Top picks from Brendan Caldwell, president and CEO, Caldwell Investment Management
Brendan Caldwell, president and CEO of Caldwell Investment Management, discusses his top picks: TJX Companies, Stryker, and Granite REIT.“Treasure hunt” shopping experience is a differentiated retail concept that tends to attract sticky customers. Strong value proposition for consumers try to make their dollar stretch a bit further- TJX pricing gap vs.
Procedure volume/hospital staffing headwinds are easing and should become a moderate tailwind in '23. International markets are a large opportunity that can drive topline acceleration. In SYK's view, capital spend on robots has held up relatively well given revenue generating potential and the ability for hospitals to do more with less. Note they expect overall pricing to be -0.
المملكة العربية السعودية أحدث الأخبار, المملكة العربية السعودية عناوين
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