“Davidson” submits:
Knowing that prices are reflections of market expectations of the future, do you trust the market perception of anticipated underlying financial performance of IRTC over GIS?
IRTC is ~15 x Revenue which is a wild price to pay for anything without a business history (same for TSLA) and has a negative Cash Flow, negative Net Inc
GIS is ~1.6x Revenues, carries ~10 Price/Earnings(real Net Income), more than 4% Dividend and an extensive business history working through periods like the current one in which sales slowed. Also a large factor of slowing sales is US$ strength due to global political fears which is now reversing.
Momentum Investors are trusting the price-trend and favor IRTC.
Value Investors like myself who know how to value the businesses behind the price will favor GIS. I own GIS.
