No. of Recommendations: 5
I just read a recent
GMO Insights piece, titled "Quality Opportunities in Healthcare." The piece leads with,
In markets, short-term underperformance can often set the stage for a compelling long-term opportunity. Although healthcare was the S&P 500’s worst-performing sector over the past year (from 9/30/24 to 9/30/25), innovation remains strong, demographic trends are supportive, and valuations have fallen to attractive levels. In our opinion, areas within the sector present fertile ground for quality-focused investors.https://www.gmo.com/americas/research-library/qual...This reminded me of a screen that mungofitch had proposed either on this board, another Shrewd'm board, or one of the boards at the Fool. I sort of remember the screen being ROE-based in the medical device industry, perhaps including other medical-related industries. The only Shrewd'm posts of his containing the phrases "medical device" or "medical devices" are these three, but they're not the one I'm thinking of:
https://www.shrewdm.com/MB?pid=739527066https://www.shrewdm.com/MB?pid=669381202https://www.shrewdm.com/MB?pid=740556794Jim, are you able to remember the screen I'm thinking of, and post its details here? If so, thanks a bunch! It might be time to break out that screen and put some capital behind it!
