Becton Dickinson

BDX-N

NYSE:BDX

258.61
5.88 (2.33%)
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

Signal
Opinion
Expert
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.

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.

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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.

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.)

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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.)

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.

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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.

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.
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Becton Dickinson (BDX-N)
November 21, 2011
(A Top Pick Aug 12/11. Down 8.41%.) Still likes. 38 consecutive years of dividend increases.
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.
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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.
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%.
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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%.
PAST TOP PICK
PAST TOP PICK
January 20, 2011
(A Top Pick Dec 31/09. Up 7.42%.)
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Becton Dickinson (BDX-N)
January 20, 2011
(A Top Pick Dec 31/09. Up 7.42%.)
BUY
BUY
July 14, 2010
Diagnostics is probably a good area to consider.
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Diagnostics is probably a good area to consider.
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.
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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.
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