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Q: Hi- would welcome your analysis for this growth / defensive name at current price. Is the debt situation still the major concern here? is there remaining headline risk with the trial and consumer pushback?
Q: Your opinion on this company for a nice way to invest in health care with good growth and not a lot of risk?
Thanks Again
Thanks Again
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Q: Hello Peter & Team,
Everyone is starting to focus on how to re-open the economy and what it might look like. All Elective Surgeries were cancelled as well all know, and as a result there is an estimated 30,000 patients who have had their surgery put on hold. Catching up on the back-log is going to take a number of years.
The private sector is going to be heavily leaned to help with this catch-up. Do you have any idea which companies and/or sector(s) might benefit from this in the coming years?
Thanks for all you do
gm
Everyone is starting to focus on how to re-open the economy and what it might look like. All Elective Surgeries were cancelled as well all know, and as a result there is an estimated 30,000 patients who have had their surgery put on hold. Catching up on the back-log is going to take a number of years.
The private sector is going to be heavily leaned to help with this catch-up. Do you have any idea which companies and/or sector(s) might benefit from this in the coming years?
Thanks for all you do
gm
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