Waters Corp

  • Can Best Buy Still Be the Best Show in Town?

    By Jay Wei - July 26, 2013 | Tickers: AMZN, BBY, WAT

    Best Buy (NYSE: BBY) has gotten a lucky response from investors lately, with its stock trending higher over the last three months or so. But the ongoing, dynamic shifts between online retailers and physical stores can snap that fortunate streak at anytime. To avoid leaving its future to chance, Best Buy needs a winning strategy that encourages customers to buy at its physical stores. Competing online with Internet retailers such more »

  • A Wonderful Company at a Fair Price

    By Zarr Pacificador - July 26, 2013 | Tickers: A, TMO, WAT

    Warren Buffett famously said that, "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."

    I think Waters Corporation (NYSE: WAT) is one such company and a classic Buffett 'buy and hold' investment.

    Business background

    Waters Corporation has been in business for 50 years and was founded by Jim Waters in 1958. It is the leading liquid chromatography (LC more »

  • The Best Company You've Never Heard Of

    By Ted Cooper - June 14, 2013 | Tickers: PKI, TMO, WAT

    Some of the best companies in the world are household names: Coca-Cola, Procter & Gamble, and General Electric, to name a few.  However, there are countless other great companies that few outside their industries have even heard of. Waters Corporation (NYSE: WAT) is one of those hidden greats.

    Outsized profits

    A quick look at Waters' return on invested capital (ROIC) immediately tells you that there is something special about the company more »

  • Why You Should Take a Look at This Stock

    By Victor Selva - April 24, 2013 | Tickers: A, TMO, WAT

    Agilent Technologies (NYSE: A) is a highly diversified company, although almost half (48%) of its sales are generated by the Electronic Measurements Group (EMG). The recent reduction in this segment's sales led to a sell-off, providing an interesting entry point for long-term investors. I think that shares are expected to perform well based on three key reasons.

    Good position to benefit from an economic recovery

    Agilent largely relies on more »

  • Time to Buy This Underrated Stock

    By Ted Cooper - April 17, 2013 | Tickers: PKI, TMO, WAT | Editor's Choice

    As the premier supplier of analytical instruments to pharmaceutical and industrial customers, Waters (NYSE: WAT) receives a hefty deal of praise. However, Waters is often overshadowed by its larger rival, Thermo Fisher Scientific (NYSE: TMO). This is an understandable first impression given Thermo's greater access to financial resources, but Waters holds its own in its primary markets, allowing it to be much more profitable than its rivals.

    Superior technology more »

  • Time to Buy This Underrated Stock

    By Ted Cooper - April 17, 2013 | Tickers: PKI, TMO, WAT | Editor's Choice

    As the premier supplier of analytical instruments to pharmaceutical and industrial customers, Waters (NYSE: WAT) receives a hefty deal of praise. However, Waters is often overshadowed by its larger rival, Thermo Fisher Scientific (NYSE: TMO). This is an understandable first impression given Thermo's greater access to financial resources, but Waters holds its own in its primary markets, allowing it to be much more profitable than its rivals.

    Superior technology more »

  • Time to Buy This Underrated Stock

    By Ted Cooper - April 15, 2013 | Tickers: PKI, TMO, WAT

    As the premier supplier of analytical instruments to pharmaceutical and industrial customers, Waters (NYSE: WAT) receives a hefty deal of praise. However, Waters is often overshadowed by its larger rival, Thermo Fisher Scientific (NYSE: TMO). This is an understandable first impression given Thermo's greater access to financial resources, but Waters holds its own in its primary markets, allowing it to be much more profitable than its rivals.

