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Henry Schein HSIC

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    1. 2 Wide Moats in Health Care

      Video Reports

      Fri, 14 Nov 2014

      Michael Waterhouse: [TICKER:HSIC] Henry Schein (HSIC) and Patterson (PDCO) are two unique health-care companies that we rate wide moat, and we think they have wide moats

      Henry Schein found at 0:03

      Michael Waterhouse: [TICKER:HSIC] Henry Schein (HSIC) and Patterson (PDCO) are two unique health-care companies that we rate wide moat, and we think they have wide moats for
    2. Dentsply Reports Modest Improvement, but Overall Performance Remains Subdued

      Commentary

      Wed, 29 Oct 2014

      narrow-moat position in the dental supply markets, but we think rising competition in the implant market, such as Henry Schein ’s growing specialty operations, Patterson’s partnership with Straumann, and Danaher’s acquisition of Nobel

    3. Idexx Posts Stellar 3Q, and We Have Raised Our Fair Value Estimate

      Commentary

      Fri, 24 Oct 2014

      products, including the consumables and rapid assay kits that had previously been handled by vet distributors like Henry Schein , is a good strategic move. The reorganization of its salesforce around key account managers offers many opportunities

    4. Nobel’s Second-Quarter Results Reflect Significant Improvement From Turnaround Efforts

      Commentary

      Thu, 21 Aug 2014

      interested parties in gaining access to the high-value implant market. We note that Dentsply and even the distributor Henry Schein have recently utilized acquisitions to enhance their capabilities and market share.

    5. Patterson Posts Decent Quarter as Company Continues Transition

      Commentary

      Thu, 21 Aug 2014

      though management suggested new customer sales for the CEREC platform and other equipment remained strong. In light of Henry Schein ’s recent strong performance in this category, it appears Patterson is yielding some ground it gained over the last

    6. Henry Schein Witnesses Small Recovery Following Previous Quarter's Weather-Related Drag

      Commentary

      Mon, 4 Aug 2014

      Henry Schein 's performance continues to track our expectations. The company posted 9.8% non-GAAP earnings per share growth, helped

    7. Patterson’s Results Slump on Weather and Dental Equipment Headwinds

      Commentary

      Thu, 22 May 2014

      We found the 4.7% decline in dental equipment sales particularly surprising this quarter, which, in light of Henry Schein ’s recent gains in this market, suggests Patterson is losing market share. We speculate Patterson’s CEREC CAD

    8. Harsh Weather Temporarily Slows Henry Schein's Momentum

      Commentary

      Tue, 6 May 2014

      This year’s harsh winter had an expected cooling effect on Henry Schein ’s performance during the company’s first quarter. Management estimates that the negative weather effect depressed total growth

    9. Schein Posts Strong Fourth-Quarter Results Despite Difficult Year-Over-Year Comparisons

      Commentary

      Tue, 11 Feb 2014

      We’re leaving our $105 fair value estimate and wide moat rating for Henry Schein unchanged after the company’s fourth-quarter results met our expectations. Excluding seasonal differences from the flu and

    10. Patterson Maintains Outlook With Better Second-Half Performance Expected

      Commentary

      Thu, 21 Nov 2013

      thanks to pent-up demand, in our view. However, Patterson's growth continues to that of its main competitor, Henry Schein , in the U.S. dental market, which also suggests Patterson might be yielding potential market share gains from smaller

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