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.
Wonderful business, one of the best operators in healthcare. Balance sheet back to being clean and ready to make acquisitions. Expects extremely strong results. A leader, and gaining market share. Valuation is pricey, needs to deliver future gains, so stock's hit a wall. He's still buying, loves it long term.
(Analysts’ price target is $372.00)