Becton Dickinson

BDX-N

NYSE:BDX

225.40
4.37 (1.90%)
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
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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)
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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.
Show full opinionHide full opinion
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)

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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)

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

(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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion
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.

Showing 16 to 30 of 62 entries