David DriscollDanaher Corp.DHRBUYAug 07, 2018

Cutting edge technology, but valuation very high. Would recommend waiting for shares to fall before buying. Good for long term investors, but better opportunities for investors out there at better prices. 

Transformed from an industrial to healthcare. Life sciences, diagnostics, and biotech. Did well during pandemic. Post-pandemic headwinds, though still generating lots of cash. Attractive company, she owns TMO instead on valuation.

Pure-play life science company. Covid brought a bump in orders, sales, and earnings. Revenue to China has come off. The year's been hard. Future looks much better, as it will continue to be the fulcrum in drug discovery (testing) and manufacturing. Yield is 0.55%.

TMO is a leader in life sciences and diagnostics. He recently added. The entire sector has some over-supply. This is the bottom of the cycle. Lower risk, less upside, more diversified. Historically, good at acquisitions. Good long-term hold, but right now it's all about waiting for funding to come back to the sector.

When the cycle turns, both will do well and will probably outperform.

Historically, it's been a well-run company, making equipment that helps develop new drugs. But that history means nothing. All that matters now is how a company performs in its sector and any disappointing news (in the sector of company) means the stock get punished. Like Danaher.

Market's not liking the negative growth compared to the pandemic. China has impacted it, not as many IPOs. The market just needs to look beyond all this. High quality, grows by acquisition. Great CEO. In all the right places. Good time to take a look for long-term returns. A company like this is a 5-10 year hold. Yield is 0.41%.

They work with branded drugs and are integral to FDA approval of drugs. DHR products help product such drugs. $200 billion in drug earnings (from big pharma) that's about to come off-patent, and the generic companies will need DHR to help produce the generic versions. So, DHR benefits from the brands and the generics.

Does not own shares, waiting for price to fall.
Strong business that will perform well in the future.
Excellent assets. 
Wait before buying.

It is in life science tools diagnostics. Biological drugs are one component and it has 75% in recurring revenue from re-usables. Should benefit from long term growth in personalized medicine.

Life science & environmental company.
High growth healthcare business.
Concern is that share price is too expensive.
Would wait for shares to fall before buying.
Price appreciation will be limited.

A healthcare company, offering services and consumables to that industry. Their diagnostics helped spike profits and shares. Has since pulled back. On her watch list, but the PE has always been too hight. The PE has declined though. Interesting.

It had a nice surge in earnings but its shares are pulling back slowly to its FMV which had been up to 5 1/2 BV.

One of those businesses you don't have to sell. Great compounders over the long term. In this environment, will probably be acquiring. Lots of M&A optionality. Extremely well run. If you own it, hold. Never gets extremely cheap, so you have to hold your nose and just buy.