Comments
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SK"we are talking 40-50% gains...and I think it's happening immediately"... that is a slightly heroic assertion...I look forward to observing the results!
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BEI have worked in Hospital device and supply sales since 1990. The cost containment pressures have never been greater. This is not a rip roaring business, it is greatly pressured, and in price deflation. Everyone is squeezed, without exception. Fundamentals, I know, but caveat emptor.
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SHMr. Parets thinks 'we're living in the most peaceful time known to homo sapiens'. I suppose that's because he doesn't live in Syria. Or Iraq. Or Yemen. Or Afghanistan. or Pakistan. Or Myanmar. Or sub-Saharan Africa. Or Central America.
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AFThanks for another view on Medical devices. I'm with you.
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AHC'mon... "Price is the only truth". In the world of QE? This is one of the worst times to ever make this statement.