Stryker Corp. (SYK)

Medtronic vs. Stryker Both make medical devices, and have been impacted by COVID, because operations have been delayed. But now those ops are coming back. She owns JNJ instead, which includes a medical devices division. Unless there's a sharp uptick in the virus that shuts down hospitals again, demand for medical devices should rise and should even ramp in the near future.

Likes it. He hasn't bought it, because he isn't sure which stock to own in this sector. Abbott and Boston Scientific are better choices, he thinks, with more upside potential given product innovation.

A great medical equipment company. Over time, they've consolidated and grown. Demographic trends are on his side. But he owns Abbott instead; you can't own everything. Wait for more of a pullback to buy. If the PE falls to the low-$20s, step in.

A manufacturer of medical and surgical devices. The company has had positive sales growth for over 40 years. They do a great job at identifying areas where they are weak, finding a way to fill that gap and executing the strategy quickly. There is not much exposure they hold in China -- fortuitous right now. Yield 1.03% (Analysts’ price target is $232.92)

Investing in healthcare is hard. He holds BDX which he sees it as the shopping mall of healthcare products. He used to own ZBH but they suffered from recalls. He would probably stick to one of the three since he believes they are the best run companies in healthcare.