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  5. DHR: I just sold DXCM and am looking for a replacement in the healthcare sector. [Danaher Corporation]
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Investment Q&A

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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!
Asked by Cameron on February 14, 2024
5i Research Answer:

We would choose ISRG, for its growth potential, new products, and very high global dominant market share. It has a very strong moat. We like the others, but we really like LLY even after its gains. Momentum is very good and earnings growth is set to accelerate.