weed: So the Obamacare tax on medical device makers hasn't had a negative effect.

Alan Brochstein: I think it was priced in - these stocks got very inexpensive. Fundamentals have been poor - stagnant sales. Looks like more upbeat.

Alan Brochstein: Plus, THEORETICALLY, more coverage ultimately yields more demand. We'll see!

weed: Increased coverage is why I've had my eye on $DVA and $RMD, but I think I missed the boat. These companies are dancing with the devil.

Alan Brochstein: $RMD is good stuff - it's on my watchlist and one of my clients owns a lot. At this point, it's a hold