SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (75887)7/26/2024 4:58:41 PM
From: Ccube  Read Replies (1) | Respond to of 78749
 
MMM worked out okay so far. got spin off and stock is higher than what I paid plus dividend.

DXCM.... glucose monitor got cut by 40% today because of lower rev/earnings. still not cheap but been interested in this company for the CGM. which was approved for general public use.
Looking to take a position probably around 60 .... only problem is there are few orange warning lights.
1. GLP1 weight loss drugs might effect CGM or number of people with diabetes. (slower revenue?)
2. AAPL and others have been trying to find a glucose monitor sensor on the watch etc... without breaking the skin. Not sure how viable that is.... but if they can get it to work ..... that would decimate CGM.