$BSX (+0%)

💼 Performance Overview

Boston Scientific reported 22.40% YoY revenue growth, fueled by strong demand in Cardiovascular (+28.80%) and MedSurg (+12.40%) segments. The company achieved a 14.80% operating margin, reflecting stable operational performance despite increased expenses.

📊 Key Financial Metrics (YoY Growth)

▫ Revenue: $4.56B vs. $3.73B (+22.40%)

▫ Net Income: $566.00M vs. $504.00M (+12.30%)

▫ Adj. EPS: $0.70 vs. $0.55 (+27.27%)

▫ Gross Margin: 67.85% (-0.73pp)

▫ Operating Margin: 14.80% (-0.30pp)

📍 Segment Breakdown

▫ Cardiovascular: $2.94B (+28.80%)

▫ MedSurg: $1.62B (+12.40%)

📈 Future Outlook

▫ FY 2025 Revenue Guidance: $18.84B - $19.16B (+12.50% to +14.50% YoY)

▫ FY 2025 Adj. EPS Guidance: $2.80 - $2.87

▫ Strategic Focus: Expansion in cardiovascular solutions, digital innovation, and global market penetration.

🔎 Key Takeaway: Boston Scientific delivered one of its best years, driven by product innovation and strong global demand.

Hello everyone, I've been investing for about 2 months my goal with this portfolio (taxable account) is to focus on 4-6 companies that I believe they have:

• Strong Finances
• Good Margins
• Organic Growth
• Good ROCE

Focusing in 4-6 companies would allow me to build a good position and once my portfolio gets to 8-10k I will add couple more stocks. I am also considering adding a ETF for a core position in this portfolio, I also have a ROTH IRA that it mainly consist of $SCHD & $SCHG .

For my 4 stock at the moment I have picked the following

1.- VISA INC -> $V (-0,16%)

This is amazing company, incredibly strong balance sheet with high return. I know $MA (-0,3%) could be a problem later on but I honestly don't see $V (-0,16%) going away anytime soon.

2.- SalesForce -> $CRM (-2,41%)

The leading crm business in the US, most companies I know use this amazing software.

3.- Boston Scientific -> $BSX (+0%)

Boston Scientific is a Medical Device Company in the past years they have growth at a good rate, currently with their new product in the Electrophysiology world dealing with Afib their holy grail product FaraPulse position themselves at the top. I believe with this technology and the introduction of other products they will grow more.

4.- Ulta Beauty -> $ULTA (-1,47%)

Makeup, while looking for a company that is more consumer oriented, I came across $ULTA (-1,47%) when dealing with consumer companies the worry is always that they are cyclical business and if we experience a period where the economy takes a hit people will cut the extra expenses. But let's be honest Girls want to look pretty. Every $TGT (-2,56%) has a $ULTA (-1,47%) inside this increases their exposure and with the expansion of ULTA outside of the US I believe they can experience a good growth.

Going forward I am planning to add $AMZN (-2,39%) if their stock continues to drop. I Don't have a focus on dividends at the moments but I don't mind having a good stock that pays one.

I am looking forward to your feedback, any suggestions thoughts would be greatly appreciated.