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Danaher Corp

  • “Right Investment at the Right Time”

    By DHWANI THAKKAR - June 18, 2013 | Tickers: A, DHR, TER

    Agilent Technologies (NYSE: A) reported its second quarter results showing adjusted net income that exceeded analysts’ estimates, but revenues that missed expectations.

    CURRENT SCENARIO

    For the current quarter Agilent has reported a non-GAAP net income of $269 million ($0.77 per share) compared to $222 million in the previous quarter and $275 million year-ago quarter. The non-GAAP income estimate reported does not include acquisition-related costs, cost of restructuring, amortization of more »

  • A Cheap Tool Manufacturer With Ambitious Growth

    By Matthew Frankel - June 18, 2013 | Tickers: DHR, MKTAY, SWK

    Stanley Black & Decker (NYSE: SWK) was formed by the merger of Stanley Works and Black & Decker in 2010. Since the merger, all signs point to healthy growth and a good long-term strategy to create value for its shareholders, however shares have lagged the overall market since that time. Although at the current share price the company is very close to its 52-week high, shares are worth just 20% more than more »

  • 3 Top Picks of Ferox Capital You Should Buy

    By Madhu Dube - June 14, 2013 | Tickers: MT, DHR, TGI

    Ferox Capital Management is a U.K.-based, privately-owned hedge fund, having $738 million in assets under management. The firm uses fundamental analysis, which includes economy and industry outlook, for its investments. It focuses on capital preservation by managing the series of funds in a planned way, which offers distinctive views on equity, credit, and convertible markets.

    Ferox bought stocks worth $641.5 million in the quarter ending in March more »

  • How Will China Play Out for These Companies?

    By Zain Abbas - May 31, 2013 | Tickers: DHR, EMR, HON

    The first day of the Electrical Product Group (EPG) conference brought with it different investment themes. Some of them were new while others were reinforced at this occasion. Growth in China remains one of the old investing themes. However, being old doesn’t mean that it doesn’t come with high potential gains. In fact, since the start of 2013, people have been waiting for the Chinese economy to accelerate more »

  • Multi-Billion Investment Group's Top Picks

    By Meena Krishnamsetty - May 22, 2013 | Tickers: DHR, ICE, MIC, TPX, WMB

    Doug Silverman's Senator Investment Group has filed its 13F with the SEC, disclosing many of its long equity positions as of the end of March. We track these filings for a variety of purposes: we have found that they can be a useful source of information for investing strategies (for example, the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points more »

  • This Lean Manufacturer is Set to Increase EPS

    By Ted Cooper - May 2, 2013 | Tickers: CFX, DHR, FLS

    Most industrial manufacturing and engineering businesses are not worth investigating; too often they are cyclical businesses with constant excess capacity and cost overruns. However, every now an then there emerges a company that truly creates value for shareholders. Colfax (NYSE: CFX) is one such company.

    Lean manufacturer

    Colfax's Chairman, Mitchell Rales, built the company into a lean industrial manufacturer that seeks to maximize profit margins at the expense of more »

  • Top Ideas Ahead of Earnings Season

    By Zain Abbas - April 17, 2013 | Tickers: DHR, DOV, GE

    Industrials have been in the limelight since the start of the year given that many hedge funds are betting on the forecast that emerging economies will witness accelerated growth rates. Though the Chinese, Indian, Brazilian and Pakistani economies have failed to show substantial progress, industrial stocks have still managed to pull off double digit growth rates in the last twelve months or so. The following graph shows a brief picture more »

  • Top Ideas Ahead of Earnings Season

    By Zain Abbas - April 17, 2013 | Tickers: DHR, DOV, GE

    Industrials have been in the limelight since the start of the year given that many hedge funds are betting on the forecast that emerging economies will witness accelerated growth rates. Though the Chinese, Indian, Brazilian and Pakistani economies have failed to show substantial progress, industrial stocks have still managed to pull off double digit growth rates in the last twelve months or so. The following graph shows a brief picture more »

  • Top Ideas Ahead of the Earnings Season

    By Zain Abbas - April 15, 2013 | Tickers: DHR, DOV, GE

    Industrials have been in the limelight since the start of the year given that many hedge funds are betting on the forecast that emerging economies will witness accelerated growth rates. Though, Chinese, Indian Brazilian and Pakistani economy have failed to show substantial progress, the industrial stock have still managed to pull off double digit growth rates in the last twelve months or so. The following graph shows a brief picture more »

  • A Long Term Buy Despite CFO Sells

    By Anh HOANG - February 8, 2013 | Tickers: DHR, GE, SPW

    Since the beginning of 2009, Danaher Corporation (NYSE: DHR) has enjoyed a decent rise from around $25 to $60.47 per share. To take advantage of the continuous price rise, both the CFO and Chief Accountant sold more than 154,000 shares combined for more than $9.4 million. Should investors be bearish or bullish on Danaher after these insider sales? Let’s find out.

