Thermo Fisher Scientific (TMO-N)

October-November marked a major low. Range-bound between $600-520. As long as it doesn't take out the $520 level to the downside, doesn't mind nibbling here for the longer term. He expects we're starting a new 4-year cycle for a 3-5 year bull market. See his Top Picks.

It has differing moving parts and has a growth component - lab samples go to their products associated with lab work. Personalized medicine is a major growth area and means more specific types of testing. This will benefit TMO

Great company over the long term.
Weak share price a good time to invest.
Grow company that has volatility.
M&A strategy will be good if assets remain cheap.

A great company, a mid-tech conglomerate that aggressively buys companies and boasts recurring revenues. We're approaching a recession, but buy for the long-term and buy in tranches.

Currently owns shares in the company.
Share price presenting good value.
Wonderful long term performer.
Highly specialized equipment that is in high demand.
Recurring revenue model with requirement to service machines.
Company investing in new products and services with strong cash flow. 

Does not own shares, but keeps eye on company.
Well run company, but valuation too high.
Believes company has strong long term prospects.

Since last November, shares have rebounded. TMO reported a strong quarter today: huge revenue beat, better than organic growth, solid earnings beat and positive full-year guidance.