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

To: Spekulatius who wrote (45957)	12/14/2011 7:04:04 PM
From: Sergio H	Respond to of 78747

COV I like that management is quick to adjust their product mix and their current strategy to sell higher margin products and discontinue lower margin products. Their move into emerging markets is not to sell devices but to sell technology. They have several product launches coming up in 2012 and expect double digit growth from emerging markets. For Europe, <Our assumptions for Europe and what we've seen in this quarter has not changed. The situation has not improved. It's still a tough market. We didn't see it going down from what we have reported before. So our assumptions for Europe is very modest growth into 2012, very low single digits.> seekingalpha.com I don't like that insiders own very little shares and I am not sure as to what impact the JNJ lawsuit announced after the bell will have. bloomberg.com