Because cancer is not one illness, but a whole category, much of the progress in fighting it has come not from big breakthroughs, but thousands of smaller advances https://t.co/EMzj4C37Se ...

Group 1: Core Investment Thesis - The healthcare sector is characterized by non-optional medical care, providing a solid foundation for growth opportunities driven by medical advances [1] - Medtronic (MDT) is highlighted as a strong investment option, currently offering a historically high dividend yield of 3.2% [1] Group 2: Company Overview - Medtronic operates in various sectors including cardiovascular, neuroscience, medical surgical, and diabetes, positioning itself as a large global competitor [3] - The company's size and diversification allow it to engage in significant research and development and acquire smaller companies with innovative technologies [3] Group 3: Financial Performance - Medtronic has a strong track record, having increased its dividend annually for 48 consecutive years, indicating a well-executed business plan [4] - The stock price has decreased approximately 33% from its 2021 highs, presenting a potential buying opportunity for long-term investors [6] Group 4: Challenges and Strategic Moves - Recent challenges include a lack of new product innovation, but upcoming product launches are expected to drive growth [6] - Management is addressing profitability by divesting less desirable business lines and focusing on more profitable operations, with a significant spin-off of its diabetes division planned for 2026 [7] Group 5: Future Outlook - Management's proactive measures are anticipated to enhance the company's performance, potentially leading to a higher valuation from Wall Street [8] - Investors can benefit from the current high dividend yield while awaiting improvements in the company's growth trajectory [8]