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| PAST TOP PICK | 71.840 | Mohsin Bashir | (A Top Pick Aug 12/11. Down 8.41%.) Still likes. 38 consecutive years of dividend increases. | 2011-11-21 | |
| BUY on WEAKNESS | 72.600 | John O'Connell, CFA | Disappointed earnings today so will be down tomorrow. Good dividend yield and trades at about 12X earnings. This is one you buy on weakness and average down. Good demographics. | 2011-11-02 | |
| TOP PICK | 80.280 | Mohsin Bashir | Medical technology. 38 years of consecutive dividend increases. Conservative payout ratio of 28%. 3 segments, medical, diagnostics and biosciences. All 3 have been growing at about 4%-5%. Met or exceeded earnings expectations for the last 5 years, usually 5%. | 2011-08-12 | |
| PAST TOP PICK | 83.090 | Laura Wallace | (A Top Pick Dec 31/09. Up 7.42%.) | 2011-01-20 | |
| BUY | 69.590 | Gordon Reid | Diagnostics is probably a good area to consider. | 2010-07-14 | |
| TOP PICK | 74.470 | Michael Simpson, CFA | Medical devices. Selling into emerging markets where per capita spent on health care is very small. Generates a lot of free cash flow. Raised dividends over the last 37 years. Grown revenues from 2000 at 8% per year. Debt to cash flow is under 1X. Very stable business. | 2010-05-13 | |
| TOP PICK | 78.860 | Laura Wallace | Hospital supply company in the US and will benefit when 40-50 million more people are covered under a healthcare plan. Trading at 13.5X earnings. Great growth record. | 2009-12-31 | |
| TOP PICK | 77.650 | Ara Nalbandian | So shareholder friendly in all the actions they have taken. Dividends rising for 36 years in a row. No debt, buying back shares. Modest growth, likes sector and dividend, which grows. | 2009-12-15 | |
| BUY | 68.670 | Gordon Reid | Manufactures medical devices. Looking for it to earn about $5.50 next year. Very steady, highly predictable. | 2009-07-08 | |
| BUY | 67.240 | Brett Hryb | Just recently purchased this. Has good revision and good valuation in the healthcare space. Products include syringes, monitors, catheters, etc. which healthcare services are in constant need of. Good growth and demand even when everything else is weak. Have some concerns on foreign exchange and margin issues because of increase in costs of raw materials. Expecting about 10% earnings growth in 2009, which is a great earnings profile. | 2009-03-31 | |
| BUY | 74.090 | Charles Bobrinskoy | If you go to a hospital in the US and look around, everywhere you go you see their products. There is a lot of concern that hospitals are not going to be able to spend the money that they have in the past so the stock has come down a long ways. | 2009-02-06 | |
| TOP PICK | 68.270 | Laura Wallace | Hospital supplies such as syringes, tests of blood supplies, etc. Off the radar on healthcare reform and pricing reform. Well diversified geographically with about 65% outside the US. Trading at 14 X earnings and looking at 12% growth. | 2008-11-11 | |
| TOP PICK | 70.410 | Laura Wallace | Hospital supplies. 16-18% growth in earnings over the last 10 years and expected to do the same in the next 5. Not expected to be impacted by the health care costs in the US. Strong balance sheet. | 2008-10-15 | |
| BUY | 78.890 | Laura Wallace | Hospital supply company as well as doing a lot of diagnostics testing. Had disappointing performance in the near term, but she likes it longer term. Growing at 18% to 17% with 60% to 70% of its profits outside of North America. | 2008-06-18 | |
| BUY | 83.580 | Laura Wallace | Great international company. | 2008-05-23 | |
| BUY | 83.580 | Laura Wallace | Medical supplies. Long time favourite. Unlike big pharma, has been delivering in terms of earnings 1st quarter was up almost 18%, well above expectations. Should continue to generate great returns, probably in the 10% to 12% range. Great international exposure. | 2008-05-23 | |
| HOLD | 84.500 | Pat Naccarato | A leader in medical supplies with the main product being needles. Great stock and great company but right now, the valuation is not there. | 2008-04-07 | |
| PAST TOP PICK | 86.390 | Laura Wallace | (A Top Pick Mar 14/07. Up 15% including dividends.) Hospital supplies. Great company, but not well followed or well known. Well diversified with 60% revenues outside of North America. Good R&D. Trades at about 18X earnings. Still a Buy. | 2008-03-12 | |
| PAST TOP PICK | 84.920 | Laura Wallace | (A Top Pick March 14/07. Up 14.8 %.) Medical imaging. Under the radar in the healthcare sector. Market leader globally on diabetes products. Not expensive. Still a Buy. | 2008-01-30 | |
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| BUY | 82.740 | Laura Wallace | A hospital supply manufacturer. Very solid, 15% plus earnings growth. Continue to like it. Will continue to deliver in a low tech safe way. | 2007-10-15 | |
| PAST TOP PICK | 78.480 | Laura Wallace | (A Top Pick Aug 21/06. Up 14.5%.) Medical supplies. A low-tech way of playing the increased demand for health care. | 2007-08-02 | |
| TOP PICK | 74.550 | Laura Wallace | A play on baby boom generation needing more medical care. Provides syringes, needles and hospital supplies. Strong presence in the diabetic sector. Makes about 23% ROE. | 2007-03-14 | |
| TOP PICK | 68.810 | Laura Wallace | A hospital supply company. Generally likes the demographic play of healthcare and this is a kind of low-tech way of playing it. The company also has a very strong diabetes section which is a big growth area in the US. Good dividend. | 2006-08-21 | |
| TOP PICK | 56.940 | Laura Wallace | A low beta way to play the growth in the health care sector. Has recently increased its R&D budget. Will be a steady grower at 7/8%. | 2004-12-23 | |
| BUY | 35.630 | Laura Wallace | Expects disposable medical supplies will become much more in demand because of concerns like SARS. Trading at about 16 X earnings. | 2003-05-02 |
