David Fingold
Straumann Holding AG
STMN-SWX
TOP PICK
Aug 20, 2018
They're the world leader in dental implants. They're rapidly taking market share in the partially and fully tapared implant launches happening in the fall. They can grow revenues significantly and market expansion. Growth in the last quarter was 20%. (0.6% dividend, Analysts' price target: CHF 793.07)
Dental implants. They had to change out management. They moved to more modern dental implants. They bought Clear Correct a while ago for cosmetic dentistry. (Analysts’ price target is $806.44)
(A Top Pick Aug 20/18, Up 4%) They're the leader in dental implants and gaining ground in aligners. The risk is that dental implants are highly discretionary. So, if the economy weakens, this business is in trouble. He expects the economy to grow.
(A Top Pick Mar 25/19, Up 20%) They're the world's biggest producer of dental implants. It's a cyclical business, but more people are buying implants instead of dentures, so there's long-term potential growth. Their plants are in Thailand and the Phillippines compared to their competition in pricier North America.
They're the world leader in dental implants. They're rapidly taking market share in the partially and fully tapared implant launches happening in the fall. They can grow revenues significantly and market expansion. Growth in the last quarter was 20%. (0.6% dividend, Analysts' price target: CHF 793.07)