In short: The last name on the read-out of Harrington's healthcare holdings (with Bristol-Myers, GSK, Pfizer, Regeneron, Roche and Thermo Fisher) in a sector Yardeni says is ready to rebound. No individual call.
In short: Sethi sold it to fund the Stryker buy — he'd "rather own Stryker," the higher-quality company with much better management and robotics leadership.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.