David FingoldStraumann Holding AGSTMN-SWXPAST TOP PICKFeb 04, 2020

They make dentistry equipment: crowns, restorative items, etc. They have a premium brand as well as other brands. The market in Canada grows at 9.5% organically. They have a very good balance sheet and can do tuck-in acquisitions. The stock sold off on the concern over tariffs but tariffs are largely irrelevant. It can supply the US and Canadian markets and international markets which are growing, including China, Japan, Korea etc., with production facilities in these countries. It may do some re-structuring and should continue to move forward,      Buy 13  Hold 7  Sell 3

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)