GEAGY News and Press, GEA Group AG ADR From 03/17/20

The following slide deck was published by GEA Group Aktiengesellschaft in conjunction with their 2020 Q4 earnings Read more ...

I’ve written many times before that one of the biggest risks in paying up for growth is that sooner or later the growth slows and those inflated multiples come back to earth. And so it is with Middleby ( MIDD ), where the company has seen a return to revenue contraction on an organic ...

By and large it’s better to invest in the best businesses you can find, but there’s a fair price for every going concern, and you can make money with lesser companies if you buy them right. With that in mind, I’d note that SPX Flow ( FLOW ) shares have outperformed the i...

The following slide deck was published by GEA Group Aktiengesellschaft in conjunction with their 2019 Q3 earnings Read more ...

“So lie to me, but do it with sincerity” Depeche Mode, Lie To Me Guidance is a funny thing. Nobody wants to be lied to (or at least nobody will say they want to be lied to), but given the short attention spans and short-term focus of most institutional investors, investors of...

The following slide deck was published by GEA Group Aktiengesellschaft in conjunction with their 2019 Q2 earnings Read more ...

When I last wrote about SPX Flow ( FLOW ), I wasn’t too enamored with the stock , as the company’s orders seemed underwhelming relative to the cycle and I didn’t like the near-term prospects for growth and margin improvement. Since then, the shares are down about 10% (i...

As has been the case for most multi-industrials, particularly in the capital goods sector, Alfa Laval ( ALFVY ) ( ALFA.ST ) has shaken off some of the malaise that had pushed the shares down until relatively recently – while Alfa has outperformed its industrial peers since my last upd...

In this article, I'll review one of my recommendations, the GEA Group ( GEAGF , GEAGY ), which I wrote about in my February article entitled " GEA Group: Prepare To Load Up On This Undervalued, German Giant ." In that article, I recommended purchasing at levels of €19-21, as I believ...

It is a little hard to believe just how bad things got under the now-former leadership of GEA Group ( GEAGY ) (G1AG.XE), as the company posted numerous profit warnings and misses over the last three years, the latest of which (just before new CEO Stefan Klebert took over) saw an adjusted EBI...