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Q: On Aug 8/22 you answered a question on BLCO and talked about a possible overhang on the stock from BHC ownership.
Can you update that reply? Basically looking for your opinion on BLCO and whether you have the "no need to rush out and buy" feeling about it. Perhaps their new CEO is a catalyst?
Do you prefer COO:US as an alternative...but seems much more expensive on valuation.
Can you update that reply? Basically looking for your opinion on BLCO and whether you have the "no need to rush out and buy" feeling about it. Perhaps their new CEO is a catalyst?
Do you prefer COO:US as an alternative...but seems much more expensive on valuation.
- Quest Diagnostics Incorporated (DGX)
- Hologic Inc. (HOLX)
- Sanofi (SNY)
- The Cooper Companies Inc. (COO)
- Emergent BioSolutions Inc. (EBS)
- QuidelOrtho Corp Com (QDEL)
Q: Would like to invest in the health sector, looking for growth over 1-2 years. Could you comment on the above stocks
- 3M Company (MMM)
- Thermo Fisher Scientific Inc (TMO)
- The Cooper Companies Inc. (COO)
- Avanos Medical Inc. (AVNS)
- Alpha Pro Tech Ltd. (APT)
Q: Thinking about investment implications of this crisis. In a recent investigation by Assoiated Press it was reported that " The critical shortage of medical supplies across the U.S. (Canada?), including testing swabs, protective masks,surgical gowns and hand sanitizer, can be tied to a sudden drop in imports, mostly from China". Do you think there will now be a new emphasis on domestic manufacture and if so where might one find the companies that would benefit?
Thanks
Mike
Thanks
Mike
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