HOLX - Good entry based on future expectations

2021년 3월 10일

HOLX is company that has gone through a good 2020 FY with Gross Margins, EBITDA and Cash Flow from operations growing materially. In the last quarter (Q1'21 for HOLX given that FY ends on SEP'20), EPS increased strongly (+369%) coupled with strong sales increase (+89%). This sets a good tone for the rest of the FY'21. The company is also growing through a set of diversified acquisitions. The current PE ratio is also attractive. The recent market shake-off could be a good entry point, in case no further heavy market stress is experienced in the short-term.

2021년 5월 3일

거래청산: 스탑 닿음

Trade was closed at stop. HOLX missed Quarter targets. Keeping it under the radar.