នាយកប្រតិបត្តិ Diamon Hill ដាក់ឈ្មោះភាគហ៊ុនបច្ចេកវិទ្យាវេជ្ជសាស្រ្ត "ខុស"

Stryker Corporation (NYSE: SYK) is a “mispriced” stock that has potential to offer lucrative returns over the long term, says Heather Brilliant. She’s the Chief Executive of Diamon Hill Capital Management.

Stryker can stand the coming recession

Investors are concerned the វិបត្តិសេដ្ឋកិច្ចកំពុងលេចឡើង will be a meaningful headwind for the Michigan-headquartered company that offers innovative products and services for elective surgeries.

តើអ្នកកំពុងស្វែងរកព័ត៌មានរហ័សព័ត៌មានជំនួយក្តៅនិងការវិភាគទីផ្សារមែនទេ?

ចុះឈ្មោះសម្រាប់ព្រឹត្តិប័ត្រ Invezz ថ្ងៃនេះ។

Brilliant, however, is convinced such fears are a bit overblown. This morning on CNBC’s “ ប្រអប់ Squawk”, នាង​បាន​និយាយ​ថា:

I think there’s more concern about how Stryker will be impacted by a recession than their business will actually see. If you look at Stryker’s long-term earnings power, we’re very confident in the business over the long run.

The stock down roughly 20% for the year is attractive in terms of valuation as well.

Why else is she bullish on Stryker stock

In July, Stryker Corporation រាយការណ៍ weaker-than-expected results for its fiscal second quarter. Still, Brilliant said:

We think the management team is really strong and has done a great job of investing back into the business and following acquisition strategy when it makes sense. That will show through in the business in the long run.

Partnerships with several players in healthcare including hospitals were among other reasons cited for the constructive outlook. Her view is in line with Wall Street that has a consensus "លើសទម្ងន់" rating on the medical technology company.

Stryker Corporation currently has a ទិន្នផលភាគលាភ។ of 1.29%. Other mispriced stocks that Brilliant likes include Google and SunOpta.