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

To: Paul Senior who wrote (75854)	7/15/2024 2:54:38 PM
From: Madharry	Respond to of 78516

In brazil. In the mall I saw a store with only Nike apparel. No shoes. Waiting to depart . Clipped the Starwood distribution today. Don't feel a sense of urgency to buy or sell. Will just keep sitting with what I have. The nwl story quite shocking.

To: Paul Senior who wrote (75854)	7/18/2024 6:38:23 PM
From: Spekulatius	Respond to of 78516

SOLV - still dont like that one much. There is too much debt and the rumors of the company buying smaller medtech companies seems to indicate a barren pipeline. I think this is one for the watchlist. For me to get interested, I want to see something - insider buy cluster, beating results, top one growth, strong FCF. I fear it’s going to be a value trap for a couple of years before it transforms into something that rewards shareholders. It could be wrong but having sent few of those, that’s the risk, imo.

To: Paul Senior who wrote (75854)	2/25/2025 10:04:01 AM
From: E_K_S	Read Replies (1) \| Respond to of 78516

RE: Solventum Corporation (SOLV) 82.67 +6.39 (+8.38%) Solventum Announces Sale of its Purification & Filtration Business to Thermo Fisher Scientific Inc. for $4.1B Solventum Corporation (NYSE: SOLV) is a healthcare company that was spun off from 3M on April 1, 2024. Debt and Financial Situation At the time of the spin-off, Solventum was saddled with a significant debt load: Long-term debt of $8.3 billion The company prioritized debt paydown for approximately 24 months following the spin-off This debt burden has limited Solventum's ability to return capital to shareholders or pursue acquisition Top Divisions: Solventum's business segments include: Medical Equipment (MedSurg): The largest segment, accounting for over half of the company's $8.2 billion sales in 2023 5 Purification and Filtration Dental Care Equipment (Dental Solutions) Healthcare Industry Software (Health Information Systems) --------------------------------------------------------------------------------- Selling their Purification & Filtration Business and use those proceeds to pay down debt, should help them grow their other divisions.