GEHC
GE Healthcare has been spun off for over a year now and for as old of a company it is I think there will be room for growth. We are just starting to see the new identity this company will be taking on with the recent acquisition in the AI field. Compared to its peers its trading at a much lower PE ratio. Possibly setting this up to be a value play when rates come down in the 2nd half of this year. While I don't mind seeing growth by acquisition keeping long term debt down is key and they have taken on a healthy chunk.
As long as GEHC can see real revenue production and synergies from these acquisitions while also producing great products through it's own R & D I have full confidence that positive free cash flow will continue to grow and the dividend will expand at a good pace making this a long term compounding stock through the next decade.
I am long GEHC with half positioning and will be adding on dips to the longer term trend line.
*this is not financial advice. Invest at your own risk*