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DewDiligence

04/07/20 12:56 PM

#21698 RE: DewDiligence #21673

ZBH +8% despite yesterday’s dour guidance (#msg-154839261). Investors like to be kept in the loop.
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semi_infinite

04/17/20 10:53 AM

#21883 RE: DewDiligence #21673

The hospital capacity in CA hasn't been stressed or even close to that even in "hot spots" like SF. Confirmed infection rate in my county is < 0.1% with people still roaming around (mostly exercising or the young hanging out). Average age of those dying > 70. IMO elective procedures roar back for the active crowd < 70. Those afraid of catching Covid and satisfied with reduced QoL will live with disability and continue path towards worse health - or not?