Medtronic Inc

MDT-N

Analysis and Opinions about MDT-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 13, 2017

This does stuff mainly related to cardiovascular, diabetes, spinal implants and a lot of neurology stuff. The stock has been bouncing between $90 and $75. Has 4%-5% earnings growth. Dividend yield of 2.3%. (Analysts’ price target is $90.)

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Medtronic Inc (MDT-N)
November 13, 2017

This does stuff mainly related to cardiovascular, diabetes, spinal implants and a lot of neurology stuff. The stock has been bouncing between $90 and $75. Has 4%-5% earnings growth. Dividend yield of 2.3%. (Analysts’ price target is $90.)

COMMENT
COMMENT
October 13, 2017

This has certainly had its good days. It’s been quite a good company for many years. He likes the medical technology space.

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Medtronic Inc (MDT-N)
October 13, 2017

This has certainly had its good days. It’s been quite a good company for many years. He likes the medical technology space.

PAST TOP PICK
PAST TOP PICK
May 23, 2017

(A Top Pick May 25/16. Up 7%.) He really likes the medical device space. If he were to buy something today, he would probably buy a Stryker (SYK-N). The nice thing about devices is that it is not completely dependent on insurance pays. If you would like the whole sector, you can buy the ETF IHI-N.

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(A Top Pick May 25/16. Up 7%.) He really likes the medical device space. If he were to buy something today, he would probably buy a Stryker (SYK-N). The nice thing about devices is that it is not completely dependent on insurance pays. If you would like the whole sector, you can buy the ETF IHI-N.

WEAK BUY
WEAK BUY
April 24, 2017

They have struggled over the most recent years after being a darling. There is the question of how healthcare will be paid for in the US. Device companies have the hardest headwinds. They are also in a very competitive area. It is not expensive and is a perfectly good way to be in the health care area. Their struggles may mean they have more upside potential if the healthcare sector improves.

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Medtronic Inc (MDT-N)
April 24, 2017

They have struggled over the most recent years after being a darling. There is the question of how healthcare will be paid for in the US. Device companies have the hardest headwinds. They are also in a very competitive area. It is not expensive and is a perfectly good way to be in the health care area. Their struggles may mean they have more upside potential if the healthcare sector improves.

PAST TOP PICK
PAST TOP PICK
April 19, 2017

(A Top Pick May 13/16. Up 2%.) The leading medical device company. He owns it because they have a plethora of products right across the range. They had a bit of an earnings hit in the 3rd quarter, and he bought more. He has a $92 target on this.

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Medtronic Inc (MDT-N)
April 19, 2017

(A Top Pick May 13/16. Up 2%.) The leading medical device company. He owns it because they have a plethora of products right across the range. They had a bit of an earnings hit in the 3rd quarter, and he bought more. He has a $92 target on this.

DON'T BUY
DON'T BUY
April 6, 2017

There has been some major earnings volatility around this one recently. So he has backed off. They have a mid- to high- single digit earnings growth rate, but you are paying twice that. The PE to growth rate is too high. You are paying top dollar for the growth you are getting.

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Medtronic Inc (MDT-N)
April 6, 2017

There has been some major earnings volatility around this one recently. So he has backed off. They have a mid- to high- single digit earnings growth rate, but you are paying twice that. The PE to growth rate is too high. You are paying top dollar for the growth you are getting.

COMMENT
COMMENT
February 22, 2017

This has everything you can think of that is tools related, from your head all the way down to your toes; cardiovascular, stent. The dominant player in medical technologies. Trading at 17X next year’s earnings. Had a hiccup last quarter, but all they had to do was show that things were back on track. He likes this.

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Medtronic Inc (MDT-N)
February 22, 2017

This has everything you can think of that is tools related, from your head all the way down to your toes; cardiovascular, stent. The dominant player in medical technologies. Trading at 17X next year’s earnings. Had a hiccup last quarter, but all they had to do was show that things were back on track. He likes this.

PAST TOP PICK
PAST TOP PICK
January 25, 2017

(A Top Pick Oct 11/16. Down 9.87%.) For the most part of 2016, there was a rotation out of Pharma and into medical devices. Great company, well-established and a good yield.

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Medtronic Inc (MDT-N)
January 25, 2017

(A Top Pick Oct 11/16. Down 9.87%.) For the most part of 2016, there was a rotation out of Pharma and into medical devices. Great company, well-established and a good yield.

