Rayno Dx and Tools Portfolio: CSII HOLX ILMN TMO Stellar Performers

Solid  earnings reports-All of Our Picks Are Strong Holds

But Strong Dollar a Factor in 2105

Cardiovascular Systems (CSII) Stock Soars 15% On Strong Revenues

Interventional treatments for cardiovascular disease Q2 Revenues soared 38% to $44.7M compared to previous fiscal Q2 2014. Fiscal Q2 2105 loss was $5.3M or (0.17) per share.

Hologic (HOLX) Beats -Turnaround Intact

Premium diagnostic systems , medical imaging and surgical products Q1 Fiscal  Revenues increased 6.6% to $652.8M .Revenues grew in all four business units : Diagnostics, Breast Health, GYN surgical and Skeletal Health. GAAP Net Income was 429.2M compared to a loss of ($5.3) in the previous year period.

Illumina (ILMN) Sell-Off After Beat-Stock Hits $213 Then Sells Off

DNA sequencing and tools leader grows Q4 revenue 32% to $512M over previous period in 2013.GAAP net income for quarter was $153M or $1.02 per share.2014 Revenues were $1861M with GAAP Net Income of $353M or $2.37 per share.

ThermoFisher (TMO) Beats on Revenues but 2015 Guidance Hurt by Strong Dollar -Core Holding

Life science tools and diagnostics  leader grew Q4 revenue 30% to $4.49B and EPS by 39% to $1.99 over previous period. Full year  2014 revenues grew 29% to $16.89B and EPS 28% to $6.86 per share.However in a conference call 2015 revenues were forecasted downing the $17B range because of a strong dollar.

Here is our year-end DX and Tools report from December 29,2014. Top three % winners in 2014 were ABAX EXAS and ILMN.

More 2014 posts here.

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