St. Jude Medical, Inc.

A Discounted Medical Equipment Play

By Matthew Frankel - June 19, 2013 | Tickers: BDX, MDT, STJ

When it comes to investing in the healthcare sector, there is lots of money to be made if investors choose wisely. Factors such as the current healthcare laws, which require a greater number of people to be insured, as well as an aging population should translate to higher spending on medical care over the next several years and beyond. My favorite way to play the sector over the long-term is more »
Is This Fallen Angel Still a Good Growth Play?

By Palwasha Saaim - June 11, 2013 | Tickers: EW, MDT, STJ

Healthcare stocks resemble tech stocks, in that both are eye candy to growth investors, show volatility over business cycles and thus have less appeal to value investors. Conclusively, it is important for growth investors to understand that if they pick high-growth companies with a strong market presence, they are likely to reap greater rewards during down markets than up markets. The reason is obvious. During down markets, the stronger companies more »
Bright Outlook for Device Makers

By Ted Cooper - April 28, 2013 | Tickers: BSX, MDT, STJ |

In my last article, I argued that Medtronic (NYSE: MDT), Boston Scientific (NYSE: BSX), and St. Jude Medical (NYSE: STJ) were potentially-attractive investments. However, I made a key assumption in the article that is undoubtedly false: I assumed that each company's operations will stay the exact same from now into eternity.

Although the assumption is false, it is a useful starting point for further analysis. The goal of this more »
Obamacare Uncertainty Presents Opportunity

By Ted Cooper - April 26, 2013 | Tickers: BSX, MDT, STJ

Health care companies have been caught in a state of limbo since the passage of Obamacare. The market is still sorting out who wins and who loses from the landmark health care overhaul. Meanwhile, Congress has plans to repeal or amend parts of the law. All of this leads to uncertainty about these companies' futures. However, the market's indecisiveness poses as an opportunity for enterprising investors to scoop up more »
St. Jude Medical news raises investors’ heartbeat

By Shas Dey - April 15, 2013 | Tickers: BSX, MDT, STJ

Exciting news came out for St. Jude Medical (NYSE: STJ) shareholders as the company announced that its product, the AMPLATZER Cardiac Plug (ACP), was going into a key phase of clinical trial testing. The ACP is used for the prevention of stroke and the clinical trial is being conducted to demonstrate whether the ACP device is both able and safe to prevent blood clots from travelling out of the left more »
Buying the Boston Boom

By Marshall Hargrave - April 14, 2013 | Tickers: ABT, BSX, MDT, STJ

Boston Scientific (NYSE: BSX) has rallied nicely year to date, up over 35%, but is there still room to grow for this heart-related devices company? Cardiovascular disease remains the number one killer worldwide. The number of adults diagnosed with heart disease in the U.S. is around 11.8 percent of the total population.

Earlier this year Boston revised growth plans to better account for the challenging economic environment. Boston more »
Edwards Lifesciences: A Strong Buy on Recent Dip

By Palwasha Saaim - March 20, 2013 | Tickers: EW, MDT, STJ

Back in October, when Edwards Lifesciences (NYSE: EW) missed earnings forecasts and the stock plummeted to its lowest in 10 years, I rated it a buy. If you had listened, you would have profited from the rally that followed. Now, after three months, history is repeating itself.

Edwards Lifesciences is a medical device manufacturer and holds a monopoly-like position in the U.S. for its Transcatheter Heart Valve (THV) called more »
How the ACA’s Tax Provisions Affect the Medical Device Sector

By Kyle Colona - March 13, 2013 | Tickers: JNJ, MDT, STJ

This article is brief look at the medical device excise tax under the Affordable Care Act and its affect on medical device companies.

What is the Medical Device Excise Tax?

The $20 billion tax went into play on January 1. That figure is based on a 2.3 percent tax being levied on the total revenues of a medical device company whether or not the outfit generates a profit. According more »
Reasons To Buy These Healthcare Stocks

By David Gould - March 8, 2013 | Tickers: BAX, MDT, STJ

If you are looking to diversify into the healthcare sector with lower downside, the medical device industry could be the one for you. This slice of the sector is more predictable than pharmaceutical producers, since the products tend to have a more clear cut science before any dollars are put into R&D. Below, I review two leaders in this field, Baxter and Medtronic.

Baxter (NYSE: BAX)

Baxter is a more »
Post-Earnings Sell-Off has Created a Buying Opportunity in This Stock

By Harsh Chauhan - February 22, 2013 | Tickers: JNJ, MDT, STJ

Medical devices maker Medtronic’s (NYSE: MDT) recently reported third-quarter results turned out to be a departure from normal. The company, for a change, missed the Street’s revenue expectations by a whisker but it did manage to deliver an earnings beat. The stock shed a total of 5% after earnings on fears of a slowdown in its European business while sluggish sales of heart and spinal devices added to more »
A Look at 2 Leading Medical Device Stocks

By David Gould - February 18, 2013 | Tickers: BAX, MDT, STJ

Medical device companies face significant opportunities from targeting the retiring baby boomer generation. Device innovations in blood disorders and heart conditions have gotten a large focus, but the foray into drug development has caught many analysts by surprise. Will this pay dividends? And what other strategies are they taking to hedge against domestic headwinds? Below, I present my take on Baxter and Medtronic.

