Becton Dickinson

BDX-N

NYSE:BDX

260.69
1.78 (0.69%)
Becton, Dickinson and Company is an American medical technology company that manufactures and sells medical devices, instrument systems, and reagents.
More at Wikipedia

Analysis and Opinions about BDX-N

Signal
Opinion
Expert
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.
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.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$258.500
Owned
Yes
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.
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.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$260.400
Owned
Unknown
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)
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)
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$249.980
Owned
Yes
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.
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.
Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$234.050
Owned
Unknown
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.
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.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$228.360
Owned
Yes
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.
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.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$223.690
Owned
No
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.
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.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$237.430
Owned
Unknown
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.
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.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$225.040
Owned
Unknown
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.
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.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$245.420
Owned
Yes
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.
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.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$249.460
Owned
Unknown
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.
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.
David Baskin
President, Baskin Wealth Management
Price
$239.190
Owned
Yes
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.
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.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$236.110
Owned
Yes
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)
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)
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$236.110
Owned
Yes
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.
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.
Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$218.640
Owned
Yes
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.
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.
Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$252.560
Owned
No
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.
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.
Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$236.220
Owned
Yes
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)

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)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$235.580
Owned
Yes
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.

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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$230.500
Owned
Yes
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.

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.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$255.400
Owned
Yes
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)

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)

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$231.610
Owned
Yes
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.

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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$233.020
Owned
Yes
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.

(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.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$212.430
Owned
Yes
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.

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.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$218.700
Owned
Yes
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.

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.

David Baskin
President, Baskin Wealth Management
Price
$215.400
Owned
Yes
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.

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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$227.520
Owned
Yes
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.

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.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$244.930
Owned
Yes
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).

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).

David Baskin
President, Baskin Wealth Management
Price
$220.990
Owned
Yes
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.)

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.)

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$221.270
Owned
Yes
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.

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.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$200.820
Owned
Yes
HOLD
HOLD
September 14, 2017

He reduced some of his med-tech in January. Almost every type of object that is used in the medical world is in their catalogue. He wants to see how their acquisitions work out. It is on his radar, but you are probably okay to hold it right now.

Becton Dickinson (BDX-N)
September 14, 2017

He reduced some of his med-tech in January. Almost every type of object that is used in the medical world is in their catalogue. He wants to see how their acquisitions work out. It is on his radar, but you are probably okay to hold it right now.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$197.600
Owned
No
TOP PICK
TOP PICK
August 29, 2017

Acquiring Bard C R Inc., and is essentially going to be a one stop shop for hospitals, providing the product, providing analytics, providing administration. They get 58% of revenue from the US, so there is a big opportunity in emerging markets. He sees 5% revenue growth for many years to come. Sees them reducing debt in the next 2-3 years, and maybe making another material acquisition. Dividend yield of 1.4%. (Analysts’ price target is $216.50.)

Becton Dickinson (BDX-N)
August 29, 2017

Acquiring Bard C R Inc., and is essentially going to be a one stop shop for hospitals, providing the product, providing analytics, providing administration. They get 58% of revenue from the US, so there is a big opportunity in emerging markets. He sees 5% revenue growth for many years to come. Sees them reducing debt in the next 2-3 years, and maybe making another material acquisition. Dividend yield of 1.4%. (Analysts’ price target is $216.50.)

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$198.900
Owned
Yes
TOP PICK
TOP PICK
May 19, 2017

This started a long time ago making syringes and needles, and that’s pretty much been their core. It’s all consumables in the hospitals, etc. Just made a recent acquisition of CR Bard (BCR-N) in the urology business. Both companies generate consistently growing free cash flows. There’s a 10% bump to the dividend every year. This merger is going to give them some debt that should be paid off within the next 2 years. He likes the company at this price.

