Today, The Panic-Proof Portfolio (Stockchase Research) and Christine Poole commented about whether MA-N, CARR-N, HON-N, JNJ-N, DLTR-Q, BCE-T, GOOG-Q, NVDA-Q, GIB.A-T, CAR.UN-T, PLC-T, CP-T, ATZ-T, TD-T, NVST-N, AAPL-Q, BNS-T, T-T, ADBE-Q, AQN-T, TSEM-Q, PIF-T, PSK-T, DVN-N, CVS-N are stocks to buy or sell.
(A Top Pick Sep 14/21, Down 23%) A leading provider of dental products and services. A spin-off from Danaher. A reason NVST is down is that dental expenses are only partially (50%) covered by plans, so people may defer going to the dentist. Also, 15% of their revenues are from Russia and China (impacted by lockdowns). That's a hiccup. Is trading cheaply now, and she likes the long-term prospects. NVST is introducing new popular products like new implants.