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*
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