Boston Scientific Corp (BSX)

His team is looking at this one. Expects a lot of its products to pick up as business does. People got bored with the stock on no news. Great opportunity to buy. Doesn't know of any immediate catalysts, but should do well over time.

The uptrend broke in 2025, then saw lower highs and lower lows in late 2025 and has fallen since then. It could find a bottom now, but the $50 support level has been taken out (falling below that). It might move up, but wouldn't hold his breath. Is iffy.

Produces non-invasive heart instrumentation for medical devices. It has been held back because It lost its organic growth mojo since its valuation was too high. The space is OK though.

Money's flowing into more growth industries and sectors at this point. A lot of defensive areas such as healthcare have been slowing down somewhat. 

Share price is below 200-day MA, which is also falling -- technical structure looks weak. High-quality med-tech company, strong business. Guidance cut on Watchman stroke-reducing device, and that's hurt the stock price. Broken momentum. Need to at least see a basing pattern.

Tough investment over the past year. His research showed that organic growth at risk especially given its demanding multiple. Last quarter projected 6.5-8% organic growth, instead of 10-11%.

There will be a time for this stock going forward, but it's still losing market share to MDT, ABT, and JNJ.

He doesn't know the investor's specific situation, so he's reluctant to give particular advice. However, usually when an investment goes bad it's better to cut bait and move on. It's often better to put the sale proceeds to work in a more constructive idea.

Don't do it. Turnaround story. Was growing well, but dearly priced. Organic growth starting to slip, now being rerated. His research guru, Julien, came out strongly against buying this one, and he was dead right.

Is a leader in medical devices, but the stock has been hit hard and is now attractive. Good price and a decent grower.

Wall Street expectations got too excited and there's more competition now. They recently but then renounced a company. Trades at 22x PE, but cash flow is poor. It was priced for perfection and was punished. Wait and see.

Leading global medical device company -- cardiology, endoscopy, etc. Long term, will benefit from aging demographics and increased volume of procedures. Long-term, durable organic growth in earnings and revenue. However, seeing near-term technical weakness most likely due to high valuation. Share price has fallen below 200-day MA, which itself is starting to trend a bit lower.

In the space, he prefers some of the larger pharma names, and logistics companies such as MCK.

Healthcare space is continuing to do well. Makes less invasive devices for heart issues and chronic pain, and that's exactly where patient demand is moving. Improving stroke prevention device for those with irregular heartbeats. Financially solid. Strong margins support steady long-term growth. Aging population a tailwind. Ranks 8/10, sees ~26% upside with a price target of ~$128. 

Continues to expand in the global market. No dividend.

It is in the medical equipment field. He feels the healthcare sector is getting some footing. It is well managed and has met expectations. At 30X earnings it is expensive but is growing at a percentage in the mid teens.

A rich valuation like many medical device companies, but he's sticking with it. Earnings growth is there.

Likes the sector, not getting hit as hard today as many other things. Aging population will propel demand for medical devices such as stents, which this company is known for.