

Re: Holy Splitting Companies Batman

Posted: Tue Jun 11, 2024 11:35 am
by tlynn78
Spock wrote:
Mon Jun 10, 2024 9:30 pm
One of the fun things about holding stocks for decades is that you often find yourself owning several companies as the original sometimes splits into other companies.

I never thought I would beat Phillip Morris-purchased very cheaply in the aftermath of the tobacco lawsuits circa 2000.

I have mentioned before how it became:

1) Phillip Morris

2) Altria-Another tobacco company

3) Kraft-Heinz

4) Mondelez-a snack company

I re-invest the dividends in Kraft and Mondelez-but I no longer reinvest the PM and Altria dividends as I own as much as I want to and am currently using them to buy IBM.

BUT-today I learned of the Dupont multiplicity.

Years ago, I bought Dow Chemical-They merged with Dupont and then resplit into 3 companies.

1) Dow-more of a commodity chemical company

2) Dupont-More specialized stuff (I think)

3) Corteva-Agricultural products-seed and such

And then I found out today that Dupont is splitting into 3 companies.

So the "Dow" investment several years ago will soon become 5 companies-that is kind of fun.
This stuff is fascinating - maybe when (if) I ever retire I'll have time to delve in.

Re: Holy Splitting Companies Batman

Posted: Fri Jun 14, 2024 10:41 am
by themanintheseersuckersuit
My mom entertained herself my investing during her retirement she gave her Invidia stock to one of my nieces before she passed in 2019. It’s worth substantially more now.
I am sure she had no Idea what Invidia did

Re: Holy Splitting Companies Batman

Posted: Fri Jun 14, 2024 12:03 pm
by Spock
tlynn78 wrote:
Tue Jun 11, 2024 11:35 am
Spock wrote:
Mon Jun 10, 2024 9:30 pm
One of the fun things about holding stocks for decades is that you often find yourself owning several companies as the original sometimes splits into other companies.

I never thought I would beat Phillip Morris-purchased very cheaply in the aftermath of the tobacco lawsuits circa 2000.

I have mentioned before how it became:

1) Phillip Morris

2) Altria-Another tobacco company

3) Kraft-Heinz

4) Mondelez-a snack company

I re-invest the dividends in Kraft and Mondelez-but I no longer reinvest the PM and Altria dividends as I own as much as I want to and am currently using them to buy IBM.

BUT-today I learned of the Dupont multiplicity.

Years ago, I bought Dow Chemical-They merged with Dupont and then resplit into 3 companies.

1) Dow-more of a commodity chemical company

2) Dupont-More specialized stuff (I think)

3) Corteva-Agricultural products-seed and such

And then I found out today that Dupont is splitting into 3 companies.

So the "Dow" investment several years ago will soon become 5 companies-that is kind of fun.
This stuff is fascinating - maybe when (if) I ever retire I'll have time to delve in.
Conversely, I don't like it when a company that I like (and own) gets bought out and disappears from my ownership list. Damn you Harold Hamm for taking your company (Continental Resources) private.

I just counted and of the 33 stocks in the portfolio-7 of them are spinoffs of splits (or whatever) of another company, soon to be 9 of 35 when the Dupont deal is completed. That does not count the original company that did the spinoff. For example, Montana Dakota Utilities spun off Knife River-but that only counts as one.

By pure chance, when I first started playing the "Bored Hedge Fund Game" I bought AT&T and I happened to also get their spinoff of Warner Brothers Discovery-but I was completely bored out of my skull owning them so I dumped them both.

Howmet Aerospace was a spin-off of General Electric-somewhere along the way I sold GE-but I have kept (and will keep) Howmet.

Re: Holy Splitting Companies Batman

Posted: Fri Jun 14, 2024 1:51 pm
by Bob Juch
themanintheseersuckersuit wrote:
Fri Jun 14, 2024 10:41 am
My mom entertained herself my investing during her retirement she gave her Invidia stock to one of my nieces before she passed in 2019. It’s worth substantially more now.
I am sure she had no Idea what Invidia did
It's NVIDIA. She now has ten times more shares as they just split. I bought 100 shares at $5 and change in 2015.

Re: Holy Splitting Companies Batman

Posted: Fri Jun 14, 2024 2:34 pm
by littlebeast13
Bob Juch wrote:
Fri Jun 14, 2024 1:51 pm
themanintheseersuckersuit wrote:
Fri Jun 14, 2024 10:41 am
My mom entertained herself my investing during her retirement she gave her Invidia stock to one of my nieces before she passed in 2019. It’s worth substantially more now.
I am sure she had no Idea what Invidia did
It's NVIDIA. She now has ten times more shares as they just split. I bought 100 shares at $5 and change in 2015.
I'm sure I helped their cause last year when I bought a new computer with one of their big honkin' graphics cards to do AI art...

lb13

Re: Holy Splitting Companies Batman

Posted: Fri Jun 14, 2024 3:55 pm
by MarkBarrett
Not the same as the original topic:

On Monday I bought two shares of Chipotle at: $3,093.535

Re: Holy Splitting Companies Batman

Posted: Fri Jun 14, 2024 6:02 pm
by Spock
Bob Juch wrote:
Fri Jun 14, 2024 1:51 pm
themanintheseersuckersuit wrote:
Fri Jun 14, 2024 10:41 am
My mom entertained herself my investing during her retirement she gave her Invidia stock to one of my nieces before she passed in 2019. It’s worth substantially more now.
I am sure she had no Idea what Invidia did
It's NVIDIA. She now has ten times more shares as they just split. I bought 100 shares at $5 and change in 2015.
As I said somewhere else-I have spent a lot of time the last couple months in a Sirius enabled tractor. CNBC is on my regular listen list. Believe you me-I have heard a lot about NVIDIA the last couple months.

I would enjoy CNBC more if they didn't focus 90% of the time on the 7 (or so)big tech companies.