
NYSE:MDT
This summary was created by AI, based on 2 opinions in the last 12 months.
Experts have mixed opinions on Medtronic Inc (MDT-N), with one reviewing it positively, stating that the company is set to capitalize on advancements in AI, alongside the strong market demographics of the Baby Boomer population. The other expert, however, is more skeptical, acknowledging that while MDT is making gains against competitors like Boston Scientific, it lacks the substantial R&D capabilities necessary for sustained leadership in the long run. There is caution expressed that the investment may not be suitable for those looking for a long-term hold, as the focus is more on trading amidst anticipated product launches that could support the stock's upward movement for up to 18 months. Ultimately, while MDT may have a diversified product range which provides some advantage, the lack of a strong R&D pipeline compared to its peers raises concerns about its future competitiveness.
A dividend aristocrat, gradually increasing the dividend every year. They are in medical devices. Any increase in surgery, hospital time and heart disease would be an upside for this story. It’s been a relative laggard for the group, but has been a very good performer longer-term, and has rewarded shareholders very well. Sees this as a mutual fund of device companies.
Medical devices. A good global name. He has been bullish on medical devices for quite some time. He has shifted that down recently because it was getting close to his break points. Earnings were ratcheted down because of hurricane noise because of Puerto Rican noise. IHI-N is the US ETF he would use to take positions in this sector. You want to get through this next quarter. You have good metrics.
Medtronic vs. Stryker Both make medical devices, and have been impacted by COVID, because operations have been delayed. But now those ops are coming back. She owns JNJ instead, which includes a medical devices division. Unless there's a sharp uptick in the virus that shuts down hospitals again, demand for medical devices should rise and should even ramp in the near future.