Joe TerranovaBoston Scientific CorpBSXBUYJun 16, 2025

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.

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.

BSX has seen solid momentum recently due to an acceleration in revenue along with a decent track record of acquisitive growth. BSX is trading at 37x Forward P/E and growth is expected to be around 9% in the next few years. That being said, valuation is not cheap. We feel it is a decent name to own over the long term, but we would not be adding aggressively at the current valuation. we are comfortable averaging into BSX over time given the premium valuation it is trading at.
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They minimally invasive surgical devices, particularly in cardio-vascular, plus medical services. Last year, shares rallied 55% and is up 6% so far this year, thanks to JNJ pausing a competing device. He expects double-digit growth across the entire business, which is rare for pharma.

It just reported a strong revenue beat with over 14.7% organic growth and raise their full-year forecast in earnings and revenues. Was down 1% today in the sell-off, but still worth buying.

Avoid TMO because their revenues are flattening. Both trade at a high PE. BDX hasn't done much in share movement. He'd rather pay more for Boston Scientific which performs better.

Still owns shares. Venture capital fund in health care business. One of most successful funds in biotech. Expecting consistent gains going forward. 

Above FMV of $40 by 22%. Growth is fairly nice. He thinks it will hold fairly well. A bouncy kind of stock.