Jul. 21 at 2:22 PM
Added to one of my long time holdings ,
$GMED solid mid cap med device company and some new products should accelerate revenue from their large acquisition they did . CFO is stepping in , Board has full visibility into the CFO, the hire is likely a good one. Reaffirmed guidance. Cheap!
CEO is great , he wasn't to
$XRAY , added xray today for first time . CEO was on xray board, he had full visibility, for xray to attract this guy , it has to be a really good opportunity as its a much smaller company, he wouldn't have left gmed otherwise . Xray is cheap , huge dividend and cheap.
Both companies are strong acquisition candidates because of the new administration being much friendlier to m&A