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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (45948)	12/14/2011 11:43:22 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78744

ZMH has shown very little topline growth during the last few years. These orthopedic companies found out, that their demand is sensitive to the economy. ZMH bought back stock more aggressively than COV. I think COV products are less challenged by the weak economy compared to ZMH. So for me it is in question that the 5.25$/share in earnings forecasted in 2012 are actually going to happen. SYK is a competitor to ZMH and has a better growth profile. It is somewhat more expensive, but I think I would prefer it over ZMH. These companies tend to rise and fall together, so it may be reasonable to buy a basked.