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Zach Liggett, CFA  

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  • Just One Stock: A Healthcare-Focused Firm With 2.7% Yield, Good Cash Flow [View article]
    Thanks for the comment. I’m not overly concerned (yet) with TFX’s exposure to the trends you mention, and if anything I think they may actually be able to capitalize on these trends. The company is already known as a lean, low-cost manufacturer with medical segment mfg facilities in countries including Mexico, Czech Rep, Malaysia. Also, I didn’t mention it in the interview, but TFX has a healthy, diversified OEM business (about 10% of the med biz) where it does custom extrusion, catheter fabrication, etc for major medical device makers from global locations near its customers. So I’m fairly comfortable that TFX is ahead of this macro shift and should be able to hold its own should the big turnkey providers push harder into the med space.
    Dec 3, 2010. 05:21 PM | 1 Like Like |Link to Comment
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