Stryker

Dont be too quick to write off the S&N salesforce, you need to be good to be successful with the structures / manangement heads that are in place there.
I would love to see it happen, great chance to kill off the vast majority of wasters. If Stryker recognise success bring it on.
 










































http://www.bloomberg.com/news/2014-...-plan-takeover-bid-for-smith-nephew-soon.html

Hmmm. Who would benefit from leaking this? Real or made-up? Time will tell.


follow the money... who's stock jumped the most today? Read Blomberg again, the answer is in there.
Stock price goes up, shareholders are happy, executives get paid.


I can't decide if Stryker buying us will be great (all new management) or terrible (no chance for the current management group to be fully exposed and fired leading to a S&N comeback).
 


















The J&J Synthes deal is still a struggle. Zimmer/Biomet is not going well. Why are companies spending billions only to expect losses in the hundreds of millions with these takeovers? Doesn't make a lot of sense.
 






Nothing. Stryker was looking for a tax shelter in a foreign company. Would have saved them about 450 mill a year in taxes. That lop hole has been closed. S&N wants a 30% premium and no one is crazy to pay that. Until S&N starts losing market share and the stock goes down no one is going to buy us. If Stryker was going to they would have 10 months ago when the 6 month waiting period ended.
 






In an industry with flat sales and selling prices going down it just doesn't make sense to me to spend billions only to lose millions. It's like you're losing money with every surgery but try to make it up with volume. The most recent takeovers in our industry have not gone very well.
 
























In an industry with flat sales and selling prices going down it just doesn't make sense to me to spend billions only to lose millions. It's like you're losing money with every surgery but try to make it up with volume. The most recent takeovers in our industry have not gone very well.

it's a financing game the fed wants us to play, due to the low interest rates. same as why we buy back our shares at historic highs. even newbie investors know to buy low and sell high. what do we do? buy high. this is the fed's bubble and it'll burst soon. just watch