Q: I’d appreciate your comments on Integer Holdings. It looks like a good stock. Thanks for all your great recommendations over the years!

A: Integer Holdings Corp., $140.00, symbol ITGR on New York (Shares outstanding: 33.5 million; Market cap: $4.6 billion; www.integer.net), is among the world’s largest medical device outsource (MDO) manufacturing companies. It serves cardiac rhythm, neuromodulation, orthopedics, vascular, surgical, and portable medical markets.

Integer’s main customers include… Read More

Tap into key trends with these healthcare ETFs

The underlying growth trends for healthcare remain strong as the global population grows older and emerging economies become wealthier.
Meanwhile, new technologies and artificial intelligence (AI) will serve to boost the already-strong prospects of healthcare stocks by improving the management of patient diagnostics, administrative processes, and… Read More

Three ETFs—two buys and one we don’t like

Here’s a look at three popular ETFs in three different areas—medical-device makers, natural resource producers and S&P 500 companies (but with a twist). We like the first two, but we think the third is likely to underperform its “plain vanilla” counterpart.
Meanwhile, the Supplement on page… Read More

Healthcare ETFs tap into key trends

Healthcare companies as a group performed well over the past decade or so—including big growth spurts during and after the pandemic that pushed many of them to new highs. The underlying growth trends remain strong as the global population grows older and emerging economies spend… Read More

Spinoffs & Takeovers Hotline – Friday, June 2, 2023

TECNOGLASS INC., $40.75, symbol TGLS on New York, is a leading producer of architectural glass, windows, and associated aluminum products serving the multi-family, single-family, and commercial end markets. Tecnoglass is the second largest glass fabricator serving the U.S. and the #1 architectural glass transformation company… Read More