About
the best thing I can say about my bullish call(s) on Agilent
(NYSE:A)
is that owning its shares hasn't hurt you too badly in 2012, as the
stock has lagged the S&P 500 by about 7% for the year so far and
actually outperformed (slightly) over the past quarter. While the
company's guidance
for 2013 was not very compelling, I continue to believe that Agilent
offers a good collection of businesses with ongoing growth potential,
as well as longer-term margin
and free
cash flow (FCF) leverage. The question is whether or not
investors can afford to be patient while that long-term thesis works
itself out.
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