Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

With The IPO Behind It IMS Looks To Get Back To The Regularly Scheduled Program

Almost three months ago I opined that IMS Health Holdings, Inc. (NYSE:IMS) had core position potential and I meant it, I still do. I liked just about everything I understood about the company and thought it was on the verge of a special year and a special run into the next half decade or so. Again, I still do. That being said, I definitely was not prepared for the company's first earnings report as a public company. There's much to be confused about, some to dislike, and if you're not careful the quarter could look outright ugly. On paper, it appears as if IMS dropped the ball for the first time in a long time but after an...

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