“I think the company in general is in very good shape, but there are some general investor concerns about how long Stryker can maintain its 20-plus percent growth in earnings operational rate.”
“All the while the company's done a good job of maintaining strong gross margins in a tough reimbursement market like the U.S.. That means they're controlling costs well on the manufacturing side, which isn't an easy thing to do.”
“Getting European Commission approval is a key step ... but the fact that there has been such a disconnect between the takeout price of $76 (per Guidant share) and the current share price tells you there's more uncertainty and nervousness out there than normal.”
