MDT : Analysis & Opinions

  1. Barron's Recap: The Fall Big Money Poll Reveals Bulls

    October 18, 2015
    The cover story in this weekend's Barron's offers the results of the latest Big Money Poll. This issue also includes a look ...
  2. These Companies Are Poised for Growth as Global Population Growth ...

    September 10, 2015
    While there are many concerns about population growth putting pressure on natural resources such as water and energy, these ...
  3. High Expectations For Ambarella In An Otherwise Quiet Earnings ...

    August 30, 2015
    The week's economic calendar is highlighted by the Federal Reserve's next Beige Book report and a look at the employment ...
  4. Medtronic Makes a $458 Million Acquisition

    August 28, 2015
    The largest pure-play medical devices maker just got larger. Medtronic (NYSE: MDT) announced this week that it signed a ...
  5. Corporate Inversion: How It Works

    June 26, 2015
    Large corporations are making all kinds of moves to decrease expenses and increase profits in an increasingly competitive ...
  6. Top Healthcare, Medical Equipment Stocks of 2015

    May 27, 2015
    A short list of the top healthcare and medical equipment stocks of 2015.
  7. High-Ranking Medical Device Stock Set to Deliver Big Gains

    December 3, 2014
  8. 5 Top Defense Technology Developments in 2014

    July 30, 2014
    The F-35 Lightning II fighter jet, also known as Joint Strike Fighter, was a no show at the recent Farnsborough International ...
  9. Your Best Bet In The Medical Space

    July 1, 2014
    With so many Americans entering their golden years there will be plenty of profit in medical device stocks. Here are a few ...
  10. A Strong Prognosis For Healthcare Stocks

    November 19, 2013
    Despite the healthcare sectors recent torrid run, there’s still plenty to like about stocks in the industry. Aside from tailwinds ...
  11. Medtronic Marking Time

    August 20, 2013
    Medtronic looks stuck in low-growth mode for now, but the shares look undervalued.
  12. Where Do The Bears Go Next With St. Jude Medical?

    July 18, 2013
    St. Jude continues to defy bearish expectations of major share loss, but the shares aren't exactly cheap today.
  13. Abbott Labs Making Progress On Margins, Now It Needs More Growth

    July 17, 2013
    Abbott's results were just so-so, as both margins and growth need more momentum.
  14. Drugs Driving JNJ, With Slow Progress In Devices And Consumer

    July 17, 2013
    JNJ is getting great performance out of its drug business, but the remainder still lags.
  15. Abbott Adds Two Promising Products

    July 15, 2013
    Abbott makes two solid growth acquisitions that should address large markets.
  16. In A Growth-Starved Sector, Becton Dickinson Rules

    May 3, 2013
    Becton Dickinson is a great business, but investors seem to be too willing to overpay for today's relatively stronger growth. ...
  17. It Gets A Little Harder From Here For Covidien

    April 29, 2013
    Expectations are the bigger issue for Covidien, as underlying growth is still pretty good on a relative basis.
  18. Broad Weakness Makes It Harder To Like St. Jude Today

    April 18, 2013
    Although I do believe the long-term expectations for St. Jude are increasingly beatable, this could be a frustrating stock ...
  19. Pharma Is Doing All The Pulling For Johnson & Johnson

    April 17, 2013
    Although JNJ reported decent earnings and has some major new drugs lined up - downside risk is definitely still present.
  20. Stryker Follows Its Rivals With A Big Investment In China

    January 22, 2013
    Stryker's acquisition of Trauson is the right deal at the right time.
  21. A Look Back At The Year In Medical Technology

    December 28, 2012
    Med-tech had an up-and-down year as product-specific stories did battle with sluggish macro conditions.
  22. Smith & Nephew's Costly Deal

    November 29, 2012
    Smith & Nephew is having to pay a pretty hefty price for this growth injection and this just isn't a sustainable long-term ...
  23. Medtronic's Growth Looks Good, But Can It Last?

