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

Skepticism About Mindray In America Overlooks Opportunities In China

The stock market is well past that period where almost anything China-related became an overnight sensation. That said, there are some powerful realities about the size of the Chinese economy and the opportunities in areas like healthcare. That brings us to the opportunity in Mindray Medical (NYSE:MR). Mindray is one of the very few Chinese med-tech companies to have a legitimate business outside of China, as well as extensive growth opportunities within China. Margins, domestic competition, and an uncertain strategy in the U.S. are all valid reasons for concern, but Mindray just may be one of the better growth opportunities in med-tech right now.

Fourth Quarter's Results Come In Pretty Solid

While Mindray had previously guided the Street...

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