Becton Dickinson

And they've been in that business for a long time, and, uh, they've been a compounder as well.

And very recently, they bought into Becton Dickinson's diagnostic business, which they, as we speak, they're in the process of completing that merger and looking for synergies from the new business.

And I think, um, with this expanded platform, they'll continue to grow top line at high single digits and bottom line again should be able to easily compound at mid-teens or so.

And so another business that we see a tremendous value and continuing to grow earnings and cash flow in the future.

There is one such blue dot in Utah.

BD Medical is a commercial sterilizer with EPA-identified elevated cancer risk located at 94 50 south state street in sandy utah of roughly 309 958 people that live within five miles of this facility approximately 20.9 percent are people of color 16.7 percent are low income and two percent have limited english language proficiency there are approximately a 163 schools and child care centers in this area in the census tract in which the facility is located ethylene oxide emissions from all sources are estimated to contribute to roughly 76 percent of overall cancer risk from toxic air pollutants moving over to nebraska beckton dickinson pharmaceutical systems beckton dickinson pharmaceutical systems is a commercial sterilizer with epa identified elevated cancer risks located at 920 east 19th street in columbus nebraska of roughly 25,175 people that live within five miles of this facility.

Approximately 28% are people of color, 28.3% are low income, and 5.4% have limited English language proficiency.

There are approximately 34 schools and childcare centers in this area.

He likes the energy area here, but he also likes the medical field.

Let's start off there with his first pick, and it is Becton Dickinson, and this is an, a medical supplier and medical devices.

BDX is the symbol.

That's Becton Dickinson.

They have a 2.2% dividend yield.

As we said, DC, a lot going on in medi- medical devices, biotech, and so forth with the advent of AI.

Yeah

... on the energy companies.

[upbeat music] Hello, Mr. Cramer.

Thank you for taking my call, and by the way, thank you for recommending Becton Dickinson a, a, a couple months ago.

It's up 32% on me.

Thank you so much for that.

Automatic Data Processing is on the list.

Becton Dickinson, Lowe's, PepsiCo, Procter & Gamble, and S&P Global.

So there's quite a bit of variety here.

And then you have the companies trading at some of the largest discounts to their estimated fair values.

So there were three major manufacturers, and two of which are still on the market today.

The number one is Bard or Becton Dickinson, and that's the one where it's been a very large settlement involving 33,000 claimants that I led with Kelsey Stokes out of Ohio.

And that market share had the largest number of claimants, and that's still in administration.

So most of the folks have not received their funds yet.

And finally, Sam, let's get away from all the big, you know, scary, difficult stuff.

Uh, you do have a couple of stocks CFRA has recently upgraded, Becton Dickinson, Arrow Electronics, and Plains All America Pipeline.

I don't know if you just have a kind of final comment about those.

Sure.

Well, there are always opportunities are- in the marketplace, no matter, you know, what is the backdrop.

But Becton Dickinson, we like this company because we've been seeing indications of an improvement in the medical device category, uh, and this company is gonna be focusing on its med tech portfolio.

Arrow Electronics, uh, we've been seeing book to bill ratio for this midcap tech distributor doing very well, uh, above parity, and we think that, uh, its end markets will be supporting, uh, the forecasts.

And then lastly, Plains All American, you know, fool me once, shame on you, fool me 25 times, shame on me, uh, in terms of when the Straits of Hormuz will be reopened.