DHR : Analysis & Opinions

  1. 3M reported better than expected earnings and raised its guidance

    How 3M Got Back Into Wall Street’s Good Book

    October 24, 2013
    3M reported better than expected earnings and raised its guidance. We'll take a closer look at the news and decipher if now ...
  2. Agilent Grinding Through Challenging Market Conditions

    August 15, 2013
    Agilent may be quite a bit stronger than its reported numbers would indicate.
  3. JDSU's Results Highlight The Volatility Of The Telco Capex Recovery

    August 15, 2013
    JDSU's quarter was okay, but the stock could have room to rise as the telco recovery becomes more real.
  4. Danaher Could Be Loading Up For A Bigger 2014

    August 14, 2013
    Danaher has the resources to make some major purchases, but prices and expectations may be a little high.
  5. 3M Okay On Growth, But Margins A Growing Worry

    July 25, 2013
    Another margin miss should make investors question 3M's valuation .
  6. Agilent Isn't Making It Easy On Investors

    May 15, 2013
    Core operating performance at Agilent needs to improve
  7. Danaher Proves Even The Nimble Can Stumble

    May 14, 2013
    Danaher won't stay stuck for long.
  8. Roper A Little Short On Growth, But A Proven Builder Of Value

    May 14, 2013
    Roper's organic growth isn't great now, but the market's love for this M&A frequent flyer is unlikely to dim
  9. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
  10. Thermo Steps Up And Seals A Deal For Life Technologies

    April 19, 2013
    Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my expectations.
  11. Dover May Be Bottoming, But The Street's Already Thinking Recovery

    April 18, 2013
    Dover management is continuing to make the case that results will improve in the second half of 2013. Remember that while ...
  12. FEI Still A Big Play On The Very Small

    February 11, 2013
    FEI has excellent growth potential, but valuation is a bit steep.
  13. Pricey Today, IDEX Deserves A Spot On Watchlists

    February 7, 2013
    IDEX runs an interesting conglomerate, but valuation already anticipates a recovery.
  14. Illinois Tool Works Still Has Work To Do

    February 5, 2013
    Illinois Tool Works is already getting a lot of hype for saying and doing the right things.
  15. Danaher Still A High-End Conglomerate, And Priced Like One

    January 31, 2013
    Danaher continues to execute according to plan.
  16. Hard Times Continue For Align - Analyst Blog

    December 7, 2012
    Investors were left disappointed when Align Technologies (ALGN), a major player in the malocclusion market, announced that ...
  17. Agilent's Grim Guidance Obscures Long-Term Value

    November 20, 2012
    Agilent's guidance points to another tough year.
  18. 3M Stuck In The Same Macro Mire

    October 25, 2012
    3M is doing better than many conglomerates, but a miss at the revenue and operating lines is not encouraging.
  19. GE's Results Reflect An Industrial Slowdown, But Valuation Isn't ...

    October 23, 2012
    GE may have disappointed, but the company and its stock are both in good shape today.
  20. An Unusual Miss (And Sobering Guidance) From Danaher

    October 22, 2012
    Gloominess from Danaher should give industrial investors a reason for pause.
  21. Bain Capital Reaches Into The Toolbox

    October 12, 2012
    Bain Capital is buying the Apex Tool Group for $1.6 billion.
  22. Danaher Does Another Typical Danaher Deal

    September 19, 2012
    Danaher announced Monday that it had reached an agreement with small-cap diagnostics company IRIS to acquire the company ...
  23. Carlyle Group Carves Itself A Future

    September 13, 2012
    The private equity firm goes shopping for unwanted businesses of large companies. As a result, it's busier than ever buying ...
  24. Agilent Seeing Tougher Conditions, But Still A Quality Pick

    August 17, 2012
    Agilent's end markets have weakened, but the company looks well-positioned for the long term.
  25. Align Reverts Back to Neutral - Analyst Blog

    July 6, 2012
    Since our "Outperform" recommendation two months back, shares of Align Technology Inc. (ALGN) have increased considerably ...
  26. ilent Pays A Hefty Price For A Fixer-Upper Diagnostics Company

    May 22, 2012
    Agilent is paying up to get into the increasingly crowded diagnostics market.
  27. Colfax Getting More And More Interesting

    May 12, 2012
    Colfax is delivering good growth and may be a value today.
  28. Cavities In Toddlers On The Rise: Time To Invest In Dentistry?

