An inevitable consequence of writing about many companies is that you
can't own everything you like and you're going to see a few great ideas
slip away over the years. While I wouldn't say that Covidien (COV)
has slipped away yet, the stock is up nicely from the late 2011 lows on
very strong operating performance. While businesses like endomechanical
devices, oximetry, and energy may not be the most scintillating in the
med-tech world, I continue to believe that Covidien is not only a good
company, but one whose growth prospects are meaningfully underrated by
investors.
Please follow this link for more:
Covidien - A Leading Growth Story At A Reasonable Price
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