- Intuitive Surgical Inc. (ISRG)
- Danaher Corporation (DHR)
- Masimo Corporation (MASI)
- Eli Lilly and Company When Distributed (LLY.WD)
Q: I just sold DXCM and am looking for a replacement in the healthcare sector. I've either owned (ISRG, MASI) or watched (DHR) for years, but currently do not own any of these. From my end, they all look like good choices, which would be your preference and why?
If you've got another recommendation, I'm all ears!
If you've got another recommendation, I'm all ears!
5i Research Answer:
We would choose ISRG, for its growth potential, new products, and very high global dominant market share. It has a very strong moat. We like the others, but we really like LLY even after its gains. Momentum is very good and earnings growth is set to accelerate.