What the experts are saying about DHR-N

Signal	Opinion	Expert
BUY	Danaher Corp.(DHR-N) March 21, 2019 They just bought GE Pharma for $20 billion that supposedly is going to be an earnings accretive acquisition. The stock went up in price $6 the day it was announced. The market basically saying "you did good". Now they sit back and pay down the debt in 5 years. There is going to be a bump in earnings. Still buying but it is getting toppish. machinery 0 0 0 0 0 0 comments	They just bought GE Pharma for $20 billion that supposedly is going to be an earnings accretive acquisition. The stock went up in price $6 the day it was announced. The market basically saying "you did good". Now they sit back and pay down the debt in 5 years. There is going to be a bump in earnings. Still buying but it is getting toppish. machinery 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $132.290 Owned Yes

TOP PICK	Danaher Corp.(DHR-N) January 17, 2019 Life sciences, diagnostics, and consumables for research, with huge demographic potential. Multinational. Looking at 10-15% dividend growth. Has owned it for the better part of a decade and it's never upset him. Yield is 0.6% (Analysts’ price target is $112.53) machinery 0 0 0 0 0 0 comments	Life sciences, diagnostics, and consumables for research, with huge demographic potential. Multinational. Looking at 10-15% dividend growth. Has owned it for the better part of a decade and it's never upset him. Yield is 0.6% (Analysts’ price target is $112.53) machinery 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $105.570 Owned Yes
BUY	Danaher Corp.(DHR-N) August 7, 2018 Danaher is like owning private equity. Serial acquisitors of businesses to improve and generate free cash flow well above working capital. In all the right categories right now. About to spin-off dental business. Into life sciences, consumables, and wastewater management. Growing nicely around 15%. Dividend growing 14% year over year, has grown 420% over last 15 years. machinery 0 0 0 0 0 0 comments	Danaher is like owning private equity. Serial acquisitors of businesses to improve and generate free cash flow well above working capital. In all the right categories right now. About to spin-off dental business. Into life sciences, consumables, and wastewater management. Growing nicely around 15%. Dividend growing 14% year over year, has grown 420% over last 15 years. machinery 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $102.260 Owned Unknown
PAST TOP PICK	Danaher Corp.(DHR-N) January 29, 2018 (A Top Pick March 13/17. Up 19.26%) Along with all the life sciences companies, it’s been on a tear. This is because margins are growing. A lot of these are overseas. He likes this because they are in 4 major businesses, dental, water, environmental and all of the usable things for testing that are in laboratories. Still a Hold. machinery 0 0 0 0 0 0 comments	(A Top Pick March 13/17. Up 19.26%) Along with all the life sciences companies, it’s been on a tear. This is because margins are growing. A lot of these are overseas. He likes this because they are in 4 major businesses, dental, water, environmental and all of the usable things for testing that are in laboratories. Still a Hold. machinery 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $103.690 Owned Yes
PAST TOP PICK	Danaher Corp.(DHR-N) January 11, 2018 (A Top Pick March 13/17. Up 13%.) This is in 5 businesses, life sciences, diagnostics, water quality, product idea and dental. These are all industries that have burgeoning growth going forward. Danaher makes acquisitions of companies in those industries, and then turns them around. The dividend has been growing at roughly a 12%-15% clip, so a 13% return on the stock price is no surprise. machinery 0 0 0 0 0 0 comments	(A Top Pick March 13/17. Up 13%.) This is in 5 businesses, life sciences, diagnostics, water quality, product idea and dental. These are all industries that have burgeoning growth going forward. Danaher makes acquisitions of companies in those industries, and then turns them around. The dividend has been growing at roughly a 12%-15% clip, so a 13% return on the stock price is no surprise. machinery 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $98.590 Owned Yes
TOP PICK	Danaher Corp.(DHR-N) March 13, 2017 This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.) machinery 0 0 0 0 0 0 comments	This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.) machinery 0 0 0 0 0 0 comments David Driscoll President , Liberty Internationa... Price $87.500 Owned Yes
BUY	Danaher Corp.(DHR-N) July 6, 2016 (Market Call Minute.) Well-run company. machinery 0 0 0 0 0 0 comments	(Market Call Minute.) Well-run company. machinery 0 0 0 0 0 0 comments John O'Connell, Chairman a, Davis Rea... Price $80.620 Owned Unknown
