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Varian Medical Systems VAR

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    1. McGregor: Oakmark Equity and Income Fund: Fourth Quarter 2014

      Headlines

      Thu, 15 Jan 2015

      the Fund. Laboratory Corporation of America and Varian Medical Systems were both purchased during the dark days of the financial ..... 1%, Laboratory Corporation of America 0%, Varian Medical Systems 0%, and HNI 0% of the Oakmark Equity and Income

    2. Health Care: A Strong Run, but Some Stocks Still Look Undervalued

      Headlines

      Wed, 31 Dec 2014

      has evolved into a duopoly over the past decade with virtually no new entrants, and the main two players (Elekta and Varian VAR ) have built durable franchises and are well-positioned for growth. Sanofi SNY Despite some weakness in pricing for

    3. Greece’s Darkest Hour Before Its Dawn

      Headlines

      Thu, 6 Nov 2014

      Varian Medical Systems ' VAR third-quarter results were in line with our expectations, and we ..... increased demand for the company's high-power X-ray tubes. Varian said more of its customers are beginning to develop filmless X-ray

    4. Radiotherapy Firms Carve Out Wide Moats Around Their Businesses

      Commentary

      Thu, 2 Oct 2014

      are involved in radiotherapy, Varian Medical Systems and Elekta account for the lion ..... adoption over the next decade. Varian and Elekta stand to benefit from ..... moat rating, and we have upgraded Varian 's moat rating to wide to reflect

    5. Varian's Third Quarter a Mixed Bag; Fair Value Estimate Holds Steady

      Commentary

      Thu, 24 Jul 2014

      Varian Medical Systems reported third-quarter results that ..... ratings stand. We continue to believe Varian is well-positioned to capitalize on ..... freestanding reimbursement is cut once again. Varian reduced its exposure to freestanding clinics

    6. Strong Edge Uptake in 2Q Helps Varian Offset Challenging Environment in U.S.

      Commentary

      Thu, 24 Apr 2014

      Varian Medical Systems reported second-quarter results that ..... remain intact; we continue to believe Varian is well positioned to capitalize on its ..... RapidPlan are enjoying strong uptake. Varian also appears to be benefiting from the

    7. Tightening Reimbursement and Weak Hospital Spending Environment Pressure Varian's 4Q

      Commentary

      Thu, 24 Oct 2013

      Varian Medical Systems reported fairly weak fiscal fourth-quarter ..... remain intact; we continue to believe Varian is well positioned to capitalize on its ..... implications provided additional headwinds to Varian 's North American operations, as gross

    8. Varian slashes forecast amid uncertainties in healthcare reforms

      Headlines

      Wed, 23 Oct 2013

      Oct 23 (Reuters) - Medical device maker Varian Medical Systems Inc reported lower-than-expected fourth-quarter results as demand for its products fell due to uncertainties related to U.S. healthcare...

    9. Research Roundup: Foreign Diversification, Social Comparisons and Consumer Identity

      Headlines

      Thu, 9 May 2013

      Varian Medical 's VAR third-quarter fiscal 2006 results fall ..... demand continues to reflect a shift toward Varian 's next-generation IGRT technology ..... its 37% order growth in the quarter. Varian 's flat panel products continue to encounter

    10. Muted Start to 2013 for Varian Medical Systems , but Positive Long-Term Thesis Intact

      Commentary

      Thu, 24 Jan 2013

      Varian VAR reported fiscal first-quarter results ..... our last update and remain confident in Varian 's long-term outlook. Overall, first ..... can be lumpy and we remain confident in Varian 's overall competitive positioning despite

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