    March 8, 2012
    The New York Times recently reported on the significant rise of surgical dental work in toddlers.
  29. JDSU Still Predictably Unpredictable

    February 6, 2012
    JDSU did better than expected, but still doesn't seem like a bargain.
  30. Cascade Microtech - An Obscure Chip Recovery Play

    January 13, 2012
    Cascade is an overlooked way to play a semi rebound.
  31. Europe Won't Kill Siemens

    January 11, 2012
    Siemens may have ambitious goals, but valuation is not demanding.
  32. Makita Drills Its Way To Success

    January 5, 2012
    Makita's stock is 10% off a 52-week low despite excellent half-year results. Now's the time to buy.
  33. 2011 In Review - Conglomerates

    December 22, 2011
    Conglomerates were largely in the red for 2011.
  34. 3 Reasons To Own Illinois Tool Works

    December 8, 2011
    The large-cap manufacturer is having a good year. Here are some of the reasons to own its stock.
  35. GE Still On A Road To Recovery

    October 26, 2011
    GE still looks attractive, after rebuilding over the past few years. Patient investors can expect solid dividend growth. ...
  36. Colfax Makes A Bold Bid

    September 19, 2011
    Colfax makes an almost unbelievable bid for Charter International.
  37. Market Dislikes 3M's Quarter

    August 1, 2011
    Industrial giant and Dow component 3M had a strong quarter, but not strong enough for the market's tastes. Investors concerned ...
  38. Danaher Delivers On High Expectations

    July 27, 2011
    Danaher may not have hit the top of the range, but the consistency is there.
  39. Immucor Passes Its Last Test

    July 5, 2011
    Immucor gets a fair price for its shareholders.
  40. Should Investors Worry If Gen-Probe Doesn't Sell Out?

    June 10, 2011
    Not selling may be the best move Gen-Probe can make for its shareholders.
  41. Is Dover Worth The Trouble?

    April 26, 2011
    Dover is looking better than ever before.
  42. Home Depot Pulls Ahead Of Lowe's

    February 28, 2011
    Home Depot has pulled back into the lead in the battle between the two big-box home improvement stores.
  43. Ingersoll-Rand Getting The Squeeze

    February 11, 2011
    Ingersoll-Rand is not out of the woods yet from an operating effiency standpoint.
  44. Danaher Hopes To Revive Beckman Coulter

    February 9, 2011
    Learn more about Danaher's expensive, albeit strategic, bid for a leading diagnostics franchise.
  45. Illinois Tool Works – The Best May Lay Ahead

    February 2, 2011
    Illinois Tool Works is better than the average industrial but seldom trades like it.
  46. Has Ingenico Done VeriFone A Favor?

    December 23, 2010
    By rebuffing Danaher, Ingencio may be helping VeriFone.
  47. 3 Technology Stocks Outperforming The Market

    November 12, 2010
    The tech sector has lead the broad market in 2010, and these three stocks are near the top of the pile.
  48. Danaher Assimilates Another Company

    October 1, 2010
    It seems like the logjam that had been holding up the M&A market really has broken up and the deals are flowing again. ...
  49. Agile Agilent

    August 18, 2010
    Agilent may defy easy categorization, but its quality does not depend on labels.
  50. Continue Making Money From RFID

    March 25, 2010
    RFID technology seems to be the future for many businesses, but is now the best time to buy into this innovative advancement? ...
  51. Is The Price Right For Conglomerates?

    September 1, 2009
    Looking at conglomerates, we've analyzed five large companies using a modification of Ben Graham's Rule of 22.
  52. Tool Franchisers Fight For Financing

    June 10, 2009
    Snap-on and Matco Tools are competing for franchisees, but less available financing makes it a tough go.
  53. Make Money From RFID

    April 2, 2009
    Radio frequency identification (RFID) is a new technology that will save retailers a fortune. We take a look at the manufacturers ...
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