More From JPMorgan
Too busy yesterday, but today I listened in on Varian Medical Systems(VAR) and Waters Corporation WAT). I hope to write a fool article on the earnings report of the former (baby due soon, so we shall see).
VAR is a leader in the equipment that delivers radiation therapy in oncology. These are expensive instruments, but becoming more and more innovative. The trend toward better directed treatment, image analysis combined with effective radiotherapy may be more powerful than new drugs in future oncology treatment. Very interesting company and one I have gone bullish on in CAPS. Solid demographics favor this business as well, not to mention global opportunities.
Second was Waters. I've already commented on Waters as a leader in analytical instruments, specifically HPLC and MS. Good solid company, should continue to perform well. I'm bullish on this one as well in CAPS.
I own neither so far.