Brian Stewart

It's kind of sluggish growth. And honestly, the stock has been in the doldrums for a long time now. It came down during the pandemic as people pushed off. It's a medical device company. And so as people pushed off some surgeries because the medical community was obviously focused on COVID that cut into its revenue and it hasn't been able to recover yet.

It's basically the same levels now as it was in October of 2022. So the stock has had a hard time coming back after that post-COVID drop. So it's worth kind of looking at. You and I had talked about past couple of weeks with the pharmaceutical companies coming out that there has been a longstanding post-COVID hangover in the healthcare sector, generally speaking.

It's basically the same levels now as it was in October of 2022. So the stock has had a hard time coming back after that post-COVID drop. So it's worth kind of looking at. You and I had talked about past couple of weeks with the pharmaceutical companies coming out that there has been a longstanding post-COVID hangover in the healthcare sector, generally speaking.

It's basically the same levels now as it was in October of 2022. So the stock has had a hard time coming back after that post-COVID drop. So it's worth kind of looking at. You and I had talked about past couple of weeks with the pharmaceutical companies coming out that there has been a longstanding post-COVID hangover in the healthcare sector, generally speaking.

So I think that's something to watch going forward is when do these companies get into the next cycle of growth? Another company that was on the downside Unilever, which is a consumer goods company, was down after its earnings. And the larger thing to note there is just that one of the worries was commodity inflation.

So I think that's something to watch going forward is when do these companies get into the next cycle of growth? Another company that was on the downside Unilever, which is a consumer goods company, was down after its earnings. And the larger thing to note there is just that one of the worries was commodity inflation.

So I think that's something to watch going forward is when do these companies get into the next cycle of growth? Another company that was on the downside Unilever, which is a consumer goods company, was down after its earnings. And the larger thing to note there is just that one of the worries was commodity inflation.

So it's just a sign that inflation remains problematic for some of these consumer facing companies.

So it's just a sign that inflation remains problematic for some of these consumer facing companies.

So it's just a sign that inflation remains problematic for some of these consumer facing companies.

Yeah, just using Medtronic as the jumping off point, some of the commentary after those earnings came out was just there was no visibility of when the next catalyst for that stock was, where the next wave of large growth. So the company might be executing well in terms of moving the products that it has, but it's just not clear where that sort of next jump forward was going to come from.

Yeah, just using Medtronic as the jumping off point, some of the commentary after those earnings came out was just there was no visibility of when the next catalyst for that stock was, where the next wave of large growth. So the company might be executing well in terms of moving the products that it has, but it's just not clear where that sort of next jump forward was going to come from.

Yeah, just using Medtronic as the jumping off point, some of the commentary after those earnings came out was just there was no visibility of when the next catalyst for that stock was, where the next wave of large growth. So the company might be executing well in terms of moving the products that it has, but it's just not clear where that sort of next jump forward was going to come from.

And I think that's probably true of a lot of these companies. the pharmaceutical companies that got a big boost from COVID, that was a lot of investment that they put into those drugs. So they basically put their pipeline on hold to move over to COVID during that time.

And I think that's probably true of a lot of these companies. the pharmaceutical companies that got a big boost from COVID, that was a lot of investment that they put into those drugs. So they basically put their pipeline on hold to move over to COVID during that time.

And I think that's probably true of a lot of these companies. the pharmaceutical companies that got a big boost from COVID, that was a lot of investment that they put into those drugs. So they basically put their pipeline on hold to move over to COVID during that time.

And so I think some of them have had a hard time getting back to diversifying their R&D in such a way that they can get the next big one. And I do think that the weight loss drug boost has kind of built in to the stocks. There's a lot of competition in that area now. And so data comes out and new products hit on that front. I think they're all kind of running into a crowded market.

And so I think some of them have had a hard time getting back to diversifying their R&D in such a way that they can get the next big one. And I do think that the weight loss drug boost has kind of built in to the stocks. There's a lot of competition in that area now. And so data comes out and new products hit on that front. I think they're all kind of running into a crowded market.

And so I think some of them have had a hard time getting back to diversifying their R&D in such a way that they can get the next big one. And I do think that the weight loss drug boost has kind of built in to the stocks. There's a lot of competition in that area now. And so data comes out and new products hit on that front. I think they're all kind of running into a crowded market.

So I do think there's sort of a look of what the next big, you don't want to call it a fad or a trend, but for lack of a better word, the next big healthcare trend is going to be.