Becton Dickinson

BDX-N

NYSE:BDX

278.73
0.10 (0.04%)
Becton, Dickinson and Company is an American medical technology company that manufactures and sells medical devices, instrument systems, and reagents.
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Analysis and Opinions about BDX-N

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Opinion
Expert
BUY
BUY
January 2, 2020
A very solid business, making most of the syringes etc. used in hospitals world-wide. This business is growing. They sell at 25+ times earnings because of the quality of the business. (Analysts’ price target is $282.00)
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Becton Dickinson (BDX-N)
January 2, 2020
A very solid business, making most of the syringes etc. used in hospitals world-wide. This business is growing. They sell at 25+ times earnings because of the quality of the business. (Analysts’ price target is $282.00)
PAST TOP PICK
PAST TOP PICK
November 29, 2019
(A Top Pick Nov 02/18, Up 11%) Medical supplies giant. They've been around for 100 year. Syringes are their big product. They made a large acquisition but are paying down debt. They continue their investment grade credit. The medical supply business has done better than pharmaceuticals.
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Becton Dickinson (BDX-N)
November 29, 2019
(A Top Pick Nov 02/18, Up 11%) Medical supplies giant. They've been around for 100 year. Syringes are their big product. They made a large acquisition but are paying down debt. They continue their investment grade credit. The medical supply business has done better than pharmaceuticals.
BUY WEAKNESS
BUY WEAKNESS
November 28, 2019
Favorable time to own health stocks in front of the US elections. A very solid investment you can certainly sleep at night with it. Would be a bit cautious on the purchase price and buy it on a downturn.
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Becton Dickinson (BDX-N)
November 28, 2019
Favorable time to own health stocks in front of the US elections. A very solid investment you can certainly sleep at night with it. Would be a bit cautious on the purchase price and buy it on a downturn.
TOP PICK
TOP PICK
June 24, 2019
Just because the population is aging, doesn't mean you'll benefit from it. BDX is in medical supplies, not drugs, supplying hospitals. They've pulled back a little, because a product is under FDA review. They have a good record of raising their dividend, and they have a long runway of opportunities ahead. (Analysts’ price target is $259.67)
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Just because the population is aging, doesn't mean you'll benefit from it. BDX is in medical supplies, not drugs, supplying hospitals. They've pulled back a little, because a product is under FDA review. They have a good record of raising their dividend, and they have a long runway of opportunities ahead. (Analysts’ price target is $259.67)
BUY
BUY
May 23, 2019
One of the solid players in the sector. The Health Care sector has been disrupted before elections as politicians take it out on the companies in the sector. Great time to buy it and hold it riding the volatility until the election.
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One of the solid players in the sector. The Health Care sector has been disrupted before elections as politicians take it out on the companies in the sector. Great time to buy it and hold it riding the volatility until the election.
BUY
BUY
May 17, 2019
A century-old company. Stumbled last quarter after the FDA pulled a product of theirs. They are great operators. They are paying down debt after an acquisition, but that will be finished soon. They have a wide moat. Good valuation, a slow grower and big in countries like China. Definitely look at it after a pullback.
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A century-old company. Stumbled last quarter after the FDA pulled a product of theirs. They are great operators. They are paying down debt after an acquisition, but that will be finished soon. They have a wide moat. Good valuation, a slow grower and big in countries like China. Definitely look at it after a pullback.
DON'T BUY
DON'T BUY
May 13, 2019
He owns Stryker. BDX has been more acquisitive, and those products expose you more to lawsuits if things go wrong. They didn't have real, organic growth. You could also look at Thermal Fisher Scientific (TMO) for medical instrumentation, which he also owns.
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He owns Stryker. BDX has been more acquisitive, and those products expose you more to lawsuits if things go wrong. They didn't have real, organic growth. You could also look at Thermal Fisher Scientific (TMO) for medical instrumentation, which he also owns.
BUY
BUY
April 25, 2019
50% recurring revenues, 50% new sales, so very stable. Recently, the tool space has rocketed. Pays a nice dividend, but he prefers WAT with a better balance sheet.
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50% recurring revenues, 50% new sales, so very stable. Recently, the tool space has rocketed. Pays a nice dividend, but he prefers WAT with a better balance sheet.
