• Intuitive Surgical Inc. (ISRG)
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• Danaher Corporation (DHR)
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• Masimo Corporation (MASI)
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• Eli Lilly and Company When Distributed (LLY.WD)
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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!

Upvote 6

Read Answer Asked by Cameron on February 14, 2024

• Masimo Corporation (MASI)
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Q: Been some time since a Q was asked about this company - please provide your thoughts on its valuation (particularly relative to peers) and growth prospects going forward. Thx for all you do, John

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Read Answer Asked by John on September 15, 2023

• Masimo Corporation (MASI)
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• Medpace Holdings Inc. (MEDP)
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Q: Both of these health care stocks fell significantly after reporting what appear to be decent earnings. They are both expensive -- less so now -- and high valuation stocks are currently being punished. But the drops seem overly harsh. Could you please comment on their earnings and guidance. Is this a good time to buy? Thanks.

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Read Answer Asked by Ron on February 17, 2022