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q3 results

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Additional Proxy Soliciting Materials (definitive) (defa14a) Edgar (US Regulatory) - 4/1/2021 5:05:36 PM
Proxy Statement (definitive) (def 14a) Edgar (US Regulatory) - 4/1/2021 5:05:32 PM
DJO Invests in Next-Generation Augmented Reality Technology Primed for ASC Market Growth Business Wire - 3/30/2021 7:00:00 AM
Colfax to redeem in full 6.000% senior notes due 2024 and $100M of 6.375% senior notes due 2026 Seeking Alpha - 3/25/2021 10:47:38 AM
Colfax Announces Full Redemption of 6.000% Senior Notes due 2024 and $100 Million Partial Redemption of 6.375% Senior Notes d... GlobeNewswire Inc. - 3/25/2021 6:00:00 AM
Prospectus Filed Pursuant to Rule 424(b)(5) (424b5) Edgar (US Regulatory) - 3/18/2021 4:45:16 PM
Colfax shares slips on equity raise Seeking Alpha - 3/17/2021 7:50:03 AM
Colfax Announces Pricing of Public Offering of 14,000,000 Shares of Common Stock GlobeNewswire Inc. - 3/16/2021 11:30:00 PM
Colfax to launch 14M-share public offering Seeking Alpha - 3/15/2021 4:14:12 PM
Prospectus Filed Pursuant to Rule 424(b)(5) (424b5) Edgar (US Regulatory) - 3/15/2021 4:12:10 PM
Colfax Announces Public Offering of 14,000,000 Shares of Common Stock GlobeNewswire Inc. - 3/15/2021 4:05:00 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 3/11/2021 6:12:44 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 3/5/2021 5:20:16 PM
Colfax to split into two publicly-traded companies Seeking Alpha - 3/4/2021 7:26:00 AM
Repeat: Colfax Announces Intention to Separate Into Two Independent Public Companies GlobeNewswire Inc. - 3/4/2021 6:41:53 AM
Colfax Announces Intention to Separate Into Two Independent Public Companies GlobeNewswire Inc. - 3/4/2021 6:00:00 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 2/23/2021 8:37:35 AM
Philip Okala Appointed to Colfax Board of Directors GlobeNewswire Inc. - 2/22/2021 4:45:32 PM
Prospectus Filed Pursuant to Rule 424(b)(7) (424b7) Edgar (US Regulatory) - 2/18/2021 4:43:59 PM
Automatic Shelf Registration Statement of Securities of Well-known Seasoned Issuers (s-3asr) Edgar (US Regulatory) - 2/18/2021 7:32:33 AM
Annual Report (10-k) Edgar (US Regulatory) - 2/18/2021 6:12:53 AM
Colfax EPS beats by $0.01, misses on revenue Seeking Alpha - 2/18/2021 6:01:13 AM
Colfax Announces Fourth Quarter 2020 Results and 2021 Growth Outlook GlobeNewswire Inc. - 2/18/2021 6:00:00 AM
Colfax Q4 2020 Earnings Preview Seeking Alpha - 2/17/2021 1:28:00 PM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 2/16/2021 12:26:48 PM
magness   Friday, 10/16/15 01:28:37 PM
Re: None
Post # of 8 
q3 results
What a terrible set of results. Listened to the conference call hoping for some silver lining to theses dark clouds. Only got more darker clouds. Stock fully deserved the 10% fall the day before yesterday. I suspect the fall is not done, the $100m buyback will provide some relief, but cannot see anyone wanting to bet on this company in the long term. The stock has hit a 3 year low and will attract some bottom fishers, so that should also provide some short-term support. The management only offered bland excuses as to what is happening and how they will fix it. I expect we will see earnings estimates taken down ,and the stock downgraded shortly. It's hard to know what multiple to put on the earnings here, but giving it a very hopeful 15 times, and next years GAAP earnings of (my estimate) $1.20, we are taking a stock price of $18. My earnings number is lower than current published estimates, but management say it will be 2017 before any improvement from the current run rate, and there are lots more restructuring costs to hit the P&L. I hope I am being too pessimistic as I feel for those people who bought this stock at $70+ a year ago. However I see in the cash flow analysis that provision for Managements stock-based compensation was $12M, so at least someone is doing well. The next week will be interesting as the analysts update their models, and their recommendations.

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