Comments for ZMH - Stockpickr! Your Source for Stock Ideas

Comments for ZMH

Added By	Comments	Type	Date Added
Trading Nymph	9	Love	December 30, 2008
stockerblog	PE of 15, and a PEG of 1.06.	Love	October 14, 2008
barrons3	Last fall, the fund pounced on Zimmer Holdings (ZMH), a leading maker of orthopedic implants and surgical products, establishing a 1.50% stake, when a perfect storm hit. Management had just announced slowing growth across its portfolio. This had followed the departure of the CEO and CFO, in settling a case that accused the company of having paid surgeons to use its products, and lower-than-expected currency gains from international sales. The result: The stock fell from $77 to $66 in one day. But Sloan felt none of the news altered the company's longer-term outlook. "We were still looking at 33% operating margins, return on invested capital of 16%, and a $1 billion share buyback that's now half realized," says Sloan, "but a 2008 PE of 15 instead of 18, which is where we think it should be." His average cost is $66. The stock was trading at $68 on Friday. And Sloan sees it heading to $85.	Love	September 20, 2008
barrons2	Options action suggests Zimmer (ZMH) could trade higher, reveals Jon Najarian. There’s speculation that Johnson and Johnson (JNJ) is looking at buying Zimmer, but it’s only market rumor, he emphasizes.	Love	August 19, 2008
barrons2	Zimmer's shares, knocked down by an industry faux pas, could climb by more than 25%, as demand builds and the company launches innovative products.	Love	June 14, 2008
sarah z	The Warsaw, Indiana-based knee and hip implant maker announced it has approved an additional $1.25 billion stock buyback program. The authorization adds to the remaining capacity under the current repurchase program, which totaled $477 million as of March 31. The orthopedic-device maker also recently reported profit of $239.3 million, or $1.02 a share -- up just 3% from $233.4 million, or 98 cents a share, in the 2007 period -- and $244.3 million, or $1.04 a share, on an adjusted basis. Sales rose 11% to $1.06 billion, in line with the Thomson Financial consensus target of $1.04 a share on revenue of $1.06 billion. "Sales results reflect continued growth in our reconstructive business and we expect to achieve higher levels of penetration with new products as the year progresses," said Zimmer President and Chief Executive David Dvorak. Despite sales growth being slower than expected, Lehman Brothers analyst Bob Hopkins reaffirmed an "Overweight" rating on the stock. He felt there were one-time factors involved in the slowdown and growth should speed up. Deutsche Bank-North America analyst Tao Levy also reaffirmed a "Buy" rating.	Love	May 07, 2008
barrons2	Also look at Zimmer (ZMH) and Stryker (SYK) as boomer plays. But they’re not quick trades. These are the kinds of stocks you buy and hold.	Love	March 05, 2008
barrons2	DEVICES- These are long term investments, he says, not quick trades. And don’t buy until we know who wins the White House. -- Pete Najarian	Love	February 26, 2008
Barbara Joiner	produces a good product that should be in increasing demand as the baby boomers age	Love	January 31, 2008
baileyman	good industry.deservs to be go higher	Love	January 10, 2008
WAYNEAMILLS	Growing market due to demographics and strong product development cycle.	Love	November 18, 2007
sarcdoc	Company Stock	Love	November 17, 2007
apustroem	stable company,long term growth prospects	Love	October 31, 2007
Magandie	it will be huge in aging population, people live longer and healthier.	Love	October 18, 2007
LongTermInvest.blogspot.com	Buy Below: 88	Love	October 05, 2007
richard swadel	medical repacement parts for baby boomers.	Love	September 12, 2007
zilwin	Like it for the aging boomers.	Love	August 11, 2007
Big_Poppa	PEG 1.51 PE 24	Love	July 10, 2007
Brian Larson	Conservative "diversification" play Basic stats: Quarter over quarter revenue growth of 10%, 10%, 8%, 4%, 4%. Democratic candidates' menshevik talk and coming Michael Moore "sicko" flick sez ... sell soon. PE of 25 latest quarter 22	Love	June 05, 2007
bcamp62	baby boomer long term holding	Love	June 01, 2007
coolbbum1	think babyboomers	Love	May 13, 2007
CAPDUG	TECHNICAL MEDICAL INDUSTRY	Love	May 01, 2007
awcaperton	Bought in the $52 range at low	Love	April 24, 2007
knapp6pack	industry leader; as people live and stay active longer, the need for joint replacements will continue to increase	Love	April 21, 2007
houselcat	Boomer Play	Love	April 17, 2007
dancecon	medical supplies	Love	April 16, 2007
birdmom	Best in Class and Aging of America	Love	April 13, 2007
kll	baby boomer play	Love	April 12, 2007
countfleet	Best of breed for body parts and the baby boomer play.	Love	February 27, 2007
Mule2002	just don't like it	Hate	February 22, 2007