Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

If Agilent Weakens Further, Take Advantage Of It

As a high-quality company with strong share in most of its addressed markets, Agilent (NYSE:A) doesn't frequently get all that cheap. The initial reaction to a weaker-than-expected fiscal first quarter has been pretty restrained as of this writing, but investors may want to sharpen their pencils and get ready to move on this name. Agilent has cyclical volatility and exposure to weaker government spending, but represents a good quality growth name at the right price.

For Fiscal Q1, Most Of The Surprises Were Unwelcome

Contrary to the expectations built up by the reports from Danaher (NYSE:DHR), Thermo Fisher (NYSE:TMO), Waters (NYSE:WAT), and National Instruments (NASDAQ:NATI), Agilent's fiscal first quarter was...

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