$XRAY

XRAY is undervalued at 7x forward earnings; new CEO's distribution restoration and cost cuts will cause stock to double/triple in coming years.

BullishHe framed it in years
“Hayes: "950 Billion Reasons" to Buy Bonds, PFE & XRAY Buy Opportunities”
Schwab NetworkPublished Sep 2 · 2 passages

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Yes, this is my Shirona, excuse me, my sona, dense flyer sona. It's trading at seven times forward earnings. The stock is down 80%. This is a turnaround Tom special. As you know, I like to buy low and sell high.

No one else is interested on Wall Street in doing that. Uh but we're patient folk and they've got a new CEO Dan Scavia. He came from Globus Medical, chief commercial officer, chief executive officer during his tenure for Bagger in the stock.

The the previous CEOs first off they did it done dumb deal. They had to absorb it. They had to write down bite. You remember the invisible thing everyone was ordering during co this is the leading company in dental supplies and chairside milling.

Cerak used to go in you need a crown. They say come back in a week then you come back in two weeks and it's like 80 appointments to get a tooth. Now they press a button in the cerak machine, they take a picture, they print a tooth, they stick it in your mouth, you go home, it's only 20% penetrated.

We love this story. He's taken out the cost. He reinstituted the six distribution. Can you imagine like Nike? Nike's like, "Oh, we're going DTC. We're going to screw our wholesalers." Look what happened to Nike stock.

Densupply Cerrone 130-year-old company did the exact same idiotic thing. They cut off their supply agreements with Shine, Patterson, Beno. This new CEO has half a brain. He he reinstated more than half of the brain.

He reinstated all the distribution agreements. Atlanta Danl Shine, Beno, etc. It takes about 6 to9 months to ramp up. They're going to crush it. It's going to be 6 to9 months out.

The stock will be double, triple plus over the next few years. People say, "What happened?" And people say, "Common sense happened. Costs out, revenues up. Dental visits are still below pre-COVID levels."

That's a lot of deferred maintenance that's coming back into the number one dental supply company globally. Europe has turned the corner. They're out of their dental recession. United States is next.

Watchpoints

ramp up of reinstated distribution agreements

What this channel has said about $XRAY

Schwab Network has only this one call on this stock.

2026-09-02BullishThis one
Yes, this is my Shirona, excuse me, my sona, dense flyer sona. It's trading at seven times forward earnings. The stock is down 80%. This is a turnaround Tom special. As you know, I like to buy low and sell high. No one else is interested on Wall Street in doing that. Uh but we're patient folk and they've got a new CEO Dan Scavia. He came from Globus Medical, chief commercial officer, chief executive officer during his tenure for Bagger in the stock. The the previous CEOs first off they did it done dumb deal. They had to absorb it. They had to write down bite. You remember the invisible thing everyone was ordering during co this is the leading company in dental supplies and chairside milling. Cerak used to go in you need a crown. They say come back in a week then you come back in two weeks and it's like 80 appointments to get a tooth. Now they press a button in the cerak machine, they take a picture, they print a tooth, they stick it in your mouth, you go home, it's only 20% penetrated. We love this story. He's taken out the cost. He reinstituted the six distribution. Can you imagine like Nike? Nike's like, "Oh, we're going DTC. We're going to screw our wholesalers." Look what happened to Nike stock.
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