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Strategies & Market Trends : Value Investing
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To: bruwin who wrote (69176)11/21/2021 8:07:39 PM
From: Spekulatius1 Recommendation

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Area51

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The merger restructuring charges picked up after Q3 2020 because the merger was consummated in 11/2020. It was pretty much a different company back then.
I know pretty much that the stock has been a lousy performer. That’s not an original insight. I also know that in many cases stocks decline for good reasons but occasionally a baby gets thrown out with the bath water. I think VTRS could be such a cad. I also want to emphasize that I pay much less attention to accounting earnings than FCF in this case.

What caught my attention were 2 subsequent quarterly beats. That to me indicates to me that the business is not spiraling down. If the business stabilizes and even better starts to grow again, I think there is a chance of a double here as this stock should relate substantially.
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