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Zimmer Holdings, Inc.

  • MAKO Surgical Battles Back into the Ring

    By Erik Eason - March 29, 2013 | Tickers: ISRG, MAKO, SNN, SYK, ZMH

    MAKO Surgical’s (NASDAQ: MAKO) fourth-quarter results answered the mail on all three of the Market’s concerns: Strong sales of RIO surgical robots; Record number of surgical procedures; Pricing holds firm while the expense ratio continues to decline. It is a prize fighter back in the ring, yet the Market yawned. So what is it this time?

    In a nutshell: “Show me.” The market wants to see a sustained more »

  • This Niche Player Will Make Investors Rich

    By Ted Cooper - March 22, 2013 | Tickers: JNJ, SYK, ZMH

    A lot of investors feel safe buying enormous conglomerates that dominate an industry, but few take notice of smaller players that dominate a niche. That's part of the reason why Stryker Corp (NYSE: SYK) is on sale today at a price that could make investors rich.

    Thriving in its Niche

    Stryker is very good at inventing and producing orthopedic equipment. It basically expands the niche on its own by more »

  • 3 Stocks That Scream Buy Despite What Analysts Say

    By Michael Carter - January 28, 2013 | Tickers: AAPL, CMG, ZMH

    In 1995, one of my favorite stories of all time aired on ABC: The Langoliers.  The basic plot of the movie, based on the novel by Stephen King, is that an airplane full of passengers flies through a rip in the space-time continuum and results in the surviving crew traveling about 15 minutes into the past.  The news anchors I see on TV, author’s opinions I read about online more »

  • Will MAKO Get Back on its Feet?

    By Erik Eason - January 28, 2013 | Tickers: ISRG, MAKO, SNN, SYK, ZMH

    MAKO Surgical (NASDAQ: MAKO) recently pre-released sales quantities to assuage the Market's anxiety, after a rough year of poor sales, over whether it would make its 2012 targets. The sales of RIO surgical robots (15 RIOs) was spot on the middle of their forecast range, and the number of procedures surged back up to an all-time high (2,904), which returned them close to their average number of procedures more »

  • Intuitive Surgical Q4 Earnings Preview: All Eyes On Japan

    By Daniel Sparks - January 9, 2013 | Tickers: ISRG, MAKO, MDT, SYK, ZMH

    In all of the last five quarters Intuitive Surgical (NASDAQ: ISRG) has topped estimates, with a surprise factor of about 5%. In four out of five of these quarters, Intuitive Surgical's stock price rose in the two days following the earnings announcement. So you can bet the pressure is on for Intuitive Surgical when it announces its fourth quarter earnings after the market closes on January 22. This quarter more »

  • 3 Long Ideas from Aberdeen Asset Management’s Top Buys

    By Shweta Dubey - November 9, 2012 | Tickers: XRX, XLNX, ZMH

    Aberdeen Asset Management is an investment and hedge fund management firm. The firm employs a bottom up approach to invest in global equities, with special emphasis on quality management teams and solid business models. I scanned Aberdeen’s top buys from the last quarter for ideas, and the following three stocks looks promising.

    Company

    P/E ratio (last 12 months)

    Industry P/E (last 12 months)

    Zimmer Holdings, Inc. (NYSE: ZMHmore »)

  • Was MAKO's Third Quarter Good Enough?

    By Steve Symington - November 9, 2012 | Tickers: HNSN, MAKO, SYK, ZMH

    Four weeks ago, I wondered in print whether MAKO Surgical's (NASDAQ: MAKO) third quarter results represented a breaking point for the company.  With MAKO's after-the-bell announcement yesterday, it's time to touch base to see how it fared.

    Third quarter revenue rose 46% from the same year-ago period to $29.2 million, with a net loss of $6.6 million, or 15 cents per share.  Perhaps most importantly more »

  • Earnings Report : MAKO Makes the Grade

    By Erik Eason - November 8, 2012 | Tickers: ISRG, MAKO, SNN, SYK, ZMH

    MAKO Surgical's (NASDAQ: MAKO) 3rd quarter earnings report came out on Wednesday and it is, along with the subsequent conference call, chock full of valuable and detailed information. That's something I prize in CEO Maurice Ferré: He and his management team know what's important to MAKO's future, and they share a rich bounty of information on those topics.

    As a prelude to this earnings announcement, I more »

  • It's Showtime for MAKO

    By Erik Eason - October 25, 2012 | Tickers: ISRG, MAKO, SNN, SYK, ZMH | Editor's Choice

    MAKO Surgical's (NASDAQ: MAKO) earnings report is approaching, and much is riding on the results. Many eyes will read the report, and many ears will listen to the conference call. Let's be prepared so that we, as individual retail investors, can determine for ourselves whether MAKO is successfully navigating the difficult task of bringing mainstream customers onto their sales roster.

