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DewDiligence

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Re: dav1234 post# 140746

Tuesday, 04/24/2012 10:47:56 PM

Tuesday, April 24, 2012 10:47:56 PM

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PKI, TMO, and WAT compete to some degree; however, PKI derives about half of its sales from non-healthcare businesses. PKI is a probably stronger beneficiary of The Global Demographic Tailwind than the other two companies, IMO. Moreover, with an enterprise value about half of WAT’s and one-seventh of TMO’s, PKI has considerably more buyout vig than the others.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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