our belief that significant synergies from the Life acquisition will increase going into 2015. Morningstar analyst Alex Morozov is in total agreement with Canakaris' assessment, noting that Thermo Fisher Scientific continues to strengthen its
and consumer cyclical as looking particularly pricey right now. Morningstar director of European equity research Alex Morozov cautions that "aggregate analysis doesn't tell you the whole story" and that investors can still find some wonderful
relatively low and these are pretty expensive systems and they're really kind of taking a very close look at this. But Alex Morozov , who covers Intuitive Surgical for us, really sees this as very much a short-term issue. Given that there are so
pipets, storage containers, and cell cultures. The combination of these product lines is, in Morningstar analyst Alex Morozov 's opinion, a perfect mix, as it allows the firm to market itself as a one-stop shop for its research customers
impact that the law will have, particularly on the managed health-care companies. Like you mentioned, I talked to Alex Morozov and Matt Coffina, who are our health-care analysts who have been following this very closely, and they really think
have on health-care stocks? I'm here today with Alex Morozov and Matt Coffina to take a look. Gentlemen, thanks for joining me today. Alex Morozov : Thanks for having us. Glaser: So it seems like
is looming large is life sciences. I'm here with Alex Morozov ; he is the director of health-care research at Morningstar ..... still any value there. Alex, thanks for joining me. Alex Morozov : Thanks for having me, Jeremy. Glaser : So, let
care goods , especially prescription drugs . Diagnostic companies and makers of generic drugs should also see higher utilization rates , providing strong support to these industries'growth . Alex Morozov , CFA contributed to this note .
customer channel overlap. However, the price appears to be excessive even if additional synergies are extracted. Alex Morozov , CFA, and Damien Conover, CFA, contributed to this note.
has revealed that it is evaluating strategic alternatives. We will hold on to our fair value estimates for both companies until we hear more concrete evidence about the potential acquisition. Alex Morozov , CFA, contributed to this note.