Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Fortune Could Favor A Bolder Terumo

Terumo's (OTCPK:TRUMY) green-and-white color scheme is likely pretty familiar to those who attend medical conferences (particularly those focused on coronary treatments), but Terumo is likely not a particularly well-known name to most American investors.

Not only does Terumo have a strong and diversified medical device business in Japan, but Terumo's share outside of Japan suggests bigger things could be in store. These shares are not particularly easy to own (the ADR is quite illiquid) and the valuation doesn't suggest that investors need to be in any hurry to figure out how to work around that, but the significantly above-average growth potential here makes Terumo very much worth watching.

A Focused Model That Makes A Lot Of Sense


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