STOCKCHASE

(A Top Pick Feb 23/11. Down 10.95%.) Medical devices. Just reported strong numbers. Volumes in replacement knees has suffered because of the economy but still likes this long-term because of demographic tailwinds. Strong possibility it will get taken out in 3-4 years by one of its competitors.

2012-02-02

BUY

43.810

Norman Levine

Wounds (bandages), arthroscopic surgery and orthopedics. They are the largest presence in Europe, which is hurting them. A lot of people have lost their healthcare coverage and is hurting the industry. Ultimately this stock will do well.

2011-11-29

PAST TOP PICK

44.030

(A Top Pick Nov 19/10. Down 2.76%.) Economic environment has taken some of the wind out of their sails but they'll come back.

2011-11-22

PAST TOP PICK

48.950

(Top Pick Nov 10/10, Up 2.12%) knee replacements, demographic play. Last year and a half have not been that robust because knee replacements are a little bit elective. There is a pent up demand for this kind of surgery. Some interest in the space from some of their competitors.

2011-08-30

TOP PICK

0.010

(London Stock exchange.) Medical devices. This sort of business that can continue to grow a respective of the economy. Good price.

2011-08-11

TOP PICK

57.730

Medical device manufacturer for replacement hips and knees. Huge demographic area. Not particularly expensive at less than 15X earnings. Strong balance sheet. Could be a takeout candidate.

2011-02-23

PAST TOP PICK

58.470

(A Top Pick Jan 5/10. Up 16.75%.)

2011-02-11

PAST TOP PICK

46.250

(A Top Pick Dec 29/09. Down 7.58%.) Still a Buy.

2010-11-29

TOP PICK

46.910

Valuation is closer to $60. Likes the demographics for hip and knee replacements. Took a bit of a dip through 2008-2009 as the economy contracted.

2010-11-19

PAST TOP PICK

45.880

(A Top Pick June 12/09. Up 18.92%.) Still likes.

2010-08-10

PAST TOP PICK

48.230

(A Top Pick May 8/08. Up 38.71%.)

2010-06-24

TOP PICK

50.580

Knee replacements. Nicely situated within this industry. Aging population will create a demand.

2010-01-05

TOP PICK

51.380

Has the least invasive of all the hip and knee replacements out there. Leaders in wound care management for burn and fire victims. A third business is endoscopy components. People have been putting off getting their hips repaired, but eventually they have to step up to the plate. Recovery time is faster. Stock trading at 9-10 times earnings. They came out with blow out margins but some analysts think this is a one-time thing.

2009-12-29

PAST TOP PICK

0.010

(Top Pick Jan 30, 2009, Up 28%) Hip and Knees. Has just started to wake up. Trading at 9 or 10 times earnings. Cheap in it’s sector.

2009-12-29

TOP PICK

44.790

Manufactures artificial hips and knees as well as bandages for fire victims and endoscopic devices. Revenues have been sluggish. Release their quarterly figures and revenues were flat but profits grew. People are delaying hips/knee surgeries but that is building a potential for down the road. Buy on weakness.

2009-11-06

TOP PICK

38.720

Manufactures replacement knees and joints as well as a technology “Mood Management”. Has been vastly oversold and this is a good entry point.

2009-06-12

TOP PICK

35.340

Hip, knee replacements and endoscopic equipment and wound care management. Equipment is less invasive than its peers. Trading at 10X earnings but growing at 15% to 20% so the PEG ratio is in his favour. People are holding back on getting hips replaced but at some point in time they will have to. 2.3% dividend.

2009-05-08

TOP PICK

0.010

(London exchange.) Artificial hips and knees. Business will slow down because people will put off having it done but at some point it is going to have to be done. Very strong free cash flow. Also in wound care management which has been very strong.

2009-01-30

TOP PICK

60.050

They have hip replacement – least invasive so outselling competitors; advanced wound care management using brand new vacuum technology; and endoscopy. Starting to move right now. Held back because most device companies got caught with SCC accusations.

2008-08-11

TOP PICK

47.150

Arthur Heinmaa

Manufacture hip and knee replacements. With an aging population and an increasing heavier population, there is more demand for their product.

2006-11-23

TOP PICK

44.120

Manufacturer of hips and knees, limb care management. Trading at about half the value of its peer group. Demographics are in their favour. Dividend growth rate has been in the 25% range.

2006-09-21

TOP PICK

47.170

Democratically, the growth in hip and knee replacement is in the 6/13% range per annum. The entire sector has been knocked down in the last year and a half because of FDA problems in price fixing by a lot of that has started to clear away.

2006-04-06

BUY

43.850

Demographics are all still in favour of the medical device companies. They've all been hit. Demand for hips and knee joints will continue to grow. At a good price now.

2005-11-03

TOP PICK

43.340

Jonathen Wellum, B. Comm, B. Sc

The entire sector has been hit in the last 6 months. Oversold. Dividend.

2004-10-15

TOP PICK

51.730

James Moffett

A play on the aging of the population.

2004-05-21

DON'T BUY

60.200

In a great space. Good organic growth opportunities. Was profitable. Concerned with management.

2003-06-24

TOP PICK

53.100