…as far as medical-device makers go, there's MDT and everyone else.
Yet the thesis of the Barron’s piece (in #msg-117830166) is that MDT has become more of a services company and less of a devices company.
Most big-ticket medical devices have had negative price growth (adjusted for exchange rates) during the past 5 years or so, but medical services have had positive price (and volume) growth.
-- I’m glad your MDT long-term holding has worked out so well. The tax inversion with COV may ensure that it continues to do so.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”