Corporate Events Investing

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Globus Medical: Obtaining My Backing Again
Seeking Alpha· 2025-07-03 16:10
Core Insights - Shares of Globus Medical (NYSE: GMED) have experienced a significant decline this year following a weak performance in the first quarter [1] - The decline was somewhat anticipated, as caution was advised in February after the company's announcement [1] Company Performance - The first quarter performance of Globus Medical was described as soft, contributing to the stock's downturn [1] - The company is under scrutiny for its financial results and market position following the disappointing earnings report [1] Investment Opportunities - The investing group "Value In Corporate Events" focuses on identifying actionable investment opportunities related to major corporate events such as earnings reports, M&A, and IPOs [1] - The group aims to provide coverage of 10 major events monthly to find the best investment opportunities [1]
Kestra Medical: Skipping A Heartbeat
Seeking Alpha· 2025-06-06 20:32
Group 1 - Kestra Medical Technologies, Ltd. (KMTS) went public in early March, presenting a promising investment opportunity due to its cardiac recovery system's rapid growth [1] - The investing group "Value In Corporate Events" focuses on providing actionable ideas related to major corporate events such as IPOs, mergers & acquisitions, and earnings reports [1] - The group covers approximately 10 major events each month, aiming to identify the best investment opportunities [1]
Astronics: Operating (Margin) Momentum Is Evident
Seeking Alpha· 2025-05-12 19:22
Core Insights - Astronics Corporation, a supplier to the aerospace industry, has been facing challenges despite a previously strong performance in the 2010s [1] Group 1: Company Performance - The situation for Astronics Corporation was perceived to be gradually improving as of August last year [1] - The company has struggled in recent times, indicating a shift from its previous status as a market favorite [1] Group 2: Investment Opportunities - The investing group "Value In Corporate Events" focuses on identifying opportunities in IPOs, mergers & acquisitions, earnings reports, and corporate capital allocation changes [1] - The group provides coverage of 10 major events monthly, aiming to find the best investment opportunities [1]
MKS Instruments Q1: Stabilizing, More Appealing, Yet Too Indebted
Seeking Alpha· 2025-05-09 18:05
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In January, I last offered my views on MKS Instruments, Inc. ( NASDAQ: MKSI ) whose services are instrumental in technological advancements. Nearly three years after the Atotech deal announcement, ...
Terreno Realty: Buying At Premiums Again
Seeking Alpha· 2025-05-07 10:15
Group 1 - Terreno Realty (NYSE: TRNO) is shifting its focus from nominal growth to deleveraging while adhering to its long-term investment philosophy [1] - The company is experiencing mixed signals regarding its shares, indicating potential volatility in the stock performance [1] Group 2 - The investing group "Value In Corporate Events" provides members with opportunities related to IPOs, mergers & acquisitions, earnings reports, and corporate capital allocation changes [2] - The group covers approximately 10 major events each month, aiming to identify the best investment opportunities [2]
Avantor: A Healthier Diagnosis As Expectations Cool
Seeking Alpha· 2025-04-26 09:01
Group 1 - The outlook for Avantor (NYSE: AVTR) is described as uninspiring, despite some emerging positive indicators [1] - Avantor is facing challenges such as demanding earnings multiples, elevated debt levels, and underwhelming growth [1] - The company operates in the life sciences tools sector and serves as a partner to the industry [1] Group 2 - The investing group "Value In Corporate Events" focuses on identifying opportunities in major corporate events like IPOs, mergers & acquisitions, and earnings reports [1] - The group provides coverage of approximately 10 significant events each month to find the best investment opportunities [1]