Stock price when the opinion was issued
It produces medical devices which is a good business to be in. The aging population needs their products and there is a backlog from Covid. Their products change the quality of life and reduce hospital stays to a couple of days. 71% of its business comes from the U.S. and there is lots of growth internationally.
Has since sold shares. Believes stock is fully valued. Medical device business performing well. Surgeries recovered after pause during Covid-19 pandemic.