Varian Medical Systems | StockChase
10
Varian Medical Systems (VAR-N)

Last Price Recorded: $111.8700 on 2017-12-15

ON STOCKCHASE SINCE Apr 2012

Consumer Products
10
Varian Medical Systems (VAR-N)

Last Price Recorded: $111.8700 on 2017-12-15

ON STOCKCHASE SINCE Apr 2012

Consumer Products

Varian Medical Systems


Signal Opinion Expert
PAST TOP PICK

(A Top Pick Aug 29/14. Up 2.34%.) Radiation therapy equipment for treating cancer. Have been affected a little by foreign exchange rates. These are big ticket purchases, so she expects purchases have been delayed, but she has seen this come back. On the emerging-market side, it is a little bit more challenging. Still thinks the trend for cancer radiation therapy is still alive and well.

Consumer Products

(A Top Pick Aug 29/14. Up 2.34%.) Radiation therapy equipment for treating cancer. Have been affected a little by foreign exchange rates. These are big ticket purchases, so she expects purchases have been delayed, but she has seen this come back. On the emerging-market side, it is a little bit more challenging. Still thinks the trend for cancer radiation therapy is still alive and well.

Consumer Products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$87.010
Owned Owned
Yes

PAST TOP PICK

(Top Pick Apr 14/14, Up 17.56%) She bought into a time where there were slowing sales.  Now we have seen a nice up-tick in sales. 

Consumer Products

(Top Pick Apr 14/14, Up 17.56%) She bought into a time where there were slowing sales.  Now we have seen a nice up-tick in sales. 

Consumer Products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$94.820
Owned Owned
Yes

PAST TOP PICK
Varian Medical Systems(VAR-N) 

February 26, 2015

(Top Pick Jan 10/14, Up 14.91%) Hospitals stepped back to see what the environment was like and now orders have picked up.  It is one of the cheapest names still in the health care space.

Consumer Products

(Top Pick Jan 10/14, Up 14.91%) Hospitals stepped back to see what the environment was like and now orders have picked up.  It is one of the cheapest names still in the health care space.

Consumer Products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$92.450
Owned Owned
Yes

TOP PICK

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.

Consumer Products

Manufacture radiation therapy machines. One of the cheapest in healthcare equipment. Have been affected by the delays of big-ticket purchases. The trend for cancer is not going away, so the replacement equipment is needed both in the US and overseas.

Consumer Products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$85.020
Owned Owned
Yes

TOP PICK

She has seen some lackluster growth in this.  Big ticket items.   Well run company and some good products.  Relative to a lot of other medical device companies it is compelling value.

Consumer Products

She has seen some lackluster growth in this.  Big ticket items.   Well run company and some good products.  Relative to a lot of other medical device companies it is compelling value.

Consumer Products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$84.570
Owned Owned
Yes

TOP PICK

Cancer rates are expected to increase across the world as the population ages.  The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.  Last quarter we saw an uptick.  They are also now selling their machines into developing markets.  A lot of room for growth here.

Consumer Products

Cancer rates are expected to increase across the world as the population ages.  The issue had been slow growth in the US, but she thought it was the shifting of the healthcare system.  Last quarter we saw an uptick.  They are also now selling their machines into developing markets.  A lot of room for growth here.

Consumer Products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$82.060
Owned Owned
Yes

TOP PICK

Radiation therapy equipment manufacturer and a global leader. Likes to find companies that are on the back burner of investors. US is seeing slower growth in this area. These are big-ticket items and hospitals are waiting to see how the whole healthcare space plays out. She sees very strong growth outside of the US. Also, in the US, the replacement cycle is coming up. Very high margins and high ROE and growth throughout the recession.

Consumer Products

Radiation therapy equipment manufacturer and a global leader. Likes to find companies that are on the back burner of investors. US is seeing slower growth in this area. These are big-ticket items and hospitals are waiting to see how the whole healthcare space plays out. She sees very strong growth outside of the US. Also, in the US, the replacement cycle is coming up. Very high margins and high ROE and growth throughout the recession.

Consumer Products
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$80.970
Owned Owned
Yes

PAST TOP PICK

(Top Pick Aug 29/12, Up 23.25%) Foreign market is quite strong but US is seeing a shift into hospitals.  The opportunity for them to move into new markets remains and so he would stay with them.

Consumer Products

(Top Pick Aug 29/12, Up 23.25%) Foreign market is quite strong but US is seeing a shift into hospitals.  The opportunity for them to move into new markets remains and so he would stay with them.

Consumer Products
Ian Ainsworth

Vice President, Investments, MacKenzie Financial ...

PricePrice
$73.220
Owned Owned
Yes

TOP PICK

Medical imaging systems where it has the leading market share. Siemans (SI-N) dropped out of the business, which was 20% of the market, and this company has been asked to integrate Siemans’ operating systems into their own so that they can now manage the total package. Not only do they get the benefit of the demographic growth but also perhaps, cannibalize 20% of the market. He would be comfortable with $65 12 months out.

Consumer Products

Medical imaging systems where it has the leading market share. Siemans (SI-N) dropped out of the business, which was 20% of the market, and this company has been asked to integrate Siemans’ operating systems into their own so that they can now manage the total package. Not only do they get the benefit of the demographic growth but also perhaps, cannibalize 20% of the market. He would be comfortable with $65 12 months out.

Consumer Products
Ian Ainsworth

Vice President, Investments, MacKenzie Financial ...

PricePrice
$59.480
Owned Owned
Yes

SELL
Medical systems in the cancer field. Company has done brilliantly. Trading up near record levels. If he has stocks that have done really well, he is looking when to get out. Insiders have been selling. Book value is about $12.
Consumer Products
Medical systems in the cancer field. Company has done brilliantly. Trading up near record levels. If he has stocks that have done really well, he is looking when to get out. Insiders have been selling. Book value is about $12.
Consumer Products
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$67.380
Owned Owned
No

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