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Q: Hi Peter and team,
While Becton Dickinson and Stryker seem to have a lot in common (medical supplies, joint replacement, etc.) their performance has deviated greatly in recent years; (over the past year, less than 1% gain for BDX but almost 12% for SYK). The one I own (naturally) is BDX, which also has a lower P/E and a higher dividend. Two questions: (i) any idea why BDX has underperformed SYK so much; (ii) would you sell, hold on, or buy more of what many analysts say is a well-run company in a demographically promising business?
Thanks!

Read Answer Asked by James on December 23, 2021
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