I am a long-term investor, so I do not pay much attention to the current machinations of market swings or one-year forecasts. I like to look for quality companies that are priced at a discount to what I expect to be the case five years or more down the road.
I will start out by explaining my investing philosophy so readers will understand why I see opportunity in an industry that appears to be under pressure by tariff threats from the administration.
J&J’s diversified business, robust pipeline, and strong free cash flow provide stability despite the ongoing legal overhang from talcum powder claims.