PARTIAL BUY
PARTIAL BUY
April 22, 2019
He hasn't looked at this in a decade. It had a bad week last week. His target is $192.75. It's close to his fair market value metric, so he likes it here.
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He hasn't looked at this in a decade. It had a bad week last week. His target is $192.75. It's close to his fair market value metric, so he likes it here.
BUY
BUY
March 21, 2019
A hundred year ago they started making syringes and needles. All the consumables in hospitals they make. They are very big in the category so they have pricing power. Dividend is rising at 10% clip.
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A hundred year ago they started making syringes and needles. All the consumables in hospitals they make. They are very big in the category so they have pricing power. Dividend is rising at 10% clip.
DON'T BUY
DON'T BUY
January 31, 2019
They made a huge acquisition a few years ago and took on debt. They are OK financially but they overpaid for the company. He prefers other areas in the Health Care space. It is a big question mark how they integrate this company.
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Becton Dickinson (BDX-N)
January 31, 2019
They made a huge acquisition a few years ago and took on debt. They are OK financially but they overpaid for the company. He prefers other areas in the Health Care space. It is a big question mark how they integrate this company.
PAST TOP PICK
PAST TOP PICK
January 22, 2019
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
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Becton Dickinson (BDX-N)
January 22, 2019
(A Top Pick Jan 04/18, Up 10%) They had a tremendous catalogue of hospital supplies, mostly one-time use items. Every hospital uses their stuff.
HOLD
HOLD
January 17, 2019
Has been around for 100 years. Valuation is 15x earnings for 2021. Stock jumped today. Big free cash flow company. Made an acquisition of Bard, another free cash flow giant, so they're paying down debt quickly. So they'll have cash to make acquisitions or grow dividend. In comparing retail to medical devices, he'd always pick the medical device company.
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Becton Dickinson (BDX-N)
January 17, 2019
Has been around for 100 years. Valuation is 15x earnings for 2021. Stock jumped today. Big free cash flow company. Made an acquisition of Bard, another free cash flow giant, so they're paying down debt quickly. So they'll have cash to make acquisitions or grow dividend. In comparing retail to medical devices, he'd always pick the medical device company.
TOP PICK
TOP PICK
January 17, 2019
The oldest manufacturer of syringes and other medical devices. There is good growth in emerging countries. They will pay down debt and have attractive dividend growth. (Analysts’ price target is $263.10)
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Becton Dickinson (BDX-N)
January 17, 2019
The oldest manufacturer of syringes and other medical devices. There is good growth in emerging countries. They will pay down debt and have attractive dividend growth. (Analysts’ price target is $263.10)
HOLD
HOLD
January 7, 2019
Has owned for a while. One of the more defensive companies you can own. Medical things you can only use once. Sells a suite of products and software to hospitals. Lots of EM opportunities. Still has to pay down debt from an acquisition, but but in 12-18 months should be ready for another. Good place to be with aging demographics, especially in US.
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Becton Dickinson (BDX-N)
January 7, 2019
Has owned for a while. One of the more defensive companies you can own. Medical things you can only use once. Sells a suite of products and software to hospitals. Lots of EM opportunities. Still has to pay down debt from an acquisition, but but in 12-18 months should be ready for another. Good place to be with aging demographics, especially in US.
WATCH
WATCH
December 3, 2018
Merely an okay last quarter with cost increases and more debt after an acquisition. Resin cost inputs are worth watching. Trades at 18x earnings. Watching this closely. Neutral.
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Becton Dickinson (BDX-N)
December 3, 2018
Merely an okay last quarter with cost increases and more debt after an acquisition. Resin cost inputs are worth watching. Trades at 18x earnings. Watching this closely. Neutral.
PAST TOP PICK
PAST TOP PICK
November 12, 2018
(A Top Pick Nov 07/17, Up 10%) Their big thing is drug delivery equipment. They have a lot of things going for them. They had a messy quarter. It is why he prefers to use ETFs for this. It was not a small pull back for them. The acquisition gives them some synergy on costs.
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Becton Dickinson (BDX-N)
November 12, 2018
(A Top Pick Nov 07/17, Up 10%) Their big thing is drug delivery equipment. They have a lot of things going for them. They had a messy quarter. It is why he prefers to use ETFs for this. It was not a small pull back for them. The acquisition gives them some synergy on costs.
TOP PICK
TOP PICK
November 2, 2018

