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Strategies & Market Trends : Value Investing
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To: Shane M who wrote (53294)2/1/2014 11:12:26 AM
From: Spekulatius1 Recommendation

Recommended By
Shane M

   of 78495
 
Re LH and DGX - i think there is some moat, but probably not much. The moat is with the scale and the brand name / name recognition. Many large employers standardize their pre- employment testing with one company and there are only few to choose from.

I also think that the larger scale gives the LH and DGX cost advantages and in a near commodity business, the lowest cost wins. That said, i think there is also an insourcing trend from hospitals and health care organizations. I think one of the reasons for this is seamless data tie-in.
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