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!
Thank you!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Henry Schein Inc. (HSIC)
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Patterson Companies Inc. (PDCO)
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DENTSPLY SIRONA Inc. (XRAY)
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Envista Holdings Corporation (NVST)
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.
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
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