Q: What are your thoughts on DHR as a long term play in the healthcare space? Stock seems to be unloved for the past couple of years after fantastic long term performance. It's spin off of Veralto created value but wondering what is the next catalyst for this stock / company?
It seems punished due to concerns on China but the company reinstated its buy back program last quarter and I would assume that since the stock is even lower they are seeing value and purchasing shares.
Is this a good position to continue holding and even adding at today's prices?
It seems punished due to concerns on China but the company reinstated its buy back program last quarter and I would assume that since the stock is even lower they are seeing value and purchasing shares.
Is this a good position to continue holding and even adding at today's prices?
Q: What do you think of Danaher's current valuation, do you think this a good entry point to start a new long-term position?
Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?
Given their long-term success, I'm thinking the company should be capable of navigating any potential "political" headwinds with the incoming US administration?
Q: Would you endorse a switch from DHR to ISRG (taxes not an issue)? I know you really like ISRG. I suspect I would be taking on more volatility and DHR has been a decent grower but would ISRG likely be that much stronger growth wise?
Appreciate your insight.
Paul F
Appreciate your insight.
Paul F