    November 22, 2012
    Medtronic may not be a super grower anymore, but it's doing better than the Street seems to acknowledge
  24. Medtronic Second Quarter Earnings

    November 20, 2012
    Medtronic (NYSE:MDT) announced its results for the most recent quarter on November 20, 2012. Medtronic provides products ...
  25. Medtronic First Quarter Earnings Preview

    August 16, 2012
    Medtronic (NYSE:MDT) will release its first quarter earnings on Tuesday, August 21, 2012. The company's stock price is approaching ...
  26. More Healthy Alternatives To Zimmer

    July 30, 2012
    Zimmer has turned to cost cutting to keep total profit growth moving positively forward, but doesn't appear to have any answers ...
  27. The 10 Must-Know Market Forces for 2012

    February 14, 2012
    For the first time since 2007, investors have multiple ways to succeed this year. Understanding how the lingering effects ...
  28. Abbott Labs Dividing Its Growth And Income Potential

    January 26, 2012
    With the coming split of operations, Abbott Labs investors will better be able to choose between growth and income.
  29. OM Group - Just Another Cheap Commodity Play, Or Something More?

    January 17, 2012
    OM Group is seeing multiple cyclical downturns, but looks cheap.
  30. How Intuitive Surgical Justifies Its Lofty Valuation

    December 30, 2011
    Intuitive Surgical "should be" expensive, but here's proof that you get what you pay for.
  31. 2011 - Another Sick Year For Larger Med-Tech

    December 29, 2011
    Larger healthcare companies are still getting sickly returns in the market.
  32. Uncertainty Still Means Discount For WellPoint

    November 30, 2011
    Uncertainty still means discount for WellPoint.
  33. Zimmer Looking To Escape Its Value Trap

    October 31, 2011
    Zimmer continues to trade at a very reasonable forward P/E.
  34. Stryker Scraping By

    October 24, 2011
    Stryker's growth is modest, but the stock potential is surprising.
  35. Protect On The Downside With J&J

    October 21, 2011
    J&J trades at a reasonable forward P/E and offers investors downside protection.
  36. Medtronic's Healthy Growth Outlook

    August 29, 2011
    Medtronic's stock deserves a close look.
  37. The Perpetual Boston Scientific Turnaround Story

    August 4, 2011
    Another quarter brings another hope for better days at BSX.
  38. Better Budgets, Better Times For Robots

    July 12, 2011
    With healthier budgets at hospitals, robots are looking better and better.
  39. Johnson & Johnson Surrenders In Stents

    June 17, 2011
    JNJ makes a tough and surprising, but ultimately wise, decision.
  40. Medtronic Still Muddling Through

    May 27, 2011
    Medtronic is going nowhere fast, but the quality hasn't left.
  41. Mergers In Orthopedics Could Heat Up Stocks

    May 18, 2011
    Major med-tech players have picked up where they left off before the recession and credit crisis.
  42. Despite The Noise, Abbott Still A Value

    April 25, 2011
    Abbott has made some curious moves of late, but the value is still there.
  43. Can St. Jude Live Up To Newfound Expectations?

    April 25, 2011
    St. Jude faces something it has rarely seen in the past - high expectations.
  44. J&J Beats Analyst Expections, But Not Its Rivals

    April 25, 2011
    Tangible signs of sustained sales growth and consistent profit expansion are still absent at J&J.
  45. DexCom Shows Diabetes Still A Growth Industry

    March 9, 2011
    DexCom shows that, although times are tough, people will still adopt better technology.
  46. Medtronic's Midlife Crisis

    February 24, 2011
    Medtronic lacks growth, but quality is still in place.
  47. Multiple Value Creation Opportunities For Stryker

    February 2, 2011
    Stryker could end up being acquired by a larger rival, but company growth trends remain appealingly robust in their own right.
  48. Risk With Little Reward At Johnson & Johnson