Baxter (NYSE: BAX)

Baxter is a leading more »
Should Investors Give Their Heart To This Company?

By sayar bachhawat - January 23, 2013 | Tickers: BSX, MDT, STJ

The other day, my neighbor had a sudden heart attack and was rushed to the hospital. He underwent treatment and came back home with a stent in his artery. I noticed that he wasn’t alone, and that heart ailments and diseases are a common occurrence affecting almost every US household. As an investor, it made me think of the companies that are manufacturing such devices used for medical treatment more »
Medical Device Maker Is Too Cheap to Ignore

By Ted Cooper - January 18, 2013 | Tickers: BSX, MDT, STJ |

If uncertainty creates investment opportunity, then there is plenty of opportunity in the healthcare sector. With provisions buried within Obamacare still coming to light and proposed cuts to Medicare making their way through Congress, it is difficult to know which companies will benefit and which will suffer at the hands of the federal government.

However, some companies are just too cheap to ignore despite the uncertainty. For instance, Medtronic (NYSE: MDT more »)
Watch these Stocks at JPMorgan's Annual Healthcare Conference

By John Macris - January 7, 2013 | Tickers: BAX, BSX, CELG, MDT, STJ

JPMorgan is hosting its 31st Annual Healthcare Conference from Monday, January 7 through Thursday, January 10 in San Francisco, CA. The event is widely recognized as the most significant health care investing event of the year.

More than 400 companies are scheduled to present at the four-day conference in 2013, including public and private. Not-for-profit companies such as NYU Hospitals Center and Yale-New Haven Health also participate with their own more »
Happy New Year, Edwards!

By Palwasha Saaim - December 13, 2012 | Tickers: EW, MDT, STJ

Twenty-twelve was the year of the Medical Devices Industry. The iShares Dow Jones Medical Devices ETF showed gains of over 14% year-to-date and has returned about 37% since inception. Companies like Edwards Lifesciences (NYSE: EW) and Intuitive Surgical (NASDAQ: ISRG) reached never-seen-before highs, returning 27.89% and 11.69%, respectively, during 2012. Medtronic (NYSE: MDT) also showed recovery from its Great Recession slump, returning 10.11% this year. Limping behind more »
An Upbeat Investment for VNS Therapy

By Josef Ray Dagatan - December 10, 2012 | Tickers: CYBX, HOLX, MDT, STJ

It is the seventh consecutive quarter that Cyberonics (NASDAQ: CYBX) has reported a major increase in their income and this has been translating well for the company in terms of stock price. Yearly revenue reports from Cyberonics also project notably outstanding results with a 4-year upward trend in profits. With this excellent performance exhibited by Cyberonics in the market, and with recent developments and innovations by the company in the more »
An Effective Drug for Investors

By Anupriya Maheshwari - November 29, 2012 | Tickers: BSX, JNJ, MDT, STJ

Medtronic Inc. (NYSE: MDT) reported yet another satisfactory 2nd quarter result with revenue of $4.1 billion, climbing up by 5%. Organic revenue growth of the company outperformed the medtech market by 200 basis points and exhibited a long standing track record of consistency.

Into The Numbers

The company earned a profit of $646 million for the second quarter. Its non-GAAP earnings of $902 million were flat, and diluted earnings more »
This Rock Solid Stock Can Fly Higher

By Harsh Chauhan - November 27, 2012 | Tickers: JNJ, MDT, STJ

Medtronic (NYSE: MDT) is the first name which comes to my mind when I think of a company which is really solid and stable. I have been bullish about Medtronic’s prospects for more than a year now, and I have seen the stock appreciate a tad over 25% since I first covered it. The medical equipment maker’s solid products, growth in emerging markets and trouble at one of more »
Medtronic and St. Jude Medical will Outperform this Stock

By David Gould - November 21, 2012 | Tickers: BSX, MDT, STJ

In the years ahead, I expect the medical device industry to be challenged by greater competition and higher taxes. However, there are still undervalued stocks out there that can outperform through innovation despite these headwinds. These stocks have low enough multiples and strong free cash flow yields that limit downside, and will encourage investor entry from pipeline developments. Below, I review 3 producers in the field.

Medtronic (NYSE: MDT) Undervalued more »
Medtronic’s Earnings in the Shadow of Obamacare

By Douglas Ehrman - November 19, 2012 | Tickers: BAX, BSX, JNJ, MDT, STJ

The Affordable Care Act (ACA) – also known as Obamacare – has proven anything but to 500 Medtronic (NYSE: MDT) employees thus far who have lost their jobs as major medical device makers prepare for the coming tax in January 2013. The company is set to announce earnings on Tuesday, Nov. 20, and these results are expected to inform upon whether the additional 500 layoffs planned for 2013 will be sufficient. While more »

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