Q: A pick a few months ago from David Einhorn. Acting well this year - +33%. you haven't liked their debt load in the past. May I have your current thoughts?
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Intuitive Surgical Inc. (ISRG)
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Becton Dickinson and Company (BDX)
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HCA Healthcare Inc. (HCA)
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Tenet Healthcare Corporation (THC)
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
Q: Do you consider THC a good investment now.