Image

Image

Tuesday, May 3, 2016

Waters Corp. Makes Lab Testing and Scientific Research Equipment

From the Waters Corp. website:

Better technology furthers better science. Waters continually pushes the limits of scientific possibility, helping our customers to reach their goals every day.
Through constant collaboration with the scientific community, our customers benefit from innovation in our core technologies: separation and analytical sciences, mass spectrometry and laboratory informatics. Separately, or together, our solutions contribute to our customers’ enduring business and scientific success.
This looks like a company that may benefit in the long-run from increased demand for cannabis testing and scientific research. More financial research is underway over here at SEC Filings on Weed! Unsurprisingly, a quick Waters Corp. 10-K and 10-Q search for cannabis related terms did not turn up anything.  This could be one of those unspoken but understood opportunities.  I'd be surprised if a lot of Waters' wares weren't already in use at cannabis testing labs such as CannLabs and medical research outfits like Nemus Bioscience and their partner the University of Mississippi.

Walgreen's isn't shying away from medical cannabis, see this recent article at The Huff Post.

Disclosure:  I don't own shares of Waters Corp. I have owned Walgreen's stock since early 2012, when the whole Express Scripts brawl seemed extremely important to Wall Street.  I was hoping Goldman Sachs was on the other side of my trades. They issued a sell rating at about a $30 billion market cap around the time I was buying. Be greedy when others are fearful and fearful when others are greedy.  You can see my portfolio as of the middle last month here. I'm not a very active trader.

No comments:

Post a Comment