July 27, 2023 @ 9:34 am | Breaking News |
The comparisons with 2022 continue to hurt shares of Danaher (DHR). For the second quarter, reported Monday, July 24, the company saw revenue down 8% and adjusted earnings per share off 26% year over year. The culprit is easy to see. In 2022 Danaher’s...
August 19, 2022 @ 7:50 pm | Breaking News, DHR, Jubak Picks Portfolio, XYL |
My one-hundred-and-sixty-sixth YouTube video “It’s All About Water” went up today. We’re back after a hiatus! In this video, I look at how global water scarcity could impact the chip industry, using Taiwan Semiconductor Manufacturing (TSM) as...
December 2, 2021 @ 7:08 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
I’m starting up my videos on JubakAM.com again–this time using YouTube as a platform. My seventy-fifth YouTube video “4 Picks for the Omicron Wave” went up today. Please watch and subscribe to my YouTube channel. And like my video. Here’s...
November 30, 2021 @ 6:58 pm | Breaking News, DHR, Jubak Picks Portfolio |
It’s hard today, November 30, to find any stock with the kind of momentum that I’m looking for in the last month of 2021. Apple (AAPL) looks like a good possibility, which is why I made it Pick #5 in my Market Melt Up Special Report on my subscription site...
October 22, 2020 @ 7:05 pm | Breaking News, DHR, Jubak Picks Portfolio |
Shares of Danaher (DHR) were up just 3.28% today. I say “just” because the company delivered a blow out earnings report today. Danaher reported adjusted earnings of $1.72 per share on $5.88 billion in sales for its third quarter. Analysts had expected...
September 17, 2020 @ 7:07 pm | Breaking News, ILMN, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Shares of Illumina (ILMN) dropped 8.44% today, September 16, on reports by both Reuters and Bloomberg that the genetic sequencing marketing leader is in talks to acquire Grail, a still private startup focused on blood tests for the early detection of cancer. I think...
March 23, 2020 @ 6:43 pm | Breaking News, DHR, Jubak Picks Portfolio |
Late Friday night, the U.S. Food And Drug Administration gave emergency approval to Cepheid’s Xpert Xpress test for coronavirus. The test is the first that can be conducted entirely at point of care for a patient–at a hospital, for instance–without...
December 19, 2019 @ 7:12 pm | Breaking News, DHR, Jubak Picks Portfolio, NVDA |
Looking at the history of intense scrutiny and strict conditions for winning approval, no U.S. technology company can take approval from European Union regulators on a big deal for granted. That’s why the news from regulators on acquisitions planned by Danaher...
December 3, 2019 @ 7:07 pm | Breaking News, DHR, Jubak Picks Portfolio |
Danaher (DHR) has announced an exchange offer for shares of Envista Holdings (NVST), the dental services and supplies company recent spun off from Danaher. After Envista’s September IPO Danaher still held 80.6% of Envista shares. The exchange offer would allow...
February 25, 2019 @ 7:43 pm | Breaking News, DHR, Jubak Picks Portfolio |
I have had some doubts about whether Danaher (DHR) had enough of a catalyst to carry it upward during the slowdown in earnings predicted for at least the first three quarters of 2019? Yes, the company was selling off its dental unit, which would leave the company much...
January 10, 2019 @ 7:16 pm | Breaking News, DHR, Jubak Picks Portfolio |
Danaher (DHR) upped its revenue guidance for the fourth quarter on January 8. The company is scheduled to report fourth quarter earnings on January 29. At the conference the company said that its core revenue growth for 2018 to date was 6%. Core operating margins were...
April 19, 2018 @ 6:28 pm | Breaking News, DHR, Jubak Picks Portfolio |
Danaher (DHR) reported fourth quarter earnings of 80 cents a share before the market opened today, April 19. That was 3 cents a share ahead of Wall Street projections. Revenue climbed 10.9% year over year to $5.09 billion. The Wall Street consensus called for $4.97...
October 24, 2017 @ 6:26 pm | Breaking News, DHR, Jubak Picks Portfolio, Update |
On October 16 Jubak Picks Danaher (DHR) reported third quarter earnings of $1.00 a share, five cents a share above Wall Street expectations. Revenue grew by 9.7% year over year to $4.53 billion, above Wall Street projections of $4.47 billion. The company raised its...
June 20, 2017 @ 7:15 pm | Breaking News, Buy, DHR, Jubak Picks Portfolio |
On June 14 I updated my take on why you want water stocks in your portfolio. The sector has entered a new phase, I argued, that made it important for investors to look for water stocks where customers could pay the bill for clean water. Global demand for clean water...