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Thermo Fisher Scientific, Inc. Message Board

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  • mister_green_genes mister_green_genes Oct 7, 2011 2:09 PM Flag

    Illumina Bad News

    Goldman Sachs writes about Illumina Inc. (NASDAQ: ILMN), “We expect the group to sell off given the incremental uncertainty that ILMN's miss creates. However, we view the majority of these issues to be ILMN-specific and would therefore view weakness as a buying opportunity for Thermo Fisher Scientific (TMO). TMO (Buy; $53.67) offers in our view investors the best 2012 EPS visibility, a diverse revenue base and balance sheet optionality. We also highlight Mettler-Toledo International's (Buy; $142.72) relatively low exposure to US/EU academic funding pressure (less than 5% of sales) and ample share gain opportunities.”

    ILMN closed yesterday at $39.93.

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