    Superior technology more »

  • When Innovation Yields High Returns

    By Anubhuti Agarwal - February 17, 2013 | Tickers: A, PKI, TMO, WAT

    Innovation coupled with high returns on investment is what our analysts smell for the near future. With a revenue of $1.84 billion in 2012, Waters Corporation (NYSE: WAT), an analytical instrument manufacturer, is driving scientific discovery and operational excellence for customers worldwide. The company, founded in 1958 is based in Milford, Massachusetts and operates in two segments: Waters Division & TA Division. Through its Waters Division, the company designs, manufactures more »

  • A Garage Band Making Good

    By AnnaLisa Kraft - January 14, 2013 | Tickers: A, PKI, TMO, WAT

    Don't we all love stories about bands that started in garages like Blink 182 or The Hives or mega cap tech companies founded by two nerds in their parents' garage? (Think Apple, Google, Amazon, Hewlett-Packard). There's just something so All American about it. The most iconic of companies like Mattel, Harley-Davidson, and Disney share rags to riches beginnings in garages.

    It's so fairy tale and mythic like more »

  • Sequoia's New (and Old) Positions: Great Long Term Bets

    By Daniel Sparks - December 28, 2012 | Tickers: BRK-B, LLTC, TJX, VRX, WAT

    Over the past ten years, the five-star rated (by Morningstar) Sequoia Fund has significantly diversified its holdings, from 15 holdings to more than 40. Though still more concentrated than the majority of mutual funds, its foray into multiple new holdings should be closely analyzed given the fund's unbelievably consistent outperformance over the last four decades. Two new Sequoia Fund positions are of particular interest: Waters Corporation (NYSE: WAT) and more »

  • New Test Can Boost Revenues Tenfold, One Insider Is Buying

    By Meena Krishnamsetty - December 20, 2012 | Tickers: EW, MXDHF, OPK, WAT

    Each year, there are around 200,000 distinct insider transactions reported to SEC via Form 4 filings. While the term "insider trading" sounds nefarious, there are just a handful of cases deemed illegal by federal prosecutors each year, though anomalous, above-average returns remain.

    On average, a host of empirical studies and our own research have found that individuals who mimic certain insider trades can beat the market by 7 percentage more »

  • Why are Insiders Buying Opko Health?

    By Soroush Pour - July 12, 2012 | Tickers: MDT, OPK, SYK, WAT

    In the financial world, there are many reasons corporate insiders would choose to sell their company’s stock, but only one reason they would choose to buy.  Over the past decade, there has been a flood of empirical research – Lakonishok in 2001, Jeng in 2003, and Metrick in 2003 – focused on determining the profitability of insider trading. 

    Interestingly, each study discovered a statistically significant correlation between insider purchases and abnormal more »

  • Price The Market Part 41

    By Glen Bradford - January 13, 2012 | Tickers: MYL, THC, TMO, WAT, WLP

    Hi, my name is Glen Bradford. You know what I am doing by now. Let's price the S&P500.

    271. Mylan Inc. (NASDAQ: MYL) put in a good floor at $18. Target: $21-$25. I think that analysts' justification for their various targets over $25 is fair but of course I'll never pay fair value nor would I recommend it. I think that this is a growth story more »

  • J.P. Morgan Healthcare Conference Schedule: Day One

    By Brandy Betz - January 8, 2012 | Tickers: ARAY, ACOR, A, ALGN, AMRN, AMGN, AMLN, ARTC, BIIB, BMRN, BRKR, CFN, CTRX, CELG, CNC, COV, DNDN, XRAY, EW, ENDP, EPOC, ESRX, GHDX, GILD, HLS, HTWR, HMSY, HGSI, IDXX, IPXL, INCY, IRWD, MCK, MRX, MDT, MR, MOH, MYL, NVS, ONXX, PRX, PRGO, QSII, REGN, RMD, RIGL, SGEN, ST, SIAL, THC, MDCO, THOR, VRTX, VVUS, WAT, WMGI, ZLTQ

    The 30th Annual J.P. Morgan Healthcare Conference kicks off with a full day of presentations from companies that range from global pharmaceutical leaders to small cap novel pharmaceutical developers and health technology manufacturers. The majority of the presentations will be available through live webcasts with archived replay offered later in the day.

    I will be following (and covering) the novel therapeutic companies that have caught my eye. VIVUS (NASDAQ: VVUSmore »)