Danaher Corp (NYSE:DHR)

I know I'm going against the grain on this but this is such a weak dividend yield. It's embarrassing.

Also, the P/E has had a run up that I feel insecure about given the industry average. I'm going to speculatively give this the big "thumbs down." This is a busy sector with a lot of competition; if you can't compete on fundamentals, you are only competing on a story. I don't bet on storytellers.

294. Danaher Corp. (NYSE: DHR) is one of the companies in the S&P500 that I think I'd enjoy working for. They are excellent at selecting companies to acquire at a specific price. This specific price is short of the value that Danaher believes they can add by effectively kicking operational tail. I'm glad they raised their 'pity the fool' dividend to 3 cents but come on. What is the point of a pity dividend? Target: $50-$60. This is a company that is a solid own for the next decade at these prices. If you're lucky enough to get a dip, buy it and let your portfolio rip.

http://beta.fool.com/bradford86/2012/01/16/price-market-part-45/

A+ stocks.

Im a newbie fool but it looks like a sound ivestment. Good news forecasted from what ive gathered

Good feeling about this nicely positioned company.

Current Quarter vs. Prior Year: For the third quarter 2011, analysts estimate DHR will earn $0.70 per share, an increase of 17.07% over the prior year third quarter results.
+14.1%Annualized 5 Year growth rate
Growth Rates
1 Yr 3 Yr 5 Yr
+53.5% +12.4% +14.1%

15.30 P/E looks affordable for an equity with a growth track record

beat earnings and revenue estimates.

BEC acquisition is a tough pill to swallow. High valuation, stay away

Steady growth and dividend-paying, with a smart management team heading it up, focused on getting the most value possible out of every step in the process. Thriftiness as a culture, powering super companies. Very good at recognizing companies that will benefit from their process.

Has moats. Professional equipment sector has high switching costs. p/b ratio is lowest in at least ten years. Consistent history of growth.

Diversity, solid growth and a good ballance-sheet.
Looks good for expansion.

Operational Excellence basket

Danaher excels at finding good companies and buying them at good prices. They add value by reducing costs and improving margins at their acquisitions by applying their special blend of continuous improvement processes, aka the Danaher Business System. They do this better than most other companies.

Blackstone doesn't even hold a candle to these guys. Next BurkHath.

My DD Says The Stock Is A Winner And Will Go Past $65 in Early 2012

Well run company with solid business model. All companies driven hard to follow the model. You can go to each and every company and see the same metrics posted throughout its manufacturing areas. Employees are driven to do more with less, that is to say, 'work smart not harder'.

The stock is currently undervalued on a future P/E perspective. DHR produces very consistent earnings and usually trades at a conservative 21x PE ratio. It is trading at 23.21x current earnings ratio on the expectation of a large Q1 2010 number.

Fair present value is:
2010 fair value of DHR:
P/E valuation: (21*4.13) = $86.73
2011 fair value of DHR:
P/E valuation: (21*4.72) = $99.12

Please see the Practice Due Diligence blog article for DHR for further research:

http://msncaps.fool.com/Blogs/ViewPost.aspx?bpid=374608&t=02003600157789065646

DHR is my highest conviction pick for the long term. DHR presents an opportunity to outperform the broad market at a very low risk for the foreseeable future.

Disclosure:
RL- Long Position in DHR is 18.6% of Total Portfolio

Stellar acquisition strategy and technology focus will result in DHR to outperform industry & market. Performance driven business that will achieve >$100 share price in short-term with increased EPS in 2010. Dividend secured due to modest payout.