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Market Research #004 – US Medical Device Companies

There are numerous ways to gain exposure to the healthcare sector from direct product producers (medical supply or drug companies), health insurers and pharmacies. There are also indirect ways such as real estate firms focused on health care or retirement facilities. Each sub-sector offers its own unique risks and opportunities. In this piece, we look at the medical products field and why we think it provides interesting opportunities.

This is the forth in a series of independent research produced by the Murray Wealth Group Research Team. The purpose of this series is to provide insight into our portfolio construction and how our research shapes our investment decisions.

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Market Research #003 – Investing in Growth Companies

Evaluating high growth companies is challenging, given that traditional methods often yield astronomical valuations for companies generating negative cash flow, but the rewards can be quite compelling. Any slowdown in growth rates or corporate missteps can cause swift losses in investment value. Thus, it is imperative to look beyond just current financials and evaluate the long-term potential of a company and the ability of management to execute on its growth potential.

In this article, The Murray Wealth Group looks at the financials data of three companies without naming the actual companies right away.

This is the third in a series of Independent research produced by the Murray Wealth Group Research Team. The purpose of this series is to provide insight into our portfolio construction and how our research shapes our investment decisions.

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