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Alan Brochstein
Lots of pain in med devices -
STJ
and
ZMH
stand out to me for near-term reversal potential
12/11/11
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Ocean Man
:
I agree with you about
STJ
. Overly beaten-down and likely to head back up.
12/11/11
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Alan Brochstein
:
The CardioMEMS panel ruling has an immaterial impact on near-term financials, though it is disappointing.
12/11/11
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Ocean Man
:
Minor bad news that hits harder than it should = stocks on sale.
12/11/11
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