Thermo Fisher Scientific

TMO-N

Analysis and Opinions about TMO-N

Signal
Opinion
Expert
WAIT
WAIT
October 2, 2019
It is a life sciences tool company. It is a relatively resilient business, but some of their tools also go into other industrial applications. You have to have a positive view on the economy. He suggests caution as the industrial space is slowing in growth. He will wait until he feels the economy has hit bottom and is rising again. Make no mistake though, this is a best in class company.
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It is a life sciences tool company. It is a relatively resilient business, but some of their tools also go into other industrial applications. You have to have a positive view on the economy. He suggests caution as the industrial space is slowing in growth. He will wait until he feels the economy has hit bottom and is rising again. Make no mistake though, this is a best in class company.
David Fingold
Price
$279.530
Owned
Yes
TOP PICK
TOP PICK
August 20, 2019
The world's leading scientific instrument maker. They enjoy huge barriers to entry with government customers. They test food and pharma, and have a huge track record. It trades at reasonable valuations. (Analysts’ price target is $309.38)
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The world's leading scientific instrument maker. They enjoy huge barriers to entry with government customers. They test food and pharma, and have a huge track record. It trades at reasonable valuations. (Analysts’ price target is $309.38)
TOP PICK
TOP PICK
February 15, 2019
Biotech and pharmaceutical lab equipment. Recent acquisition lets them get paid for design and manufacturing for any drug or therapy coming down the pipe. Paying down debt in a big way. Will stand to grow very well over the next number of years, as they generate more free cash flow than net income. Yield is 0.27%. (Analysts’ price target is $270.24)
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Biotech and pharmaceutical lab equipment. Recent acquisition lets them get paid for design and manufacturing for any drug or therapy coming down the pipe. Paying down debt in a big way. Will stand to grow very well over the next number of years, as they generate more free cash flow than net income. Yield is 0.27%. (Analysts’ price target is $270.24)
David Driscoll
Price
$252.490
Owned
Yes
BUY
BUY
October 22, 2018

A strong player in scientific equipment that they sell to corporates and universities. They've done a fine job buying and integrating companies. Overall, they've done a great job. Expect more spending in new medicine and treatments as the population ages, a tailwind for them. They're a little expensive though, so keep an eye on their earnings.

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A strong player in scientific equipment that they sell to corporates and universities. They've done a fine job buying and integrating companies. Overall, they've done a great job. Expect more spending in new medicine and treatments as the population ages, a tailwind for them. They're a little expensive though, so keep an eye on their earnings.

Ashley Misquitta, CFA
Price
$225.770
Owned
Unknown
COMMENT
COMMENT
April 17, 2018

A terrific business providing lab supplies to everyone from government labs to university research labs. A leader in this space. Generates cash. A slight tailwind with Amazon threatening to enter this space, but this threat has receeded a little. TMO is expensive relative to its growth which gives him pause.

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A terrific business providing lab supplies to everyone from government labs to university research labs. A leader in this space. Generates cash. A slight tailwind with Amazon threatening to enter this space, but this threat has receeded a little. TMO is expensive relative to its growth which gives him pause.

Ashley Misquitta, CFA
Price
$218.230
Owned
Unknown
COMMENT
COMMENT
April 11, 2018

This is a life sciences sector company. Well known company and the chart looks fantastic. The valuation is fair. The only knock is that he would prefer the diversification of an ETF in this space. There is not much yield.

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This is a life sciences sector company. Well known company and the chart looks fantastic. The valuation is fair. The only knock is that he would prefer the diversification of an ETF in this space. There is not much yield.

Cameron Hurst
Price
$212.790
Owned
No
PAST TOP PICK
PAST TOP PICK
November 1, 2017

(A Past Pick Nov 14/16. Up 32%.) Earnings were just out, and the market liked it. Because of where the market is and where the stock is trading, if you are interested in buying, do half now and the other half later.

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(A Past Pick Nov 14/16. Up 32%.) Earnings were just out, and the market liked it. Because of where the market is and where the stock is trading, if you are interested in buying, do half now and the other half later.

David Driscoll
Price
$194.190
Owned
Yes
PARTIAL BUY
PARTIAL BUY
September 21, 2017

Chart shows that for the last 3 years, it has gone up and to the right despite some volatility. If you like the name, you just have to simply buy it. Maybe take half a position and not even worry about it, and then look for an opportunity to buy the 2nd half.

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Chart shows that for the last 3 years, it has gone up and to the right despite some volatility. If you like the name, you just have to simply buy it. Maybe take half a position and not even worry about it, and then look for an opportunity to buy the 2nd half.

