Stock price when the opinion was issued
He has owned IRTC-O in the past. It is in the medical device space and has equipment that looks for heart arrhythmia and loads the data to the cloud. The market has not yet said this stock has taken a positive turn yet. Earnings are growing and it is growing into its share price. He wants to see it break above $85-$87 before getting back in. He would prefer holding EW-N
Very focused on cardiovascular and ICU. The great thing about this is that the demand is very inelastic, so you get the unit demand independent of the economic cycle, a good solid demand. Also, they are innovators and have good research and good product flow on their own and have been smart acquirers.