Alpha Gen Capital
Deep Value, CFA, registered investment advisor, contrarian

VWR Has Been Sold Off Unjustifiably

VWR (NASDAQ:VWR), a leading supplier of laboratory products and solutions to the life sciences, general research and applied markets, continues to delever while growing rapidly and adding value-added services. The shares have traded down by 7% since we first highlighted the name in late December 2014. But more recently, the shares have sold off markedly since the start of the calendar year. There has been no news on the company as it has yet to report its fiscal 2015 fourth-quarter results (February 25th). We believe investors are applying macro trends across a wide swath of the market and throwing out resilient business models with more volatile revenue streams. (click to enlarge) North American Turnaround Playing Out We highlighted ...
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