    January 27, 2011
    A number of Johnson & Johnson rivals trade at equally appealing valuations and have their acts together in terms of product ...
  49. 2010: The Year In Med-Tech Deals

    December 29, 2010
    2010 was a relatively slow year for deals in the med-tech sector.
  50. Nordson's Growth Story Sticks

    December 20, 2010
    With broad economic exposure and over 20% order growth, Nordson results point to the ongoing recovery.
  51. The Curious And Complicated Case Of MannKind

    December 15, 2010
    MannKind is a classic high-risk high-reward biotech story.
  52. Stryker Moves On From A Long Mistake

    December 8, 2010
    Stryker finally rids itself of a long-failed product. Find out if this othopedic devices manufacturer is poised for growth.
  53. Merck Makes A Smart Buy

    December 3, 2010
    Merck is making an exciting bet on a possible diabetes breakthrough.
  54. FDA Locked And Loaded For MELA Sciences

    November 16, 2010
    A harsh FDA review sends MELA down sharply before a pivotal panel meeting.
  55. Allergan Winning Wall Street's Beauty Pageant

    November 3, 2010
    Allergan's earnings aren't special, but the stock is basking in Wall Street's love. Is it simply a case of lipstick on a ...
  56. St. Jude Is Fine Today But What About Tomorrow?

    October 21, 2010
    St. Jude is holding its own, but investors will demand more if the stock is to outperform.
  57. St. Jude Sews Up A Lucrative Niche

    October 19, 2010
    St. Jude pays big price tag, but gets a potential blockbuster in return.
  58. Money To Be Made In Medical Devices

    September 22, 2010
    New advances in medical devices will not only help patients live better lives, but they'll power portfolios as well.
  59. Another Case Against Using Valuation Measures

    September 20, 2010
    Are you concerned about valuation ratios when you make buy/sell decisions? Some of the numbers say there's no need to bother.
  60. Investing For The Diabetes Epidemic

    July 30, 2010
    Sadly, diabetes is quickly becoming a global epidemic. Nearly 300 million people suffer from the disease worldwide.
  61. Johnson & Johnson Needs A Catalyst

    July 22, 2010
    It's difficult to find a catalyst for growth to return to more historical levels at Johnson & Johnson.
  62. Covidien Shuffles The Deck

    June 1, 2010
    Covidien made a surprising deal to get into peripheral vascular therapies - a business with big growth potential.
  63. Intuitive Surgical - Are Robots To Be Trusted?

    June 1, 2010
    Can Intuitive Surgical produce the growth necessary to validate the stock's lofty perch?
  64. Great Dividend Payers In Medical Technology

    May 21, 2010
    Dividend-paying stocks are not common in medical technology, but these four proven winners deliver the goods.
  65. Becton Dickinson More Interesting Than You Think

    May 3, 2010
    Becton Dickinson is often dismissed as "boring" but a diversified cash-generating business with real growth shouldn't be.
  66. Small Med-Tech Names You Should Know

    April 15, 2010
    These three med-tech names aren't well-known by most investors, but they should be.
  67. Five Stocks Buying Back Shares

    June 25, 2009
    When companies buy their own stock, it can be an indicator of good things to come. Here are a few to watch.
  68. Diversification Alone Is Not Enough

    April 9, 2009
    Opinions on the number of stocks for a diversified portfolio vary, but locking in low expenses leaves little room for disagreement.
  69. Medtronic's Mixed Medical Bag

    February 24, 2009
    Medtronic stock offers potential gains - if it can survive the competition.
  70. Who's Really Winning The Heart-Stent Race?

    May 14, 2008
    All the stent makers claim they're the sole industry leader. We help cut through the clutter.
  71. A Heartbeat Away (MDT, STJ, ZOLL, CSCX)

    March 8, 2007
    A look at medical companies that stand to benefit from the aging of the baby boomer generation.
  72. Boston Scientific Shaken, But Not Stirred (BSX)

    November 8, 2006
    Boston Scientific looks poised for higher per share valuations in the future.
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