Opinions David Driscoll
Waters CorpWATDON'T BUYFeb 10, 2021
$285.71
Stock price when the opinion was issued
$383.57
As of May 29, 2026. Market Open.
electricalelectronic
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
BUY
The stock was doing well into early this year when they combined Becton Dickinson's biosciences & diagnostic solutions business last July. Shares plunged, which he didn't understand, but have since turned around, up 45%. They reported a great quarter last month with revenue up 8% and earnings up as well as its full-year forecast.
electricalelectronic
PARTIAL BUY
Life sciences suffered post-Covid after rallying during Covid. WAT is a major player. Last Wednesday they reperted a clean top/bottom line beat, but issued a cautious earnings forecast, so the market gave a muted reaction. Likes them, because they have few competitors at at time when the economy is slowing down.
electricalelectronic
WAT vs. TMO vs. DHR Not performing as well as Thermo Fisher or Danaher. Cash from operations has been flat in the last 4 years, whereas the other two have doubled, which is reflected in the stock price. Market share, operating margins, and pricing power impact the business model. Compare these when assessing competitors in an industry.