Stryker Corp. (SYK)

This is a play on joint and hip replacements. They are also into hospital equipment such as beds and lights over the beds. Big innovator and great long-term track record of growing the dividends. Yield of 1.67%.

A lot of competition for companies like this. Their main job is producing medical devices, such as hips, knees, etc. With the aging population, everybody is going to need these things. This company will do well in expanding into emerging markets. Right now they are basically North American focused. Last quarter came out with some really good numbers, including good cash flow. Not sure he likes the current price. 1.4% dividend yield.

Great company and doing well. Owns another like it. Zimmer was bought last month. More people are getting health insurance. They both have good drivers.

Sees opportunities in developing markets and demographics play a good role. Feels their abilities and for similar companies in the medical device area, is to participate with the goal of lowering costs. Companies like this that make the devices, have the opportunity to help lower costs, which will be better for consumers and governments and will ultimately provide better care. Long-term theme.

Medical devices. Has grown through acquisition. Long track record of dividend growth and have grown 25% over the last 5 years. Trading at around 16X earnings.