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
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
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