They make medical devides (syringes, blood test equipment). After last year's acqusition, there are two cash-flow companies here which excites him. He's owned this for a decade. 1.3% dividend. 10% dividend and price growth. (Analysts’ price target is $270.50)

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Becton Dickinson (BDX-N)
November 2, 2018

They make medical devides (syringes, blood test equipment). After last year's acqusition, there are two cash-flow companies here which excites him. He's owned this for a decade. 1.3% dividend. 10% dividend and price growth. (Analysts’ price target is $270.50)

PAST TOP PICK
PAST TOP PICK
October 31, 2018

(A Top Pick Aug 29/18, Up 18%) They do healthcare--hospitals, clinics--as an end-to-end service provider. They give hospital admin the software and provide all the products you'd need, like catheters or surgical equipment. Really they have no competition. Their customers stay loyal. They made a recent acquisition that gives them more international exposure. It doesn't have as much regulatory risk as other healthcare or pharma companies.

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Becton Dickinson (BDX-N)
October 31, 2018

(A Top Pick Aug 29/18, Up 18%) They do healthcare--hospitals, clinics--as an end-to-end service provider. They give hospital admin the software and provide all the products you'd need, like catheters or surgical equipment. Really they have no competition. Their customers stay loyal. They made a recent acquisition that gives them more international exposure. It doesn't have as much regulatory risk as other healthcare or pharma companies.

PAST TOP PICK
PAST TOP PICK
August 24, 2018

(A top pick June 6/18, up 10%) This stock is showing no signs of consolidation and is in an uptrend. So is continuing to hold it.

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Becton Dickinson (BDX-N)
August 24, 2018

(A top pick June 6/18, up 10%) This stock is showing no signs of consolidation and is in an uptrend. So is continuing to hold it.

TOP PICK
TOP PICK
June 6, 2018

A great up trending stock chart. It is consolidating at the moment with lots of time to grow. Yield 1.3%. (Analysts’ price target is $251.11)

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A great up trending stock chart. It is consolidating at the moment with lots of time to grow. Yield 1.3%. (Analysts’ price target is $251.11)

BUY
BUY
April 23, 2018

U.S. healthcare in the short-term? He prefers individual stocks over ETFs, starting with Becton Dickinson (and Zimmer Biomet, ZBH-N). In this sector, he prefers medical devices, not drugs which are easy to copy. Becton is a long-term opportunity and a play on demographics.

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U.S. healthcare in the short-term? He prefers individual stocks over ETFs, starting with Becton Dickinson (and Zimmer Biomet, ZBH-N). In this sector, he prefers medical devices, not drugs which are easy to copy. Becton is a long-term opportunity and a play on demographics.

PAST TOP PICK
PAST TOP PICK
March 28, 2018

(A Top Pick May 19/17, Up 17%) They merged with C.R. Bard, another medical device company, so this has opened doors for them internationally. Dividend growing 10% a year. They continue to acquire and grow. He has owned it for 10 years.

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(A Top Pick May 19/17, Up 17%) They merged with C.R. Bard, another medical device company, so this has opened doors for them internationally. Dividend growing 10% a year. They continue to acquire and grow. He has owned it for 10 years.

PARTIAL BUY
PARTIAL BUY
February 21, 2018

He sees this as a good company, but not in his top 25. Healthcare technology has been very profitable and medical consumables is a niche area. There is good opportunity to grow through value add like prefilled syringes. He sees them as a high quality, low cost provider.

