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5i Recent Questions
Q: Can you provide your thoughts on this weeks KKR investment in HSIC. What does this mean for HSIC and its possible future.
Q: Your thoughts on selling Medtronic and trimming Linamar and replacing with one of these companies. I lean towards Pattersons Co. that is more in providing services.
Thank you!
Thank you!
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Henry Schein Inc. (HSIC)
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Patterson Companies Inc. (PDCO)
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DENTSPLY SIRONA Inc. (XRAY)
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Envista Holdings Corporation (NVST)
Q: I have a question about the dental health care space. I held onto Danaher for a few years, primarily for its dental holdings, but they were spun off into another company, Envista, in 2019. NVST has not performed as well as DHR since the spin-off, but its product lines are very well-regarded in the field (first-hand knowledge on this point). I believe that the products will maintain their popularity, but I would really like to hear your thoughts on the management of NVST, as well as how you feel the company as a whole will perform in the next few years.
I have been also considering starting a position in XRAY (again, first-hand knowledge of its product lines, which are very good), or pivoting towards distributors, such as HSIC and PDCO. As always, I appreciate your insight, and look forward to your response.
I have been also considering starting a position in XRAY (again, first-hand knowledge of its product lines, which are very good), or pivoting towards distributors, such as HSIC and PDCO. As always, I appreciate your insight, and look forward to your response.
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