Q: Hi 5i,
I found the Q&A about Envista this morning very interesting. With the Veralto spinoff that is happening with DHR, do you think that Veralto will have the same low/no growth issues? I think DHR is trying to do the same again by keeping the higher growth assets and spinning off the lower growth ones. Would you hang on the the new shares when received or would you sell and maybe put back into DHR instead? TIA!
Wayne
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: The multiple seems high but maybe it’s always been like this with Danaher. Concerns on why this might not be a good time to get in?
Read Answer-
PayPal Holdings Inc. (PYPL)
-
Bank of America Corporation (BAC)
-
Danaher Corporation (DHR)
-
JPMorgan Chase & Co. (JPM)
-
Nike Inc. (NKE)
-
Bank of Nova Scotia (The) (BNS)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Block Inc. Class A (SQ)
-
goeasy Ltd. (GSY)
-
Fortinet Inc. (FTNT)
-
Palo Alto Networks Inc. (PANW)
-
Crocs Inc. (CROX)
-
CrowdStrike Holdings Inc. (CRWD)
-
Docebo Inc. (DCBO)
-
Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I always kick myself when I come to realize a missed opportunity and tell myself that next time, i'll recognize the trend and take advantage of it.
This is me asking that question now.
What 5 US and 5 CDN positions, in your opinion are very much out of favour right now but have quality fundamentals with an excellent chance for share appreciation over the next 3 years?
Q: 1) TMO or DHR for a long term hold, which do you think is best for growth with minimal volatility?
2) Why are so many experts predicting oil and gas will do well in the next two years, and do you agree?
-
AbbVie Inc. (ABBV)
-
Danaher Corporation (DHR)
-
Eli Lilly and Company (LLY)
-
Thermo Fisher Scientific Inc (TMO)
-
Lantheus Holdings Inc. (LNTH)
Q: As I'm sure you're aware, this is a name that has been drifting steadily lower since it ranked on its disappointing latest earnings release. Do you think it remains a premier us drug manufacturer worth holding or would you recommend redeploying the capital into another name?
Read Answer-
AbbVie Inc. (ABBV)
-
Abbott Laboratories (ABT)
-
Danaher Corporation (DHR)
-
Johnson & Johnson (JNJ)
-
Eli Lilly and Company (LLY)
-
Merck & Company Inc. (MRK)
-
Thermo Fisher Scientific Inc (TMO)
-
GE HealthCare Technologies Inc. (GEHC)
Q: In the US healthcare space, I am looking for a value priced name with meaningful upside total return potential (3 to 5 years) ideally with some current yield. Am thinking ABBV but not sure if I should be looking at pure play pharmaceutical, equipment mfg or..? CVS already owned
Thoughts please on above or others, and thanks
-
Danaher Corporation (DHR)
-
Roper Technologies Inc. (ROP)
-
Descartes Systems Group Inc. (The) (DSG)
-
GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
-
TerraVest Industries Inc. (TVK)
-
Markel Group Inc. (MKL)
-
Transdigm Group Incorporated (TDG)
-
Tyler Technologies Inc. (TYL)
-
Berkshire Hathaway Inc. (BRK.B)
-
RCI Hospitality Holdings Inc. (RICK)
Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?
Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth
Thanks!
Q: I’ve held Danaher for the past 3 years and done very well. Recently missed on last quarter. Any concerns here as a long term hold or is it time to move on. If so which company would you suggest as replacement in similar space. Thanks. Chris
Read Answer-
Danaher Corporation (DHR)
-
Roper Technologies Inc. (ROP)
-
Constellation Software Inc. (CSU)
-
Rollins Inc. (ROL)
-
Markel Group Inc. (MKL)
-
Chemed Corp (CHE)
-
Berkshire Hathaway Inc. (BRK.B)
Q: I thought that I had asked this question before, but I went through 6 web pages of "My Questions" and came up empty.
What would you say is the "most" CSU-like stock in the US? Thanks again!
-
Amgen Inc. (AMGN)
-
Gilead Sciences Inc. (GILD)
-
AbbVie Inc. (ABBV)
-
Abbott Laboratories (ABT)
-
Danaher Corporation (DHR)
-
Eli Lilly and Company (LLY)
-
UnitedHealth Group Incorporated (DE) (UNH)
-
DexCom Inc. (DXCM)
Q: I have no Healthcare companies in my portfolio. What names are you presently recommending; Canadian and/or US $. Thanks.
Read AnswerQ: Is there much overlap between these companies and which would you prefer going forward based on business lines, growth and relative valuation? Thanks for your service.
Read AnswerQ: To be clear, my previous question was to see if you could recommend a company(s) that supply services/equipment/support to biotech companies rather than biotech companies themselves. MTD is more of what I'm looking for - any others?
Read Answer
Q: Dear 5i,
Do you like DHR and/or TMO for a long term buy and forget stock?
If yes, which would you prefer one or both?
Is there much overlap between these two stocks?
Q: I think I may have timed out before submitting this question earlier.
I wanted to know your views on swapping DHR for ISRG in my health care allocation, which currently includes SYK and WELL. I know you like ISRG today, perhaps more than you did a couple of years ago when you had concerns about their business in China. Is China a significant part of their business? And your DHR concerns seem centred on their higher levels of debt which are being paid down.
I have done well with DHR but I am wondering if ISRG's growth profile is considered higher without taking on a significant increase in risk. Or would one of my other holdings be a better swap? Or is "do nothing" the best course?
Appreciate your insight.
Paul F.
-
AbbVie Inc. (ABBV)
-
Abbott Laboratories (ABT)
-
Danaher Corporation (DHR)
-
Eli Lilly and Company (LLY)
-
Stryker Corporation (SYK)
-
Thermo Fisher Scientific Inc (TMO)
-
UnitedHealth Group Incorporated (DE) (UNH)
-
Zoetis Inc. Class A (ZTS)
-
DexCom Inc. (DXCM)
-
STERIS plc (Ireland) (STE)
-
Bio-Rad Laboratories Inc. Class A (BIO)
Q: Hello,
I'm looking to buy 4 or 5 US medical stocks for a long-term hold (5+ years) with an above-average level of risk tolerance.
Could you please rank the stocks I've listed, and indicate if there are better choices.
Thank you!
-
AbbVie Inc. (ABBV)
-
Danaher Corporation (DHR)
-
Eli Lilly and Company (LLY)
-
Merck & Company Inc. (MRK)
-
Pfizer Inc. (PFE)
Q: I currently hold Abbvie and PFE in our portfolio. I'm looking to add another in the healthcare sector, such as Eli Lily, Merck or Danaher. Do you have a preference among thee to add or another?
Read Answer-
Danaher Corporation (DHR)
-
Pentair plc. (PNR)
-
Xylem Inc. New (XYL)
-
American Water Works Company Inc. (AWK)
-
Invesco Water Resources ETF (PHO)
-
Evoqua Water Technologies Corp. (AQUA)
-
First Trust Water ETF (FIW)
Q: With the backdrop of global warming and water likely becoming a more valued resource (see Columbia River article on CNN), are there any companies that over the long term (5-10 years) may see strong growth as a result?
Read Answer
Q: Danaher has crept up on me in a nice way and is now a 5% weighting. What are you thoughts on its future (continuing) price growth?
David
Q: My question a few days ago was for Danaher, a US health stock. Your answer was for an industrial stock. How about a 2nd try?
Read AnswerQ: What are your thoughts on DHR? Do you have an alternate suggestion?
Read Answer