COMMENT
COMMENT
October 17, 2016

He likes healthcare “devices”, because it is the area that is least likely to be attacked by a government. They are somewhat less regulated from a price standpoint. This company has very strong market share in rhythm devices. Earnings for the year should be up about 7% over last year, but should accelerate up to about 11% next year. It has consolidated between $80 and $90 going back to June. Sitting at around the 150 day moving average, so technically is in a good spot. You should see earnings accelerate going forward, which is what he cares about.

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Medtronic Inc (MDT-N)
October 17, 2016

He likes healthcare “devices”, because it is the area that is least likely to be attacked by a government. They are somewhat less regulated from a price standpoint. This company has very strong market share in rhythm devices. Earnings for the year should be up about 7% over last year, but should accelerate up to about 11% next year. It has consolidated between $80 and $90 going back to June. Sitting at around the 150 day moving average, so technically is in a good spot. You should see earnings accelerate going forward, which is what he cares about.

DON'T BUY
DON'T BUY
October 14, 2016

Seasonally, this doesn’t do too well at this time of year. That is pretty common for all the healthcare instrument stocks in general. Technically it is developing a downward trend and recently broke 2 support levels.

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Medtronic Inc (MDT-N)
October 14, 2016

Seasonally, this doesn’t do too well at this time of year. That is pretty common for all the healthcare instrument stocks in general. Technically it is developing a downward trend and recently broke 2 support levels.

TOP PICK
TOP PICK
October 11, 2016

A medical device business, one of the largest in the world. A very diverse product line. Valuation at about 18X earnings, the high end of the range, but medical devices are trading at a premium to Pharma. He sees single digit revenue growth and double digit earnings growth, and expects some real growth to come out of things like aortic valve replacement. Dividend yield of 2.07%.

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Medtronic Inc (MDT-N)
October 11, 2016

A medical device business, one of the largest in the world. A very diverse product line. Valuation at about 18X earnings, the high end of the range, but medical devices are trading at a premium to Pharma. He sees single digit revenue growth and double digit earnings growth, and expects some real growth to come out of things like aortic valve replacement. Dividend yield of 2.07%.

HOLD
HOLD
October 4, 2016

Has a target price of $98, so there is decent upside to it. They are talking about launching a robotic surgery system, so that is something to keep an eye on. It is not at the top of his list, so he wouldn’t be adding to it here.

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Medtronic Inc (MDT-N)
October 4, 2016

Has a target price of $98, so there is decent upside to it. They are talking about launching a robotic surgery system, so that is something to keep an eye on. It is not at the top of his list, so he wouldn’t be adding to it here.

TOP PICK
TOP PICK
September 23, 2016

In general he has been cautious on Biotechs, but this is a medical devices company. It is very, very solid. In the next 5 years it should be growing revenues at mid-single digits. Earnings at low double digits. Dividend yield of 1.96%.

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Medtronic Inc (MDT-N)
September 23, 2016

In general he has been cautious on Biotechs, but this is a medical devices company. It is very, very solid. In the next 5 years it should be growing revenues at mid-single digits. Earnings at low double digits. Dividend yield of 1.96%.

COMMENT
COMMENT
September 1, 2016

The medical device companies have done a lot better this year, versus pharmaceutical companies. If you are buying shares of a healthcare company right now, he would buy a pharmaceutical name or his Top Pick at the end. (See Top Picks.)

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Medtronic Inc (MDT-N)
September 1, 2016

The medical device companies have done a lot better this year, versus pharmaceutical companies. If you are buying shares of a healthcare company right now, he would buy a pharmaceutical name or his Top Pick at the end. (See Top Picks.)

TOP PICK
TOP PICK
August 30, 2016

A healthcare company, but not a pharmaceutical company. They are very big in cardiovascular and diabetes. Growing their top line at roughly 5%-10% per annum, and the bottom line closer to 12%-13% for the foreseeable future for the next 4-5 years. They are in the right place at the right time, and are likely to return about $1 billion a year to the shareholders for the next few years. They are committed to increasing their dividends. Dividend yield of 1.98%.

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Medtronic Inc (MDT-N)
August 30, 2016

A healthcare company, but not a pharmaceutical company. They are very big in cardiovascular and diabetes. Growing their top line at roughly 5%-10% per annum, and the bottom line closer to 12%-13% for the foreseeable future for the next 4-5 years. They are in the right place at the right time, and are likely to return about $1 billion a year to the shareholders for the next few years. They are committed to increasing their dividends. Dividend yield of 1.98%.

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