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- Portfolio Sees Amphenol's Loss Wiping Out Baxter's Gain
- Eddy Elfenbein submits: We had two earnings reports yesterday morning from our Buy List stocks, and so far, the results seem to be canceling each other out. Amphenol’s loss is wiping out Baxter’s gain. Amphenol APH reported earnings of 43 cents a share which beat the...
- External links 2009-07-16
- SEI and Danaher's Ugly Earnings
- Eddy Elfenbein submits: Danaher DHR isn’t doing as well I hoped. The economy is really putting the squeeze on the company. Q1 earnings came in at 72 cents a share which was a penny shy of forecasts. In January, the Danaher said to expect 70 to 80 cents a...
- External links 2009-04-23
- Danaher Is Still a Very Good Buy
- Eddy Elfenbein submits: Yesterday, Danaher DHR pared back its Q4 guidance to a range of $1.03 to $1.10 a share from its previous forecast of $1.17 to $1.25 a share. The CEO said, Global economic conditions have continued to deteriorate over the last several weeks impacting many of our...
- External links 2008-12-08
- Donaldson: On Its Way to a 20th Record Year
- Eddy Elfenbein submits: If you’ve read my writing for a while, you know that I’m a big fan of Donaldson DCI, the filtration company. The company has delivered record earnings for 19 straight years. On Monday, Donaldson reported earnings for its fiscal first quarter and it looks like they’re...
- External links 2008-11-26
- Donaldson: Looks Like the Streak Is Over
- Eddy Elfenbein submits: Today is a sad day for lovers of high-quality stocks. Donaldson DCI lowered its 2009 EPS forecast to a range of $1.70 to $1.90, which means that the company will almost certainly end its 19-year streak of delivering record earnings. Donaldson isn’t very well...
- External links 2009-02-26
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