2013年全美研究团队：生命科学和诊断工具，第3号：罗斯Muken

未排序去年，ISI集团罗斯Muken声称第三位。“罗斯是各种名目的我的第一个电话，是为数不多的[分析]谁是这两个产品的细节和财务模型，知识渊博的一个”欢呼一个靠山。“底线：他帮我们赚钱。”众多不利因素，包括美国封存，在基于中国的需求和整个欧洲广泛营收疲软放缓，都抖部门，研究人员报告。他预测，“群[仍将]表现出对今年余下的混合性能，作为资本支出环境挑战和宏仍有些不确定性。”Muken’s top pick going forward is Waltham, Massachusetts–based Thermo Fisher Scientific, thanks to the laboratory equipment provider’s attractive organic growth profile, substantial opportunity to expand operating margin and recently announced acquisition of Carlsbad, California–based rival Life Technologies Corp. The $13.6 billion deal, set to close in early 2014, offers potential earnings-per-share upside, he believes. “The impressive cash flow the combined entity generates will allow for a substantial improvement in capital returns over the medium term,” Muken explains, “with a distinct focus on the dividend.” He does not expect regulatory issues to stop the transaction, although he thinks a few minor divestitures are possible. —莱斯利·克莱默