Seeking Alpha: MAKO Surgical Hooked, But Not Gutted

Investors who have followed med-tech for a long time probably knew that this day was coming -- highly-valued MAKO Surgical (MAKO) disappointed the Street with its quarterly results, and the consequences in the market are going to be severe. Only zealots believed that MAKO would grow with no interruptions or stumbles, and while the valuation is still demanding, this looks like a potential opportunity for aggressive investors.

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MAKO Surgical Hooked, But Not Gutted

Seeking Alpha: Stryker Preparing For A Hard Slog In 2012

Diversified med-tech company Stryker (SYK) gave us all a preview of earnings two weeks ago that painted a fairly uninspiring picture in many respects. With the details of the full earnings release now in hand, it's clear that the company has some significant challenges ahead in 2012. Given today's valuation and management's history of navigating past challenges, investors would do well to consider these shares for their portfolios.

Results Broadly As Expected
Stryker reported that revenue rose 11% in the fourth quarter, or a little less than 4% on an organic basis. All of the growth came from MedSurg (up 11%) and Neuro/Spine (up over 46%), as the orthopedics business was up 1% as reported, but down 2% organically.

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Stryker Preparing For A Hard Slog In 2012

Seeking Alpha: Zoll Medical About To Become A Very Interesting Growth Stock

Maybe it's true that if you look hard enough, there's always a growth story to be found in any industry. For more than a few years, one of the prime laments in the med-tech space was "where have all the growth stories gone?" Large companies scooped up many interesting small and mid-cap companies, while the poor IPO market led many others to stay private and/or sell-out.

Still, it is by no means true that Intuitive Surgical (ISRG) is the only worthwhile growth story left on the device side of med-tech. ZOLL Medical (ZOLL) deserves a place on this list as well, not only because the company is looking at its third straight year of double-digit growth, and not only because the company has excellent growth prospects from new products, but also because of what the company should be able to do with its operating margins.

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Zoll Medical About To Become A Very Interesting Growth Stock