David Driscoll Steris Corp STE-N PAST TOP PICK Aug 02, 2019

With an aging population, whether an implant, knee replacement, heart surgery etc., any time they cut you open, they need to have the equipment in the operating room, but secondly you need that equipment sterilized, and this is what this company does. They did an acquisition of a UK company last year that outsources a lot of those services. There was some kind of integration hiccup and reporting hiccup. We get value creation as they take those out. Dividend yield of 1.5%. (Analysts’ price target is $80.50.)

(A Top Pick Aug 10/16. Up 20.46%.) This is a play on surgical procedures, mainly in the US. They provide operating rooms with equipment and sterilization services for medical devices.

Amalgamation of companies. Sterilization equipment, so they sell to hospitals, lab, and biotech companies. If you’re worried about the market falling, and he is, this is a defensive play into the aging demographic. Yield is 1.3%. (Analysts’ price target is $122)

Market leader in infection prevention and sterilization. Significant revenue from recurring sources. Repeat instrument sterilization and equipment maintenance. High-quality, defensive healthcare. Possible deregulation in US will benefit. Yield is only 1%, but grows 10-15%.