Insulet Stock Forum

Despite low ROCE, Insulet's consistent reinvestment at increasing rates and growing capital employed are positive signs. The stock's 112% return over five years shows investor optimism.

Positive EPS growth and share price decrease may signal an opportunity for investors. Long term shareholders gained 19% annually over five years. The recent sell-off could be a chance if fundamentals indicate long term growth.

Baird analysts anticipate Insulet's earnings to grow faster than their annual sales of approx. 20%. DexCom's margins predicted to expand with sales growth over 20% annually before GLP-1s impact. Boston Scientific considered a top-level medtech enterprise by Baird's Rescott.

Insulet may be overvalued, with the company's promising outlook already priced in, leaving no upside from mispricing. Investors advised to await a price drop.

Inflation data is on watch and expected to fall in Australia and the US. But expect smart money to flow into healthcare stocks as job growth is slowing and surplus income is falling. We cover healthcare stocks to maybe jab into your portfolio. Plus, the potential OPEC+ meeting outcomes with stocks to watch given the oil price is in 'oversold' territory'
1- US inflation to fall under the Fed's target. Wow. Australia's inf...