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Opinions Cameron Hurst
Becton DickinsonBDXTOP PICKNov 07, 2017
Cameron HurstStock 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.
A healthcare name in devices. They have the Bard C R (BCR-N) acquisition that should close before the end of the year, which will give them a mid-single digit accretion and nice cost synergies. They are in the devices space, where capital spending worldwide is strong and growing. They are good about using dividends to return capital to shareholders. Dividend yield of 1.3%. (Analysts' price target is $234.50.)