PAST TOP PICK	Danaher Corp.(DHR-N) March 31, 2015 (A Top Pick July 15/14. Up 8.95%.) A multi-industrial with exposure to medical devices and your typical businesses as well. In this market, this is one of the better industrials to own, because it doesn’t have exposure to oil and gas. The new CEO has done a great job of navigating shareholders expectations. Feels they have a significant amount of CapX to do a deal. It is an M&A story, and people are waiting for the M&A to happen. machinery 0 0 0 0 0 0 comments	(A Top Pick July 15/14. Up 8.95%.) A multi-industrial with exposure to medical devices and your typical businesses as well. In this market, this is one of the better industrials to own, because it doesn’t have exposure to oil and gas. The new CEO has done a great job of navigating shareholders expectations. Feels they have a significant amount of CapX to do a deal. It is an M&A story, and people are waiting for the M&A to happen. machinery 0 0 0 0 0 0 comments Gajan Kulasinga VP & Senio, Sentry Investments... Price $84.900 Owned Yes
PAST TOP PICK	Danaher Corp.(DHR-N) December 15, 2014 (Top Pick Jul 15/14, Up 6.72%) Thinks they will migrate away from the industrial side and toward the medical/dental side. This is an M&A and rollup story. The stock looks cheaper now. The cash balance suggests they will do more M&A. Thinks there is still more upside. machinery 0 0 0 0 0 0 comments	(Top Pick Jul 15/14, Up 6.72%) Thinks they will migrate away from the industrial side and toward the medical/dental side. This is an M&A and rollup story. The stock looks cheaper now. The cash balance suggests they will do more M&A. Thinks there is still more upside. machinery 0 0 0 0 0 0 comments Gajan Kulasinga VP & Senio, Sentry Investments... Price $83.390 Owned Yes
BUY	Danaher Corp.(DHR-N) September 17, 2014 Over a long period of time, this has a nice growth in assets and a very consistent model price. His model price is $85.55, a 10% upside. machinery 0 0 0 0 0 0 comments	Over a long period of time, this has a nice growth in assets and a very consistent model price. His model price is $85.55, a 10% upside. machinery 0 0 0 0 0 0 comments Brian Acker, CA Chief Exec, Acker Finley Inc.... Price $78.730 Owned Unknown
TOP PICK	Danaher Corp.(DHR-N) July 15, 2014 A multi-industrial. Unique in that they have the industrial exposure as well as a healthcare technology segment. Both segments have very good growth prospects. One of the best management teams he has ever met. CEO is retiring, but COO is stepping in, so it will be a smooth transition. Historically, the company has given 11%-12% EPS growth, 15% free cash flow growth and 15% dividend growth. Not expensive. They can do an M&A up to about $12 billion. Accruing so much cash on the balance sheet that you are either going to get a special dividend or they will go out and do a large-scale M&A. Yield of 0.51%. Feels the stock could be worth north of $85. machinery 0 0 0 0 0 0 comments	A multi-industrial. Unique in that they have the industrial exposure as well as a healthcare technology segment. Both segments have very good growth prospects. One of the best management teams he has ever met. CEO is retiring, but COO is stepping in, so it will be a smooth transition. Historically, the company has given 11%-12% EPS growth, 15% free cash flow growth and 15% dividend growth. Not expensive. They can do an M&A up to about $12 billion. Accruing so much cash on the balance sheet that you are either going to get a special dividend or they will go out and do a large-scale M&A. Yield of 0.51%. Feels the stock could be worth north of $85. machinery 0 0 0 0 0 0 comments Gajan Kulasinga VP & Senio, Sentry Investments... Price $78.240 Owned Yes
COMMENT	Danaher Corp.(DHR-N) September 24, 2012 In 5 major areas. Dental, environmental services, industrial services, test and measurement and life sciences. Great company. All these areas are interesting. Roughly 25% of each area is in emerging markets. Finds it expensive at 15.2X next year’s earnings per share. He prefers a more focused view, for example water, which this company has a piece of. machinery 0 0 0 0 0 0 comments	In 5 major areas. Dental, environmental services, industrial services, test and measurement and life sciences. Great company. All these areas are interesting. Roughly 25% of each area is in emerging markets. Finds it expensive at 15.2X next year’s earnings per share. He prefers a more focused view, for example water, which this company has a piece of. machinery 0 0 0 0 0 0 comments Peter Brieger Chairman &, GlobeInvestment Capi... Price $54.740 Owned No
DON'T BUY	Danaher Corp.(DHR-N) September 20, 2012 Interesting company and has been a good stock. Trading at about 15X earnings. Growing revenues in the single digits, which always worries him. Well diversified industrial. machinery 0 0 0 0 0 0 comments	Interesting company and has been a good stock. Trading at about 15X earnings. Growing revenues in the single digits, which always worries him. Well diversified industrial. machinery 0 0 0 0 0 0 comments Gordon Reid President, GoodReid Investment ... Price $55.020 Owned No