ISI analyst Ross Muken likes McKesson's (MCK) acquisition of PSS World Medical. It's "not particularly expensive," and it "allows McKesson to help sustain margins in the medical distribution market." Overall, "it is a good use of shareholder capital." The deal will add $0.20-$0.25 a share to McKesson's FY earnings next year, Muken says. McKesson +3.3%.