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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (74348)	11/20/2023 1:14:28 PM
From: Sean Collett	Read Replies (1) \| Respond to of 78751

RE: INMD I really like them and have been slowly adding. Stable FCF generation and almost no debt. I think if things cool in the ME then this will get them to bounce back. If I recall even if things escalated they had enough inventory to weather for six months of complete disruption. The nice thing is most of their sales come from outside Israel too so minimal impact to revenue due to situations there. E_K_S has been with them the longest, but they seem to be a solid value investment with a catalyst for the declines. -Sean