Hi, Sansana. ZMH and SYK are solid, albeit somewhat boring, plays on The Global Demographic Tailwind. As the world’s population becomes richer and fatter, people are going to need more hip and knee replacements (#msg-53641562, #msg-38952075), so volume growth of these products is a foregone conclusion. Consequently, these companies should be able to post modest growth for many years to come in spite of pricing pressure from third-party payers (#msg-54358016).
ZMH derives a higher proportion of sales from orthopedic implants, but SYK has wisely chosen to avoid the metal-on-metal segment of the market that is now causing trouble (#msg-47479837); in practice, it may not matter which of these two companies one owns because they trade almost in unison (#msg-40600417).
I don’t know anything about MAKO other than some stuff I’ve read in posts by Tinkershaw. Regards, Dew
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