    As each earnings season approaches I like to more »

  • "The Undisputed Champion" in Robotics Based Surgery

    By Sandeep Gupta - September 19, 2012 | Tickers: COV, ISRG, MAKO, SYK, ZMH

    Medical robots should fall in the high tech consumers category as I don’t think it’s just the mechanical part that gives it its name, but a substantial amount of digital technology used to capture and process data to help manipulate the mechanical robot justifies its name. Definitely not all robots will be economic successes but it is a field worth exploring for investors. So far, Intuitive Surgical (NASDAQ: ISRGmore »)

  • Do Not Trust Humans, Trust Machines

    By Ankit Agrawal - September 17, 2012 | Tickers: ISRG, MAKO, ZMH

    MAKO Surgical (NASDAQ: MAKO) is a medical device company that provides a robotic technology platform (RIO) and orthopedic implants that enable minimally invasive MAKOplasty procedures for partial knee replacements and total hip replacements. This stock has seen a huge downfall of ~54% in the span of 4 months. Two events attributed to this giant fall (Click here to know about these events). The following graph shows the stock price movement more »

  • Will Organization Restructuring Increase Profits?

    By Ankit Agrawal - September 14, 2012 | Tickers: COV, STJ, SYK, ZMH

    St. Jude Medical (NYSE: STJ) is the leading developer and supplier of mechanical valves, and a top supplier in cardiac rhythm management (CRM) products and neuro-stimulation. In my view, St. Jude’s has strong long-term growth prospects given a replacement cycle tailwind and an upgraded product portfolio in CRM as well as leading positions in some of Med Tech's highest growth potential markets. Over the next few years, I more »

  • Who Will Win This Triple Threat Match?

    By Ankit Agrawal - September 7, 2012 | Tickers: MDT, SYK, ZMH

    Before writing this article, I went through portfolio of many hedge fund managers to find a suitable stock for analyzing. I found out that many of these portfolios have at least one stock from medical technology industry. So, I did a thorough research to find out the reasons for which top Hedge Fund and Mutual Fund experts like the Medical Equipment Industry and I found out that growth in emerging more »

  • Zimmer Holding Needs Implants to Perform

    By Ashish Sharma - August 24, 2012 | Tickers: JNJ, SYK, ZMH

    Zimmer Holdings (NYSE: ZMH) is the leading manufacturer of major joint (hip and knee) replacement and extremity (e.g., shoulder and elbow) implants.  Zimmer’s growth has been negatively impacted over the past several years by a combination of product recalls; the fallout from the DOJ investigation into the orthopedic industry; poor execution; and the weakened global economy. Late last month, Zimmer reported 2Q12 revenue of $1,125 million (down more »

  • Why I am Bullish on Johnson & Johnson

    By Ashish Sharma - August 24, 2012 | Tickers: JNJ, SYK, ZMH

    Johnson & Johnson (NYSE: JNJ) is one of the largest and most diversified healthcare businesses in the world, with over 200 operating companies encompassing a broad range of products across the healthcare field. The company's worldwide business is divided into three segments: Pharmaceutical (36% of sales), Medical Devices & Diagnostics (38%), and Consumer (26%). Even during unfavorable times for healthcare industry when some of its peers are struggling, Johnson & Johnson reported more »

  • Surgical Robot Wars

    By Erik Eason - August 24, 2012 | Tickers: ISRG, MAKO, SNN, SYK, ZMH | Editor's Choice

    The stakes are getting higher. During the most recent MAKO Surgical (NASDAQ: MAKO) conference call, CEO Maurice Ferré noted that they have “gained increasing attention from competitors.” So the heat is officially on ... and this at a time when MAKO's sales have stumbled.

    Who will come out on top of the struggle for robotic supremacy? That is the $64 question facing investors, and we have a lot more than more »

  • Why Stryker can Outperform Despite Q2 Miss

    By Ashish Sharma - August 23, 2012 | Tickers: JNJ, SYK, ZMH

    Last month, Stryker (NYSE: SYK) reported lower than expected 2Q results with sales of $2.11 billion (vs. consensus estimates of $2.14 billion) and adjusted EPS of $0.98 (a penny below the consensus). Also, management reiterated its commitment to 10% EPS growth in FY13 including a 7% EPS headwind from the device tax.  Operating margins improved by 150 bps during 2Q as the company’s cost-containment and restructuring more »

  • A Company Obamacare’s Tax on Medical Device Makers Cannot Even Break

    By Ryan Guenette - July 13, 2012 | Tickers: ISRG, MAKO, SYK, ZMH

    On Thursday, June 28th, the Supreme Court upheld the health care law as 5 out of the 9 Supreme Court judges voted in favor of the law. This is seen as a tremendous win for Obama and the Democrats as they have been pushing this law for a long time. One of the methods to pay for this law included a tax on medical device makers. More specifically, “the more »

  • Why I'm Performing Surgery on My Watch List

    By Matthew DiLallo - July 12, 2012 | Tickers: HNSN, MAKO, SYK, ZMH

    About a month ago I added three health care stocks to the watch list of my paper trading portfolio that I call the “No Drip, No Mess” Portfolio.  One of the benefits of having a watch list is to pay a bit closer attention to companies that might one day be a good portfolio fit.  You get to take a bit of an unbiased look at each company and are more »

  • Medical Device Makers' Sad Tale

    By Tony Daltorio - May 21, 2012 | Tickers: BSX, MDT, SNN, ZMH

    Medical cost inflation is an everyday fact of life for most Americans. So you would think most companies in the medical field are raking in the money. But not so for the sprawling $300 billion medical device industry...an industry that is becoming ever more important in improving the quality of life and prolonging it for people around the globe. 

    Profit margins for medical device manufacturers continue to shrink under more »

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