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Opinions Barry Schwartz
Becton DickinsonBDXTOP PICKAug 29, 2017
Barry SchwartzStock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Healthcare supplier in North America.
90% of products are disposable - creates recurring revenue.
Expecting double digit earnings growth.
Fantastic M&A growth with good management team.
Dividend growing at a regular pace.
Lorne Steinberg
Lorne Steinberg
"Canadian Tire" of healthcare products for clinics and medical offices. Products are one-use only. Elective surgeries have been cancelled, so stock has not done much. Will shine in post-Covid era. Yield is 1.38%. (Analysts’ price target is $272.31)
David BaskinHealthcare gets knocked down before an election so there is a constant battle at this time of year and then it disappears after the election. This is a great company and continues to do well and you should own it or SYK-N, which he owns.
BDX vs. BSX Owns Boston Scientific instead, with a strong history of execution. One-time events threw off that execution. Hospital procedures are coming back, which will benefit the entire industry. BSX is better known for innovation.
Acquiring Bard C R Inc., and is essentially going to be a one stop shop for hospitals, providing the product, providing analytics, providing administration. They get 58% of revenue from the US, so there is a big opportunity in emerging markets. He sees 5% revenue growth for many years to come. Sees them reducing debt in the next 2-3 years, and maybe making another material acquisition. Dividend yield of 1.4%. (Analysts’ price target is $216.50.)