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

A Step In The Right Direction For Tornier

I've never been particularly fond of orthopedic extremity specialist Tornier (NASDAQ:TRNX), but even I wouldn't have expected the wild ride these shares have been on over the past year. Management's decision to shift its sales/distribution strategy has introduced a lot of noise into quarterly earnings and I believe the shares have also gotten caught up in the sell-off in riskier healthcare names. Tornier's business is still pretty messy, but the company has a very good shoulder franchise and extremities could be the next area of consolidation in the device space.

A Beat For Q1, But Maybe Not All It Seems

Tornier reported revenue that was about 11% higher than the sell-side expected, and Tornier longs would probably be...

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