Chris BlumasAssisted Living ConceptsALCWEAK BUYFeb 12, 2025

He was looking at defensive healthcare names to avoid threat of tariffs. This is one name to consider, valuation slightly elevated, but unique capabilities in eye care.

Chris Blumas

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Stock price when the opinion was issued

$68.33

As of Jul 06, 2026. Market Open.

medical services

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Medical devices are the one area he's been willing to be in. He likes ABT as a diversified medical device player. Another go-to name is ALC, which focuses on eye health.

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Proad product array. Not widely followed. Very strong grower.

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Chris BlumasAssisted Living ConceptsALCWEAK BUYFeb 12, 2025

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