Stock Market News, Outlooks, and Top Picks, Cappuccino Finance

Cappuccino Finance

Stock Market News, Outlooks, and Top Picks

Cappuccino Finance, provides Financial vignettes for your cappuccino break!

Fun & informational articles to read in 10 min or less.

Equity Bottom-Up

<ul><li>Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point</li><li>Waste Management is the leading provider of comprehensive waste management and environmental services</li><li>CrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment</li></ul>

Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this pointWaste Management is the leading provider of comprehensive waste management and environmental servicesCrowdStrike was already growing at a rapid pace before the pandemic, and their revenue growth accelerated during the pandemic. CrowdStrike’s technology is best suited for this remote work environment

<ul><li>The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.</li><li>Growth oriented tech stocks got especially hammered. While it might be quite upsetting seeing those red numbers, it is actually a good time for the savvy investor to buy!</li><li>InMode designs, develops, manufactures, and sells minimally invasive aesthetic medical products. Simply speaking, they make and sell robotics for plastic surgery.</li></ul>

The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.Growth oriented tech stocks got especially hammered. While it might be quite upsetting seeing those red numbers, it is actually a good time for the savvy investor to buy!InMode designs, develops, manufactures, and sells minimally invasive aesthetic medical products. Simply speaking, they make and sell robotics for plastic surgery.

Global Healthcare Analyst

Tina Banerjee

Equity Capital Markets

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sonendo-inc" target="_blank" data-smartkarma-citation="entities:34589:1" rel="noopener">Sonendo (SONX US) </a>shares debuted on the New York Stock Exchange on October 29, 2021. Shares are currently trading below the IPO price. Sonendo priced its $84 million IPO at $12 per share, well below the earlier announced range of $15–17.</li>
<li>Sonendo’s GentleWave system is an innovative technology for endodontic treatment, commonly known as root canal therapy. Increasing installed base of GentleWave consoles and their corresponding recurring utilization are generating a stream of predictable, recurring revenue from single-use procedure instrument.</li>
<li>Business scale up and expansion of marketing team will drive the long-term growth potential of the company.</li>
</ul>



Sonendo (SONX US) shares debuted on the New York Stock Exchange on October 29, 2021. Shares are currently trading below the IPO price. Sonendo priced its $84 million IPO at $12 per share, well below the earlier announced range of $15–17.
Sonendo’s GentleWave system is an innovative technology for endodontic treatment, commonly known as root canal therapy. Increasing installed base of GentleWave consoles and their corresponding recurring utilization are generating a stream of predictable, recurring revenue from single-use procedure instrument.
Business scale up and expansion of marketing team will drive the long-term growth potential of the company.


Sonendo (SONX US) IPO Review: Innovative Technology Platform, But Execution Is the Key

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

<a href="https://www.smartkarma.com/entities/candela-medical" target="_blank" data-smartkarma-citation="entities:34483:1" rel="noopener">Candela Medical (CDLA US)</a> , pioneer and leader in medical aesthetics market, announced terms of upcoming IPO. A non-surgical aesthetic device company to offer ~14.7 million shares at expected price range of $16-$18 per share, what implies a market cap of ~$1.7 billion at midpoint of the price range. This is the second IPO of leading player in global aesthetics market for the last two years after InMode went public in 2019 and the shares rose more than fivefold since IPO. Candela Medical shares are expected to begin trading on Nasdaq Global Market under the trading symbol “CDLA”. Bank of America, Goldman Sachs and Barclays are leading the IPO.

Candela Medical (CDLA US) , pioneer and leader in medical aesthetics market, announced terms of upcoming IPO. A non-surgical aesthetic device company to offer ~14.7 million shares at expected price range of $16-$18 per share, what implies a market cap of ~$1.7 billion at midpoint of the price range. This is the second IPO of leading player in global aesthetics market for the last two years after InMode went public in 2019 and the shares rose more than fivefold since IPO. Candela Medical shares are expected to begin trading on Nasdaq Global Market under the trading symbol “CDLA”. Bank of America, Goldman Sachs and Barclays are leading the IPO.

