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Kratisto Investing

Financial analysis and personal commentary with a fundamental slant

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Kratisto Investing | kratistoinvesting.blogspot.com Reviews
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Financial analysis and personal commentary with a fundamental slant
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Kratisto Investing | kratistoinvesting.blogspot.com Reviews

https://kratistoinvesting.blogspot.com

Financial analysis and personal commentary with a fundamental slant

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1

Kratisto Investing: Seeking Alpha: Stryker Seems Next In Line For A Big Deal

http://kratistoinvesting.blogspot.com/2015/07/seeking-alpha-stryker-seems-next-in.html

Wednesday, July 29, 2015. Seeking Alpha: Stryker Seems Next In Line For A Big Deal. It's hard to find much to complain about with Stryker. The shares aren't cheap, but then they weren't back in January. And they've managed to tack on another 10%, making them one of the better performers in the group this year. I suppose I could complain that the company's solid revenue growth isn't unlocking a lot of margin leverage, but then this is a pretty efficiently run company from the off. Stephen Simpson, CFA.

2

Kratisto Investing: Seeking Alpha: Softer Markets And Weak Execution Are An Ugly Mix For Atmel

http://kratistoinvesting.blogspot.com/2015/08/seeking-alpha-softer-markets-and-weak.html

Saturday, August 1, 2015. Seeking Alpha: Softer Markets And Weak Execution Are An Ugly Mix For Atmel. I wasn't overly fond of Atmel. Valuation back in March, but I did think there was a chance that this chip company would see itself swept up in the M&A boomlet across the chip industry. The market thought so too, taking the shares up almost 20% at the peak after my last article. Read the full article here:. Softer Markets And Weak Execution Are An Ugly Mix For Atmel. Posted by Stephen Simpson, CFA. This b...

3

Kratisto Investing: Seeking Alpha: Oshkosh Getting Squashed

http://kratistoinvesting.blogspot.com/2015/08/seeking-alpha-oshkosh-getting-squashed.html

Monday, August 3, 2015. Seeking Alpha: Oshkosh Getting Squashed. I was nervous about Oshkosh. As I thought there wasn't enough upside in my base-case assumptions to offset the significant risk and uncertainty. As it turns out, construction and energy demand have been even weaker than expected at the start of the year, and there are signs and warnings from companies like Eaton. That overall mobile equipment. Demand is not looking very good. Posted by Stephen Simpson, CFA. Subscribe to: Post Comments (Atom).

4

Kratisto Investing: Seeking Alpha: Advanced Energy Industries Looking For A New Start

http://kratistoinvesting.blogspot.com/2015/07/seeking-alpha-advanced-energy.html

Thursday, July 30, 2015. Seeking Alpha: Advanced Energy Industries Looking For A New Start. The angst over the health/trajectory of semiconductor capital equipment orders hasn't hurt Advanced Energy Industries. Any more (or any less) than most of its peers. Applied Materials. Has been noticeably weak since my February piece on AEIS. Due to the fallout of its aborted merger with TEL. But AEIS, MKS Instruments. Have all clustered around low-to-mid single-digit loses over that span. Looking ahead, I believe...

5

Kratisto Investing: Seeking Alpha: Ingersoll-Rand: Good Exposures, But Not So Much Value

http://kratistoinvesting.blogspot.com/2015/07/seeking-alpha-ingersoll-rand-good.html

Thursday, July 30, 2015. Seeking Alpha: Ingersoll-Rand: Good Exposures, But Not So Much Value. It has been a while since I've written on Ingersoll-Rand. Two years ago, I thought Ingersoll-Rand didn't look like a particular bargain. And the shares have risen about 16% since then - less than half the rise in the S&P 500 and well below the likes of Honeywell. Too, had been an outperformer over much of that time until it was laid low by energy while Atlas Copco. Posted by Stephen Simpson, CFA. This blog repr...

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