Investment Q&A

Q: I have held Envista for some time, as I am familiar with its suite of products; many of which are considered among best-in-class in dentistry. The share price has declined substantially in the last twelve months. I would like to know if the underlying business has substantially deteriorated, or if there are signs that the company can right itself within the next twelve to twenty-four months. As always, I appreciate any insight you have to offer. Thanks so much, and I look forward to hearing back from you.

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

Q: Would you consider this company having a reasonable prospect for growth and valuation recovery long- term? Would you consider starting a position in it and accumulating the dental company stock at this time ?

Q: Would you kindly comment on the recent earnings reports for both Docebo and Envista. Do you see each company as a buy/hold/sell at the moment. Thanks

Q: I have a question about the dental health care space. I held onto Danaher for a few years, primarily for its dental holdings, but they were spun off into another company, Envista, in 2019. NVST has not performed as well as DHR since the spin-off, but its product lines are very well-regarded in the field (first-hand knowledge on this point). I believe that the products will maintain their popularity, but I would really like to hear your thoughts on the management of NVST, as well as how you feel the company as a whole will perform in the next few years.

I have been also considering starting a position in XRAY (again, first-hand knowledge of its product lines, which are very good), or pivoting towards distributors, such as HSIC and PDCO. As always, I appreciate your insight, and look forward to your response.

Q: Dec 2019 you noted consider "NVST on its own at a later date, once it has reported a few quarters on its own".
Based on results to date can you expand on your previous note.
Would you consider it a buy? Why or why not?

Thanks,
TJ

Q: Hello Team,
Could you rank these three different securities for growth and safety. Are they all companies you would recommend?
Thank You,
Barry

Q: Hi 5i,

RE: The exchange offer

If I do nothing, do I keep all my shares of DHR? Would that be the preferred option to retain the growth portion of the company?

TIA!
Wayne