Danaher DHR

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    1. Danaher Closes 2014 with Greater Portfolio Concentration in Health Care

      Commentary

      Tue, 27 Jan 2015

      heavy year tipped the majority of Danaher ’s portfolio toward fast-growing health ..... however, our long-term thesis for Danaher remains intact. As such, we’re ..... over year to 17.1%. However, Danaher reinvested nearly $500 million of

    2. Buy the Unloved 2015

      Headlines

      Tue, 27 Jan 2015

      Instead of the Apples AAPL and Teslas TSLA common to growth funds, you see MasterCard MA, American Tower AMT, and Danaher DHR . Akre has built a great record here and previously at FBR Focus (now Hennessy Focus HFCSX). Small Growth Conestoga

    3. Nobel Biocare Sustains Performance Improvements Prior to Danaher Closing

      Commentary

      Fri, 7 Nov 2014

      succeed. Due to the previously announced acquisition by Danaher , we’re leaving our fair value estimate unchanged. Nobel ..... company’s narrow economic moat, but integration into Danaher ’s global infrastructure should boost the company

    4. Dentsply Reports Modest Improvement, but Overall Performance Remains Subdued

      Commentary

      Wed, 29 Oct 2014

      implant market, such as Henry Schein’s growing specialty operations, Patterson’s partnership with Straumann, and Danaher ’s acquisition of Nobel Biocare, will pose some challenges for Dentsply. Despite showing consistent improvements

    5. M&A-Heavy Back Half Further Concentrates Narrow-moat Danaher ’s Portfolio; Shares Fairly Valued

      Commentary

      Thu, 16 Oct 2014

      NetScout transaction earlier this week, Danaher delivered solid third-quarter results ..... flow model. Given narrow-moat Danaher ’s reliance on acquisitions to fuel ..... expansion. The NetScout deal relieves Danaher of margin pressure centered on the

    6. Danaher Selling Communications Business to NetScout for $2.6 Billion in Stock

      Commentary

      Mon, 13 Oct 2014

      Danaher announced on Oct. 13 its intention to sell ..... In a Reverse Morris Trust transaction, Danaher ’s shareholders will receive approximately ..... newly combined entity. The deal relieves Danaher of a business it has struggled to monetize

    7. Danaher Broadens Dental Portfolio With Pricey Nobel Biocare Deal; We Maintain Our Narrow Moat Rating

      Commentary

      Mon, 15 Sep 2014

      On Monday, Danaher revealed its intent to acquire Swiss dental ..... margin product category strengthens Danaher ’s existing dental business, which is ..... s major risks. Highly acquisitive Danaher has proved to be adept at integration

    8. Danaher Makes Offer for Nobel Biocare

      Commentary

      Mon, 15 Sep 2014

      17 to reflect the announcement of Danaher ’s all-cash CHF 2 billion public tender ..... boost profitability, we imagine Danaher ’s global manufacturing scale and ..... market. The deal will help cement Danaher ’s top spot in the dental supply

    9. Danaher Offers Mixed Second-Quarter Results, but Announces an Acquisition as a Peace Offering

      Commentary

      Thu, 17 Jul 2014

      Danaher delivered second-quarter earnings that were ..... alter our narrow economic moat argument for Danaher , though we will raise our fair value estimate ..... margin peak more than two years ago. While Danaher ’s year to date operating cash flow uncharacteristically

    10. Siemens to sell microbiology unit to US-based Danaher

      Headlines

      Thu, 17 Jul 2014

      FRANKFURT, July 17 (Reuters) - German engineering group Siemens agreed to sell its clinical microbiology business to Beckman Coulter, a subsidiary of Danaher Corp , as part of a restructuring plan...

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