This started a long time ago making syringes and needles, and that’s pretty much been their core. It’s all consumables in the hospitals, etc. Just made a recent acquisition of CR Bard (BCR-N) in the urology business. Both companies generate consistently growing free cash flows. There’s a 10% bump to the dividend every year. This merger is going to give them some debt that should be paid off within the next 2 years. He likes the company at this price.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$184.130
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 21, 2011
(A Top Pick Aug 12/11. Down 8.41%.) Still likes. 38 consecutive years of dividend increases.
Becton Dickinson (BDX-N)
November 21, 2011
(A Top Pick Aug 12/11. Down 8.41%.) Still likes. 38 consecutive years of dividend increases.
Mohsin Bashir
VP Investments, Stone Asset Management
Price
$71.840
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 2, 2011
Disappointed earnings today so will be down tomorrow. Good dividend yield and trades at about 12X earnings. This is one you buy on weakness and average down. Good demographics.
Becton Dickinson (BDX-N)
November 2, 2011
Disappointed earnings today so will be down tomorrow. Good dividend yield and trades at about 12X earnings. This is one you buy on weakness and average down. Good demographics.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$72.600
Owned
No
TOP PICK
TOP PICK
August 12, 2011
Medical technology. 38 years of consecutive dividend increases. Conservative payout ratio of 28%. 3 segments, medical, diagnostics and biosciences. All 3 have been growing at about 4%-5%. Met or exceeded earnings expectations for the last 5 years, usually 5%.
Becton Dickinson (BDX-N)
August 12, 2011
Medical technology. 38 years of consecutive dividend increases. Conservative payout ratio of 28%. 3 segments, medical, diagnostics and biosciences. All 3 have been growing at about 4%-5%. Met or exceeded earnings expectations for the last 5 years, usually 5%.
Mohsin Bashir
VP Investments, Stone Asset Management
Price
$80.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 20, 2011
(A Top Pick Dec 31/09. Up 7.42%.)
Becton Dickinson (BDX-N)
January 20, 2011
(A Top Pick Dec 31/09. Up 7.42%.)
Laura Wallace
Managing Director, Coleford Investment Management
Price
$83.090
Owned
Unknown
BUY
BUY
July 14, 2010
Diagnostics is probably a good area to consider.
Diagnostics is probably a good area to consider.
Gordon Reid
President, GoodReid Investment Counsel
Price
$69.590
Owned
Unknown
TOP PICK
TOP PICK
May 13, 2010
Medical devices. Selling into emerging markets where per capita spent on health care is very small. Generates a lot of free cash flow. Raised dividends over the last 37 years. Grown revenues from 2000 at 8% per year. Debt to cash flow is under 1X. Very stable business.
Medical devices. Selling into emerging markets where per capita spent on health care is very small. Generates a lot of free cash flow. Raised dividends over the last 37 years. Grown revenues from 2000 at 8% per year. Debt to cash flow is under 1X. Very stable business.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$74.470
Owned
Yes
TOP PICK
TOP PICK
December 31, 2009
Hospital supply company in the US and will benefit when 40-50 million more people are covered under a healthcare plan. Trading at 13.5X earnings. Great growth record.
Becton Dickinson (BDX-N)
December 31, 2009
Hospital supply company in the US and will benefit when 40-50 million more people are covered under a healthcare plan. Trading at 13.5X earnings. Great growth record.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$78.860
Owned
Yes
TOP PICK
TOP PICK
December 15, 2009
So shareholder friendly in all the actions they have taken. Dividends rising for 36 years in a row. No debt, buying back shares. Modest growth, likes sector and dividend, which grows.
Becton Dickinson (BDX-N)
December 15, 2009
So shareholder friendly in all the actions they have taken. Dividends rising for 36 years in a row. No debt, buying back shares. Modest growth, likes sector and dividend, which grows.
Ara Nalbandian
Portfolio Manager, Highwater Capital Management
Price
$77.650
Owned
Yes
BUY
BUY
July 8, 2009
Manufactures medical devices. Looking for it to earn about $5.50 next year. Very steady, highly predictable.
Manufactures medical devices. Looking for it to earn about $5.50 next year. Very steady, highly predictable.
Gordon Reid
President, GoodReid Investment Counsel
Price
$68.670
Owned
Unknown
BUY
BUY
March 31, 2009
Just recently purchased this. Has good revision and good valuation in the healthcare space. Products include syringes, monitors, catheters, etc. which healthcare services are in constant need of. Good growth and demand even when everything else is weak. Have some concerns on foreign exchange and margin issues because of increase in costs of raw materials. Expecting about 10% earnings growth in 2009, which is a great earnings profile.
Just recently purchased this. Has good revision and good valuation in the healthcare space. Products include syringes, monitors, catheters, etc. which healthcare services are in constant need of. Good growth and demand even when everything else is weak. Have some concerns on foreign exchange and margin issues because of increase in costs of raw materials. Expecting about 10% earnings growth in 2009, which is a great earnings profile.
Brett Hryb
Vice President & Senior Portfolio Manager, MFC Global Investment Management
Price
$67.240
Owned
Yes
BUY
BUY
February 6, 2009
If you go to a hospital in the US and look around, everywhere you go you see their products. There is a lot of concern that hospitals are not going to be able to spend the money that they have in the past so the stock has come down a long ways.
Becton Dickinson (BDX-N)
February 6, 2009
If you go to a hospital in the US and look around, everywhere you go you see their products. There is a lot of concern that hospitals are not going to be able to spend the money that they have in the past so the stock has come down a long ways.
Charles Bobrinskoy
Director of Research, Ariel Mutual Funds
Price
$74.090
Owned
No
TOP PICK
TOP PICK
November 11, 2008
Hospital supplies such as syringes, tests of blood supplies, etc. Off the radar on healthcare reform and pricing reform. Well diversified geographically with about 65% outside the US. Trading at 14 X earnings and looking at 12% growth.
Becton Dickinson (BDX-N)
November 11, 2008
Hospital supplies such as syringes, tests of blood supplies, etc. Off the radar on healthcare reform and pricing reform. Well diversified geographically with about 65% outside the US. Trading at 14 X earnings and looking at 12% growth.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$68.270
Owned
Yes
TOP PICK
TOP PICK
October 15, 2008
Hospital supplies. 16-18% growth in earnings over the last 10 years and expected to do the same in the next 5. Not expected to be impacted by the health care costs in the US. Strong balance sheet.
Becton Dickinson (BDX-N)
October 15, 2008
Hospital supplies. 16-18% growth in earnings over the last 10 years and expected to do the same in the next 5. Not expected to be impacted by the health care costs in the US. Strong balance sheet.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$70.410
Owned
Yes
BUY
BUY
June 18, 2008
Hospital supply company as well as doing a lot of diagnostics testing. Had disappointing performance in the near term, but she likes it longer term. Growing at 18% to 17% with 60% to 70% of its profits outside of North America.
Hospital supply company as well as doing a lot of diagnostics testing. Had disappointing performance in the near term, but she likes it longer term. Growing at 18% to 17% with 60% to 70% of its profits outside of North America.
Laura Wallace
Managing Director, Coleford Investment Management
Price
$78.890
Owned
Yes
BUY
BUY
May 23, 2008
Great international company.