    A Cash Cow with Low more »

  • A Science & Technology Giant That Has Multiplied the S&P 500’s Performance by 7

    By Ryan Guenette - February 7, 2013 | Tickers: A, DHR, HON, SI, TMO

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As 2013 begins, I would like to focus on a diversified science and technology giant: Danaher Corporation (NYSE: DHR).

    Strengths:

    • Solid Revenue Growth: In 2007, Danaher reported revenue of $11.03 billion; in 2012, the company announced more »

  • A Potential 50% Premium Takeover Candidate

    By Anh HOANG - February 6, 2013 | Tickers: DHR, FELE, XYL

    In the 2013 Barron’s Roundtable, Mario Gabelli discussed many of his investment ideas, including Hillshire Brands and Post Holdings. He was also bullish on a leading water and wastewater treatment equipment business called Xylem (NYSE: XYL). He considered Xylem a potential takeover candidate with a 50% premium to the current stock price within two years. Let’s dig deeper to see whether or not we should follow Gabelli into more »

  • Takeover of a Growing Medical Products Supplier

    By Mike Thiessen - January 30, 2013 | Tickers: DHR, GE, YDNT

    St. Louis-based dental equipment and moldings maker Young Innovations (NASDAQ: YDNT) is slated to be acquired by Chicago-based buyout firm Linden Capital Partners. The deal will involve a cash-for-stock exchange of $39.50 per share for all outstanding Young shares. The deal values the company at about $314 million.

    What’s in it for Young Shareholders?

    The terms of the deal are relatively straightforward. All Young shareholders of record on more »

  • These Neglected Stocks Hold Super Potential

    By Masam Abbas - January 24, 2013 | Tickers: ADT, DHR, TYC

    This is my second report on the electrical equipment players. In my last report, I mentioned how this sector has been neglected and that it holds potential upside in case the Chinese economy re-accelerates. In this post, I have mentioned another three players, their earnings review and their 2013 outlooks with a special focus on M&A activity.

    ADT (NYSE: ADT)

    1Q: The company is expected to announce an EPS more »

  • Electronic Equipment Stocks to Consider Buying

    By David Gould - December 6, 2012 | Tickers: A, DHR, HBIO

    If you are seeking exposure to the electronic equipment industry, there are several factors you should look at. First, consider the segments and geographical exposure. If you are bullish on life sciences over tech, you might want to consider preferentially backing their suppliers (unless, you want to hedge, or limit, your risks). Second, look at how successful R&D has been in driving free cash flow or whether it is more »

  • How Agile is Agilent Technologies?

    By Garima Arora - November 26, 2012 | Tickers: A, DHR, TER, TMO

    Agilent Technologies (NYSE: A), a leading service provider of bio-analytical and electronic measurement solutions recently released its fourth quarter earnings. The company has shown an increase of 50 basis points (bps) in its gross margin from the year ago-quarter due to efficient cost management, but company's pessimism about its future earnings in its conference call is a source of worry. I beleive operating in a cyclical industry with its more »

  • 3M: Strengths, Weaknesses, Opportunities, Threats

    By Ryan Guenette - November 13, 2012 | Tickers: MMM, DHR, GE

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a great way to gain a detailed and thorough perspective on a company and its future. Fresh off a decent third quarter earnings report, which resulted in the stock tumbling substantially the next day, I would like to focus on an industrial giant 3M (NYSE: MMM).

    Strengths:

    • Established and Diversified Nature: The company more »

  • Huge Upside for this Leader in Technology

    By Piyush Arora - October 31, 2012 | Tickers: MMM, GLW, DHR

     

     

  • This Board Member Thinks GE Is Undervalued

    By Meena Krishnamsetty - October 29, 2012 | Tickers: MMM, DHR, GE, HON, SI

    John Brennan, former head of Vanguard and a Board member at General Electric (NYSE: GE), directly purchased 5,000 shares of GE on October 26 at an average price of $21.20 per share. Brennan had previously bought 20,000 shares of the company in August at $20.44 per share. See a history of Brennan's insider purchases at GE and Hanover Insurance Group. We like to track insider more »

  • Should You Buy Stanley Black & Decker After Earnings?

    By Meena Krishnamsetty - October 20, 2012 | Tickers: DHR, KMT, MRC, ROLL, SWK

    Stanley Black & Decker (NYSE: SWK) missed earnings and revenue estimates in its third quarter report released on Oct. 17. While revenue was actually up 6% from the third quarter of 2011, margins shrunk and drove earnings down 26% over the same time frame. This is the same trend that the company has seen so far this year -- a better top line than the same period a year earlier, but lower more »

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