WAIT
WAIT
September 12, 2017

This had a good earnings beat and the stock did extremely well. He would suggest there is a little froth in it at the moment, but doesn’t think it is terribly valued. Any time anything has really shot up like this, it has to consolidate. If the earnings can catch up a little, with the valuation, it is probably approaching 20X PE. Good growth and good company, but is a little ahead of itself. He would give it a little room to consolidate.

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This had a good earnings beat and the stock did extremely well. He would suggest there is a little froth in it at the moment, but doesn’t think it is terribly valued. Any time anything has really shot up like this, it has to consolidate. If the earnings can catch up a little, with the valuation, it is probably approaching 20X PE. Good growth and good company, but is a little ahead of itself. He would give it a little room to consolidate.

Cameron Hurst
Price
$194.040
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
August 21, 2017

(Top Pick Nov 14/16, Up 17.89%) They just bought Patheon. There is no end in sight as to the kind of acquisitions they can do.

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(Top Pick Nov 14/16, Up 17.89%) They just bought Patheon. There is no end in sight as to the kind of acquisitions they can do.

David Driscoll
Price
$174.010
Owned
Yes
TOP PICK
TOP PICK
November 14, 2016

Life sciences is the big theme here. There has been a lot of consolidation in the industry. They acquired FEI Corp, which was in electron microscopes and major mass spectrometry. This has analysis, chemical analysis so that you can do DNA testing. They have so many ins around the world, so it is really their offshore business outside of the US that is driving the growth forward. Dividend yield of 0.41%.

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Life sciences is the big theme here. There has been a lot of consolidation in the industry. They acquired FEI Corp, which was in electron microscopes and major mass spectrometry. This has analysis, chemical analysis so that you can do DNA testing. They have so many ins around the world, so it is really their offshore business outside of the US that is driving the growth forward. Dividend yield of 0.41%.

David Driscoll
Price
$148.020
Owned
Yes
COMMENT
COMMENT
July 14, 2016

Other than being in healthcare, this is an outstanding company. Has held this in the past, and is looking to get into it again. This is more medical devices than drugs, etc. This is one of his top picks in that space.

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Other than being in healthcare, this is an outstanding company. Has held this in the past, and is looking to get into it again. This is more medical devices than drugs, etc. This is one of his top picks in that space.

John Stephenson
Price
$157.730
Owned
No
PAST TOP PICK
PAST TOP PICK
July 18, 2014

(A Top Pick June 20/13. Up 47.16%.) Saw a transformational acquisition, when they decided to purchase Life Technologies. It really expanded their network, and gave them the ability to cross sell their products in new markets. Even though it is still early days for them to realize the synergies, there could be earnings north of $7 a share going forward. Paying down their debt, but also streamlining the business by selling one of their lab equipment and supply companies.

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(A Top Pick June 20/13. Up 47.16%.) Saw a transformational acquisition, when they decided to purchase Life Technologies. It really expanded their network, and gave them the ability to cross sell their products in new markets. Even though it is still early days for them to realize the synergies, there could be earnings north of $7 a share going forward. Paying down their debt, but also streamlining the business by selling one of their lab equipment and supply companies.

Mohsin Bashir
Price
$121.000
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 19, 2014

(A Top Pick June 20/13. Up 51.79%.) One of the largest lab equipment/healthcare research companies. Their biggest catalyst was the acquisition of Life Technologies, which is basically a game changer for them. It helped them realize synergies between their long withstanding cell reagent business and Life Technologies’ e-commerce network.

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(A Top Pick June 20/13. Up 51.79%.) One of the largest lab equipment/healthcare research companies. Their biggest catalyst was the acquisition of Life Technologies, which is basically a game changer for them. It helped them realize synergies between their long withstanding cell reagent business and Life Technologies’ e-commerce network.

Mohsin Bashir
Price
$121.810
Owned
Yes
TOP PICK
TOP PICK
June 20, 2013

Just recently acquired in life technologies. Advantages for growth in emerging markets. Air and water quality testing and Narcotics detection. Pretty good prospects $7 per share earnings ahead. 0.7% yield. Anticipates increase going forward. Will pay down debt aggressively and then increase dividend.

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Just recently acquired in life technologies. Advantages for growth in emerging markets. Air and water quality testing and Narcotics detection. Pretty good prospects $7 per share earnings ahead. 0.7% yield. Anticipates increase going forward. Will pay down debt aggressively and then increase dividend.

Mohsin Bashir
Price
$81.660
Owned
Yes
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