May 24, 2019 - 4:18pm EST by
2019 2020
Price: 25.00 EPS 2.60 2.87
Shares Out. (in M): 134 P/E 9.61 8.71
Market Cap (in $M): 3,350 P/FCF 0 0
Net Debt (in $M): 2,100 EBIT 0 0
TEV ($): 5,450 TEV/EBIT 0 0

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I do not hold a position with the issuer such as employment, directorship, or consultancy.
I and/or others I advise hold a material investment in the issuer's securities.


1. Air and Gas sale completion

2. Investor visits to DJO HQ and Analyst day 

3. Pro-forma shows higher margins/higher FCF conversion

4. Shareholders from DHR likely to analyze CFX at as the above occurs

5. We expect future acquisitions (tuck-ins) will be highly accretive to EPS

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