Candela Medical IPO: InMode’s Competitor Filed To Go Public

AlphaSituations-Event/Catalyst Driven Research, AlphaSituations

Robert Sassoon

AlphaSituations-Event/Catalyst Driven Research

AlphaSituations

Since its establishment, AlphaSituations has delivered a track record of outperformance with a hit rate of winners of more than 70% of its portfolio of ideas generating annualized average returns of 20%. In January 2022, AlphaSituations was contracted by Water Tower Research, an investor engagement and stakeholder communication platform to provide coverage of Special Situations

Event-Driven

<a href="https://www.smartkarma.com/entities/bausch-health-companies-inc" target="_blank" data-smartkarma-citation="entities:941:1" rel="noopener">Bausch Health Companies (BHC US)</a> recently announced that it intends to split-off via an IPO  its highly profitable and fast growing  medical aesthetics business, Solta Medical, adding to the proposed spin/split-off of its eyecare business, Bausch &amp; Lomb (B&amp;L , which it announced a year ago. At the same time, BHC continues to make progress  in reducing its large debt pile, the legacy of the company's aggressive expansion during the first half of the last decade under the aegis of the management team. Although the share price has climbed ~60% since we published in August 2020 our insight - SpinTalk: Why Bausch Health Companies' Planned Eye Care Spin-Off Promises a Major Value Re-Rating -  the BHC share price appears to have hit a value wall in recent months and has so far struggled to make a sustainable breakthrough the $30 barrier. Indeed since our last update,  ActivistTalk: Why We Think There Is Even More Value In Bausch Health Companies Pending Restructuring, published on March 18, 2021, BHC has lost ~12% of its value  vs a ~9% drop in the <a href="https://www.smartkarma.com/entities/spdr-s-p-pharmaceuticals-etf" target="_blank" data-smartkarma-citation="entities:32128:1" rel="noopener">SPDR S&amp;P Pharmaceuticals ETF (XPH US)</a> while the broader market as represented by the <a href="https://www.smartkarma.com/entities/spdr-s-p-500-etf-trust" target="_blank" data-smartkarma-citation="entities:763:1" rel="noopener">SPDR S&amp;P 500 (SPY US)</a> has risen ~14%.Our insight below discusses why BHC's share price momentum has stalled in recent months and why we believe this represents an opportunity to pick up the considerable value still left on the table.

Bausch Health Companies (BHC US) recently announced that it intends to split-off via an IPO  its highly profitable and fast growing  medical aesthetics business, Solta Medical, adding to the proposed spin/split-off of its eyecare business, Bausch &amp; Lomb (B&amp;L , which it announced a year ago. At the same time, BHC continues to make progress  in reducing its large debt pile, the legacy of the company's aggressive expansion during the first half of the last decade under the aegis of the management team. Although the share price has climbed ~60% since we published in August 2020 our insight - SpinTalk: Why Bausch Health Companies' Planned Eye Care Spin-Off Promises a Major Value Re-Rating -  the BHC share price appears to have hit a value wall in recent months and has so far struggled to make a sustainable breakthrough the $30 barrier. Indeed since our last update,  ActivistTalk: Why We Think There Is Even More Value In Bausch Health Companies Pending Restructuring, published on March 18, 2021, BHC has lost ~12% of its value  vs a ~9% drop in the SPDR S&amp;P Pharmaceuticals ETF (XPH US) while the broader market as represented by the SPDR S&amp;P 500 (SPY US) has risen ~14%.Our insight below discusses why BHC's share price momentum has stalled in recent months and why we believe this represents an opportunity to pick up the considerable value still left on the table.

SpinTalk:Bausch Health Companies- Restructuring Broadens,Considerable Value Still Left On The Table

United States

InMode Ltd. develops medical devices. The Company manufactures and markets platforms that harness novel radio-frequency based technology for both the patients and the practitioners. InMode serves customers worldwide.

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Inmode (INMD US)

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Sherwin-Williams is a dominant leader in the paint and advanced coating market. They have been a superb investment for about 150 years at this point

Cappuccino Finance

Top Picks for Growth Stocks - Feb 2022

The market has been quite volatile these past couple of months. Unfortunately, it seems like volatility will stay for some time.

Cappuccino Finance

Sonendo (SONX US) IPO Review: Innovative Technology Platform, But Execution Is the Key

The insight has analyzed Sonendo's disruptive technology for root canal therapy. However, the company's commercialization success and sales team...

Tina Banerjee

Candela Medical IPO: InMode’s Competitor Filed To Go Public

Candela Medical, leading global aesthetic device company and one of the key competitors of InMode, plans to raise ~$250M at midpoint of the price...

Andrei Zakharov

SpinTalk:Bausch Health Companies- Restructuring Broadens,Considerable Value Still Left On The Table

Although the share price has climbed ~60% since we published our first insight on this corporate restructuring event, the BHC share price has lost...

Robert Sassoon

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