Replies to post #10498 on The Rising Influence of Rising Affluence

[DewDiligence]

Barron’s likes BDX for dependability and EM growth:

http://online.barrons.com/articles/becton-dickinson-looks-like-a-buy-1439013157

Becton Dickinson is prized by some investors for its stable, predictable financial results and 43 straight years of dividend hikes. Now a recent acquisition looks likely to stir some excitement and growth.

…In mid-March, the company made an uncharacteristically bold move, buying medical-equipment maker CareFusion for $12.6 billion in cash and stock—by far the largest deal in its 118-year history. …CareFusion gives the combined company more heft—and a more diverse product portfolio—at a time when its customers, notably hospitals, are consolidating.

Becton also is selling CareFusion’s U.S.-focused products globally. …sales in emerging markets [are]…25% for Becton, …which has sold medication-management products to some 4,000 hospitals in China alone…

…In China, Becton is already the No. 1 seller of catheters—small tubes inserted into veins to administer fluids. A natural fit would be to add CareFusion infusion sets, which attach to the backs of catheters.