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Becton Dickinson (BDX-N)
February 21, 2018

He sees this as a good company, but not in his top 25. Healthcare technology has been very profitable and medical consumables is a niche area. There is good opportunity to grow through value add like prefilled syringes. He sees them as a high quality, low cost provider.

BUY
BUY
February 13, 2018

They bought C.R. Bard, the Canadian Tire of medical supplies and basically consolidated the industry, giving them tremendous market share and pricing power. They are now the premier company in this space.

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Becton Dickinson (BDX-N)
February 13, 2018

They bought C.R. Bard, the Canadian Tire of medical supplies and basically consolidated the industry, giving them tremendous market share and pricing power. They are now the premier company in this space.

BUY
BUY
February 6, 2018

It was a top pick for him in the past recently acquired CR Bald. A one stop shop for hospitals and clinics for all one time use medical devices (needles, etc.). Full service company from sales to programming to reordering, etc. now a gigantic company. Very good earnings. Very good guidance. They are going to benefit from tax reform. Big tail winds in healthcare. The biggest risk in healthcare is what Amazon is going to do. But not a lot of competition on the space. Just the US government spends 1.3 trillion dollars a year in health care.

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Becton Dickinson (BDX-N)
February 6, 2018

It was a top pick for him in the past recently acquired CR Bald. A one stop shop for hospitals and clinics for all one time use medical devices (needles, etc.). Full service company from sales to programming to reordering, etc. now a gigantic company. Very good earnings. Very good guidance. They are going to benefit from tax reform. Big tail winds in healthcare. The biggest risk in healthcare is what Amazon is going to do. But not a lot of competition on the space. Just the US government spends 1.3 trillion dollars a year in health care.

COMMENT
COMMENT
January 29, 2018

Manufactures syringes and other medical devices. Just completed a big merger. The merger of 2 strong free cash flow growing companies has made them a powerhouse, and the stock has taken off after the announcement of the acquisition. Expectation is 10% free cash flow growth, and as a result, 10% dividend growth over time.

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Becton Dickinson (BDX-N)
January 29, 2018

Manufactures syringes and other medical devices. Just completed a big merger. The merger of 2 strong free cash flow growing companies has made them a powerhouse, and the stock has taken off after the announcement of the acquisition. Expectation is 10% free cash flow growth, and as a result, 10% dividend growth over time.

TOP PICK
TOP PICK
January 4, 2018

Their acquisition closed at the end of the year and they now have a commanding position. They will have great pricing power. They are well managed. (Analysts’ target: $245.00).

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Becton Dickinson (BDX-N)
January 4, 2018

Their acquisition closed at the end of the year and they now have a commanding position. They will have great pricing power. They are well managed. (Analysts’ target: $245.00).

TOP PICK
TOP PICK
November 7, 2017

A healthcare name in devices. They have the Bard C R (BCR-N) acquisition that should close before the end of the year, which will give them a mid-single digit accretion and nice cost synergies. They are in the devices space, where capital spending worldwide is strong and growing. They are good about using dividends to return capital to shareholders. Dividend yield of 1.3%. (Analysts' price target is $234.50.)

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Becton Dickinson (BDX-N)
November 7, 2017

A healthcare name in devices. They have the Bard C R (BCR-N) acquisition that should close before the end of the year, which will give them a mid-single digit accretion and nice cost synergies. They are in the devices space, where capital spending worldwide is strong and growing. They are good about using dividends to return capital to shareholders. Dividend yield of 1.3%. (Analysts' price target is $234.50.)

COMMENT
COMMENT
October 16, 2017

Recently started buying this. For lack of a better way to describe it, this is like a full complete service provider for medical supplies to hospitals and clinics. They sell consumables such as syringes and catheters, and are trying to get more into drug delivery and software. Acquiring Bard C R (BCR-N). A great company and a good business to be in.

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Becton Dickinson (BDX-N)
October 16, 2017

Recently started buying this. For lack of a better way to describe it, this is like a full complete service provider for medical supplies to hospitals and clinics. They sell consumables such as syringes and catheters, and are trying to get more into drug delivery and software. Acquiring Bard C R (BCR-N). A great company and a good business to be in.

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