Thermo Fisher: The Market Is Missing The Point, This Pullback Is A Buy (Rating Update)

The market is a bit quiet and nervous these days, even with some strong results from some companies. Although Thermo Fisher ( TMO ) guidance was not overly impressive in this earnings season, the quality of the business is there and willI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, ...