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Martin Marietta Materials: On Aggregate Looking Too Expensive (NYSE:MLM)
Seeking Alpha· 2025-09-27 09:23
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!At the start of 2024, I concluded that Martin Marietta Materials (NYSE: MLM ) was adding more aggregates, yet concluded that issues were lingering. In the one and a half years that followed, share ...
Westlake: Painful Moves At The Lower End Of The Cycle (NYSE:WLK)
Seeking Alpha· 2025-09-26 19:13
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!It has been nearly a decade since I covered shares of Westlake Corporation (NYSE: WLK ) when it acquired Axiall. That coverage has obviously become outdated but nonetheless remains interesting. Ev ...
WaterBridge Infrastructure: Water Play Betting On The Permian
Seeking Alpha· 2025-09-22 11:24
公司事件 - WaterBridge Infrastructure LLC (NYSE: WBI) 成功完成公开发行 股价从上市伊始便实现稳健上涨 投资者未因资产密集型业务担忧而却步 [1] - 公司通过"Value in Corporate Events"高级服务提供主要财报事件、并购、IPO及其他重大公司事件的可操作投资建议 每月覆盖10个主要事件并聚焦最佳机会 [1] 服务内容 - 服务涵盖IPO、并购交易、财报公告及公司资本配置变更等情景 可根据要求提供特定公司及情境的定制化覆盖 [1] - 该付费服务提供免费试用期 通过寻求Alpha平台进行内容分发但未获得特定公司补偿 分析师声明未持有相关公司头寸且72小时内无持仓计划 [1]
Dover: Becoming Relatively Compelling
Seeking Alpha· 2025-09-17 19:50
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In May, I concluded that Dover Corporation (NYSE: DOV ) continued to work on its positioning, following the announcement of a $620 million deal to acquire SIKORA AG in a strategic but somewhat mor ...
MillerKnoll: Stuck In The Office, Cheap But Not Cheap Enough
Seeking Alpha· 2025-09-11 18:24
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!To see how MillerKnoll, Inc. (NASDAQ: MLKN ) has been faring, we have to go back to the spring of 2021 , when Herman Miller and Knoll announced that they had entered into a kind ofAs the leader o ...
Illinois Tool Works - It Might Have Worked Too Much (NYSE:ITW)
Seeking Alpha· 2025-09-11 12:01
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs, and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!It has been a very long period of time since I last covered shares of Illinois Tool Works (NYSE: ITW ) ; in fact, it was the summer of 2018 when I concluded that the conglomerate was on sale.As t ...
Bullish: Hard To Be Bullish
Seeking Alpha· 2025-08-18 09:01
As the leader of the investing group Value In Corporate Events they provide members with opportunities to capitalize on IPOs, mergers & acquisitions, earnings reports and changes in corporate capital allocation. Coverage includes 10 major events a month with an eye towards finding the best opportunities. Learn more If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other ...
UFP Industries: Normalization Continues But Might End Soon
Seeking Alpha· 2025-08-10 08:52
服务内容 - 提供涵盖重大盈利事件、并购、IPO和其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 重点寻找最佳投资机会 [1] - 根据客户要求提供特定情况和公司的分析报告 [1] 服务特色 - 专注于企业资本配置变化带来的投资机会 [1] - 帮助会员把握IPO、并购和财报带来的投资机遇 [1] - 提供免费试用期供用户体验服务 [1]
UFP Technologies: A Comforting Quarter
Seeking Alpha· 2025-08-06 20:58
服务内容 - 提供涵盖重大盈利事件、并购、IPO及其他重要公司事件的可操作投资建议 [1] - 每月覆盖10个主要事件 旨在寻找最佳投资机会 [1] - 根据客户需求提供特定公司及情境的定制化分析 [1] 服务特点 - 通过付费订阅服务"Value in Corporate Events"提供免费试用体验 [1] - 投资组合专注于企业资本配置变化、并购及财报等事件驱动策略 [1] 分析师背景 - 分析师持仓披露显示其对UFPT股票持有多头头寸 包括股票、期权或其他衍生品 [1] - 分析内容为独立观点 未受第三方机构补偿或影响 [1]
Hawkins: I Have Wasted An Opportunity
Seeking Alpha· 2025-08-06 20:05
公司分析 - Hawkins (NASDAQ: HWKN) 股价在不到半年内实现近70%的资本增值 [1] - 此前分析认为该公司估值过高 但市场表现超出预期 [1] 服务内容 - 提供涵盖重大财报事件、并购、IPO及其他公司行动的可操作投资建议 [1] - 每月覆盖10个主要公司事件 聚焦最优投资机会 [1] - 可根据需求提供特定公司及情境的定制化分析 [1] 市场表现 - Hawkins股价强劲上涨 显著跑赢大盘 [1]