Monday, November 2, 2015

Danaher Corporation Offers a Safe Haven

Given the weakening in the industrial economy in the last six months, investors have increasingly bought into companies like Danaher for two main reasons:

First, its mix of healthcare and niche technology businesses and minimal exposure to oil and gas capital spending means it should avoid the worst of the slowdown.

Second, it's somewhat of a special-situations stock in the sense that its $13.8 billion acquisition of filtration company Pall Corp. was with the intention to separate itself into two publicly traded companies.

That said, do its recent third-quarter results back up this thesis?


READ THE FULL EQUItY RESEARCH ARTICLE LINKED