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| HOLD | 54.510 | Peter Brieger | Likes it but will not buy more right now. It’s Christine Pool’s stock. | 2011-11-08 | |
| PAST TOP PICK | 59.230 | Norman Levine | (A Top Pick Aug 11/10. Up 33.66%.) Hospital supply company. Very big in the kidney dialysis market. Likes the demographics. | 2011-07-27 | |
| Comment | 59.930 | Christine Poole | Well diversified healthcare company. Trades at a reasonable multiple. Yield of about 2.5%-3%. Always increases its dividend. | 2011-06-20 | |
| HOLD | 51.710 | Christine Poole | Diversified health care. Had some obstacles in their bioscience division that they had to overcome last year. These are now being resolved. Trading at about 10X forward earnings. Good yield of 2.5%. | 2011-02-14 | |
| PAST TOP PICK | 50.780 | Christine Poole | (A Top Pick Jan 11/10. Down 10.65%.) | 2010-12-20 | |
| PAST TOP PICK | 49.630 | Christine Poole | (A Top Pick Nov 26/09. Down 7%.) Health care. Encountered some problems earlier this year in their plasma/protein market. Trading at an attractive multiple. Over 3% yield. Still a Hold. | 2010-11-29 | |
| PAST TOP PICK | 50.430 | Christine Poole | (A Top Pick Nov 26/09. Down 4.37%.) Still likes. | 2010-10-25 | |
| PAST TOP PICK | 47.790 | Christine Poole | (A Top Pick Oct 15/09. Down 10%.) Misjudged supply/demand situation so they had to reduce guidance to bring supply picture back in line. Conditions are stabilizing. | 2010-09-27 | |
| WAIT | 44.380 | Ross Healy | Well run company. Excellent Fair Market Value if you can believe the forecasts. Medical index registered a Sell signal a little while ago for him. Doesn't think the bottom is too far away on this. | 2010-09-07 | |
| TOP PICK | 45.620 | Norman Levine | Medical devices. About 60% of sales are outside of the US. Big in kidney dialysis, haemophilia, vaccines, and aesthetics, etc. Most of their growth is in developing countries. | 2010-08-11 | |
| BUY | 44.720 | Christine Poole | Encountered some problems in their plasma protein business and there was excess supply. Looks like conditions have stabilized. Likes the long-term prospects. Attractive investment if you have a view longer than 1 year. | 2010-07-26 | |
| TOP PICK | 40.470 | Norman Levine | Brand new holding – health care and he likes the long-term outlook to health care. It’s not a drug company and 60% of business is out of the country. Big overseas market developing. Stock got hit and that is the opportunity to buy it. | 2010-06-09 | |
| HOLD | 41.500 | Christine Poole | Stock fell because profits were going to come off with increased rebates to Medicare. Company makes plasma protein products. Had to reduce guidance because of an oversupply of plasma. Also had to recall all their medical delivery pumps. Still has confidence in management. | 2010-05-26 | |
| TOP PICK | 58.830 | Christine Poole | Diversified drug company. 60% of revenues from outside of North America. Good exposure to emerging countries. No concerns about products given the US healthcare reform. Consistently posts double-digit earnings growth. Strong balance sheet. Buys back stock with excess cash flow. Good pipeline going forward. 2% yield. | 2010-01-11 | |
| TOP PICK | 54.750 | Christine Poole | Diverse healthcare company. Focuses on blood and circulatory systems. Margins have been improving. Shutting down inefficient operations. Good product pipeline going forward. Strong cash flow. 60% of revenues are outside of the US. | 2009-11-26 | |
| TOP PICK | 54.500 | Christine Poole | Global healthcare. Products tend to target blood and circulatory problems. Most of their products tend to be used in critical/chronic care situations so not affected by the economy. About 60% of earnings come from outside the US. Think they have a strong pipeline going forward. | 2009-10-15 | |
| TOP PICK | 54.500 | Christine Poole | Global healthcare. Products tend to target blood and circulatory problems. Most of their products tend to be used in critical/chronic care situations so not affected by the economy. About 60% of earnings come from outside the US. Think they have a strong pipeline going forward. | 2009-10-15 | |
| HOLD | 69.700 | Ron Meisels | (Almost chose this is a Top Pick.) Has just gone into new all-time highs. Above the 200 day moving average. On any pullback towards $65 you could buy more. | 2008-09-03 | |
| TOP PICK | 70.030 | David Burrows | This group has been out of favour since 2000. This one has an above average growth rate against its peers. Have 3 core areas and all 3 are doing very well. Margins are expanding. Estimates are rising. International exposure. | 2008-08-21 | |
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| DON'T BUY | 44.380 | Brian Acker, CA | Recently bought a company, so there are some funky things going on with their balance sheet. His model price is $32.43, a negative 27% differential. A lot of people are buying these companies because of fear of an economic slowdown. | 2006-08-31 |
