Zimmer Biomet Holdings Inc.

ZBH-N

NYSE:ZBH

145.23
1.49 (1.02%)
Zimmer Biomet is a publicly traded medical device company. It was founded in 1927 to produce aluminum splints. The firm is headquartered in Warsaw, Indiana, where it is part of the medical devices business cluster.
More at Wikipedia

Analysis and Opinions about ZBH-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
March 21, 2018

Their business is orthopedics (hips and knees). Have had shipping problems to customers and a received an FDA 483 notice (inspection) to one of their facilities. This will take a while to turn around. Better to buy Stryker.

Their business is orthopedics (hips and knees). Have had shipping problems to customers and a received an FDA 483 notice (inspection) to one of their facilities. This will take a while to turn around. Better to buy Stryker.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$114.380
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 1, 2018

(A Top Pick Feb 2/17, Up 8.90%) A great US company. He likes the medical device companies. These devices are going to be demanded more and more as we all get older.

(A Top Pick Feb 2/17, Up 8.90%) A great US company. He likes the medical device companies. These devices are going to be demanded more and more as we all get older.

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$128.190
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 14, 2017

(A Top Pick Oct 13/16. Down 11%.) This is medical parts, knees, hips, spinal fusion products, etc. Had felt the stock would benefit from aging baby boomers. However, they had some inventory problems, and didn’t experience the kind of growth he expected. It’s still a great place to be.p

(A Top Pick Oct 13/16. Down 11%.) This is medical parts, knees, hips, spinal fusion products, etc. Had felt the stock would benefit from aging baby boomers. However, they had some inventory problems, and didn’t experience the kind of growth he expected. It’s still a great place to be.p

David Baskin
President, Baskin Wealth Management
Price
$112.210
Owned
Yes
TOP PICK
TOP PICK
February 2, 2017

We need hips and knees and are looking to the US for them. PE is 14-15 times earnings, to shield your capital from a slow decline in the Canadian dollar. The US dollar has been a one way trade. (Analysts’ target: $134.00).

We need hips and knees and are looking to the US for them. PE is 14-15 times earnings, to shield your capital from a slow decline in the Canadian dollar. The US dollar has been a one way trade. (Analysts’ target: $134.00).

Lyle Stein
Sr. Portfolio & Managing Director, Vestcap Investment Management
Price
$117.620
Owned
Yes
COMMENT
COMMENT
November 30, 2016

Thinks it is time to look at certain parts of healthcare. The situation is a little muddied, because we are faced with changes to the Affordable Care Act, and are not sure what form they are going to take and who it is going to affect. This company is a maker of joints, artificial hips, etc. There is some risk of competition and commoditization of these devices. He would probably look for another area in the healthcare arena. Some of the larger insurers are very interesting.

Thinks it is time to look at certain parts of healthcare. The situation is a little muddied, because we are faced with changes to the Affordable Care Act, and are not sure what form they are going to take and who it is going to affect. This company is a maker of joints, artificial hips, etc. There is some risk of competition and commoditization of these devices. He would probably look for another area in the healthcare arena. Some of the larger insurers are very interesting.

Gordon Reid
President, GoodReid Investment Counsel
Price
$101.860
Owned
Unknown
HOLD
HOLD
October 31, 2016

They reported earnings that met expectations but guidance was tepid. It spooked the market with a suggestion of slower growth. Anything hinting at slower growth in the healthcare space has this effect. Short term investors should stay out of healthcare. 3-5 year horizon investors will find this a great company to hold.

They reported earnings that met expectations but guidance was tepid. It spooked the market with a suggestion of slower growth. Anything hinting at slower growth in the healthcare space has this effect. Short term investors should stay out of healthcare. 3-5 year horizon investors will find this a great company to hold.

John Kim
Portfolio Manager, Aston Hill Financial
Price
$103.760
Owned
Unknown
TOP PICK
TOP PICK
October 13, 2016

The largest global supplier of artificial knees and hips. They also do disc back stabilization products as well as titanium teeth. Very well-run company, and trading at a very reasonable valuation. Did a big acquisition of Biomet and they expect $350 million of synergies. Dividend yield of 0.76%.

The largest global supplier of artificial knees and hips. They also do disc back stabilization products as well as titanium teeth. Very well-run company, and trading at a very reasonable valuation. Did a big acquisition of Biomet and they expect $350 million of synergies. Dividend yield of 0.76%.

