The Willens Reportsm

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"Downstream" 'C' Reorganization Found
October 31, 2014
X Corporation, (X), has 100 shares of common stockoutstanding. Five of those shares are owned by Y Corporation, (Y), a holding company. The remaining 95sh...

"Robert Willens LLC is neither a registered investment advisor nor a broker/dealer. Subscribers and/or readers are advised that the information contained in The Willens Report is not to be construed or relied upon as investment, tax planning, accounting and/or legal advice, nor is it to be construed in any way as a recommendation to buy, hold or sell (short or otherwise) any security or any other form of investment. All opinions, analyses and information contained herein is based upon sources believed to be reliable and is written in good faith, but no representation or warranty of any kind, express or implied, is made herein concerning any investment, tax, accounting and/or legal matter or the accuracy, completeness, correctness, timeliness and/or appropriateness of any of the information contained herein. Subscribers and/or readers are further advised that the Company does not necessarily update the information and/or opinions set forth in this and/or any subsequent edition of The Willens Report or any version thereof. Readers are urged to consult with their own independent professional advisors with respect to any matter analyzed herein. All information contained herein and/or this website should be independently verified."


Recent Reports

Altria's Investment In SAB Miller Is Highly Appreciated
October 30, 2014
Altria Group, Inc. (MO), accounts for its investment in SAB Miller (SAB) on the "equity method." MO currently owns 26.8 percent of the stock of SAB and has owned its...
"Retired" But Not Yet Redeemed
October 30, 2014
P Corporation, (P), owns 100 percent of the common stock of S Corporation, (S). S also has shares of "b" series of preferred stock and shares of cumulative...
Sec. 83 Not Limited to "Bargain" Purchases
October 29, 2014
As part of an employment and stock purchase agreement dated May 22, 1970, a corporation, (X), agreed to sell to Mr. A, (AL), 40,000 shares of common stock at a price...
WMGI To Engage In A "Modern" Inversion Transaction
October 28, 2014
In light of the Treasury Department's issuance of Notice 2014-52, certain inversion transactions are less attractive than heretofore; and such Notice has reportedly been pr...