Varian Medical Systems

VAR-N

NYSE:VAR

146.92
0.01 (0.01%)
Varian Medical Systems of Palo Alto, California, USA, is a leading radiation oncology treatments and software maker.
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Analysis and Opinions about VAR-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
August 13, 2015

(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.

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(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.

PAST TOP PICK
PAST TOP PICK
April 29, 2015

(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.

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(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.

PAST TOP PICK
PAST TOP PICK
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.

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(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.

TOP PICK
TOP PICK
August 29, 2014

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.

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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.

TOP PICK
TOP PICK
June 23, 2014

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.

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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.

TOP PICK
TOP PICK
April 15, 2014

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.

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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.

TOP PICK
TOP PICK
January 10, 2014

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.

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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.

PAST TOP PICK
PAST TOP PICK
October 28, 2013

(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.

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(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.

TOP PICK
TOP PICK
August 29, 2012

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.

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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.

SELL
SELL
April 17, 2012
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.
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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.
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