David Baskin
President, Baskin Wealth Management
Price
$126.910
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 8, 2016

(Top Pick Aug 6/15, Up 30.22%) A spare parts company for humans. He knows so many people who are getting parts replaced or getting implants. The population is aging. Demographics change very, very slowly.

(Top Pick Aug 6/15, Up 30.22%) A spare parts company for humans. He knows so many people who are getting parts replaced or getting implants. The population is aging. Demographics change very, very slowly.

David Baskin
President, Baskin Wealth Management
Price
$131.660
Owned
Yes
BUY
BUY
October 14, 2015

It has not done well recently. Hip and Knee replacement. People are getting older and there will be more replacements in the future. He is happy to buy it here for the long term.

It has not done well recently. Hip and Knee replacement. People are getting older and there will be more replacements in the future. He is happy to buy it here for the long term.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$95.190
Owned
Unknown
TOP PICK
TOP PICK
August 6, 2015

They are primarily in the business of artificial knees and hips. Lots of baby boomers starting to wear out their joints and needing new ones. It is a growth industry. It has 75% gross margin. It has the best value in this sector.

They are primarily in the business of artificial knees and hips. Lots of baby boomers starting to wear out their joints and needing new ones. It is a growth industry. It has 75% gross margin. It has the best value in this sector.

David Baskin
President, Baskin Wealth Management
Price
$101.690
Owned
Yes
TOP PICK
TOP PICK
May 7, 2015

Hips, knees and extremities. Demand will grow 4-6% over the long term. They have not yet expanded outside of North America. People are getting older and the number of 60 year olds is getting wider and they wear out their hips and knees. They don’t have a lot of pricing power, but have certainty in the need for the products. It sold off recently from currency exposure. The value is quite reasonable here. They have a great track record of increasing dividends and buying back stock.

Hips, knees and extremities. Demand will grow 4-6% over the long term. They have not yet expanded outside of North America. People are getting older and the number of 60 year olds is getting wider and they wear out their hips and knees. They don’t have a lot of pricing power, but have certainty in the need for the products. It sold off recently from currency exposure. The value is quite reasonable here. They have a great track record of increasing dividends and buying back stock.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$111.040
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 8, 2014

(A Top Pick Nov 20/13. Up 29.78%.) Announced an acquisition, so had a good pop to it, so she sold her stake into that.

(A Top Pick Nov 20/13. Up 29.78%.) Announced an acquisition, so had a good pop to it, so she sold her stake into that.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$114.850
Owned
No
BUY
BUY
June 23, 2014

She held it in her portfolios because of the valuation and demographics. She sold into that big spike on the announcement when they made an acquisition. It has drifted down and now has come back up. There seem to be a lot of synergies. They are in the same town. There is compelling value there now. If you have a longer time horizon it will probably do well for you. She owns another medical stock.

She held it in her portfolios because of the valuation and demographics. She sold into that big spike on the announcement when they made an acquisition. It has drifted down and now has come back up. There seem to be a lot of synergies. They are in the same town. There is compelling value there now. If you have a longer time horizon it will probably do well for you. She owns another medical stock.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$104.930
Owned
No
BUY
BUY
May 2, 2014

A top pick tonight is a competitor. Healthcare is economically sensitive and the body parts business is extremely economically sensitive. If you don’t have insurance, it costs a lot to fix them and a lot of this is elective. They are making an acquisition.

A top pick tonight is a competitor. Healthcare is economically sensitive and the body parts business is extremely economically sensitive. If you don’t have insurance, it costs a lot to fix them and a lot of this is elective. They are making an acquisition.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$98.110
Owned
No
HOLD
HOLD
March 27, 2014

Stocks go up and stocks go down, but value does not disappear. This company manufactures hips, knees, joints, etc. Demographics are going to work in their favour. Valuation is attractive. Spending money on technology and management is doing all the right things. In the next 5 years, earnings are going to grow at double-digit rates.

Stocks go up and stocks go down, but value does not disappear. This company manufactures hips, knees, joints, etc. Demographics are going to work in their favour. Valuation is attractive. Spending money on technology and management is doing all the right things. In the next 5 years, earnings are going to grow at double-digit rates.

Barry Schwartz
CIO & Portfolio Manager, Baskin Wealth Management
Price
$92.760
Owned
Yes
Showing 1 to 15 of 20 entries