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Opinions Barry Schwartz
Becton DickinsonBDXCOMMENTOct 16, 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.
Recently started buying this. For lack of a better way to describe it, this is like a full complete service provider for medical supplies to hospitals and clinics. They sell consumables such as syringes and catheters, and are trying to get more into drug delivery and software. Acquiring Bard C R (BCR-N). A great company and a good business to be in.