Top Medical Device Biotech Growth Stocks Catch Fire (SWAV, EMED, IRTC, MDT, ZYXI, ECOR, NVCR, TIVC, ZBH, ISRG)

After posting the worst first half of any year since 1970 (1), the stock market has come roaring back to life in Q3, with technology and risk bets leading the way following Fed Chair Jerome Powell’s signal at the July FOMC meeting of a possible shift in policy bearing. (2) The Fed believes it is […]

Recession-Proof Medical Device Space Looks Ahead at Accelerating Growth Potential (TIVC, EMED, ZBH, NVCR, MDT, ZYXI, ECOR, ISRG)

The spread of the “recession” meme is starting to reach a fever pitch (1). In this case, it could counterintuitively be a positive catalyst for the long duration side of the market – ie, the long-term growth bets that are still in their early innings, with big fireworks still to come over the next 5-10 […]

How Decentralized Healthcare Could Spawn Coming Boom in Medical Device Stocks (ECOR, EMED, NVCR, MDT, ZYXI, TIVC, ZBH, ISRG)

One group stands out as an interesting and potentially dramatically undervalued area of the market in the wake of the pandemic and its historical footprint: Medical device stocks. The healthcare system has been forever changed by the pandemic, which accelerated several core healthcare industry trends that were already poised to become important at some point […]

Medical Device Stocks in Sweet Spot as Correction Creates Historic Opportunity (MDT, EMED, ZYXI, ECOR, NVCR, TIVC, ZBH, ISRG)

One positive spin we can put on the “great growth stock bear market of 2022” – which, let’s face it, is what we are dealing with so far this year – is the value being created for future portfolio returns. We have seen indiscriminate selling in many high-growth areas of the market over the first […]