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!

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.

Q: Greetings!
How do you see these two for buying the dip? I'd expect they will fall short on earnings report. The dental field in Canada has been shut down for about 6 weeks. Any insight would be great! Thanks