Topics covered: Stabilized Hospital Spending, Repercussions of 2010 Medical Device Tax, Pricing Pressure from Hospitals, Physician Employment Trends, Orthopedic & Spine Companies as Beneficiaries of Health Care Reform, Link Between the Economy & Elective Procedures, Increased Consolidation Through Mergers & Acquisitions, FDA Approval Process, Effects of Health Care Reform, Demographic Market Opportunities with Baby Boomers
Companies covered: Advanced Drainage Systems, Inc. (NYSE:WMS), Shuffle Master Inc., Pinnacle Entertainment, Inc. (NYSE:PNK), Multimedia Games Inc., Konami Corporation (NYSE:KNM), International Game Technology (NYSE:IGT), Bally Technologies, Inc., Zimmer Holdings, Inc. (NYSE:ZMH), Wright Medical Group, Inc. (NASDAQ:WMGI), Stryker Corporation (NYSE:SYK), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Johnson & Johnson (NYSE:JNJ), Integra LifeSciences Holdings Corporation (NASDAQ:IART), Baxter International Inc. (NYSE:BAX), Wynn Resorts, Limited (NASDAQ:WYNN), Penn National Gaming, Inc. (NASDAQ:PENN), MGM Resorts International (NYSE:MGM), Las Vegas Sands Corp. (NYSE:LVS), Boyd Gaming Corporation (NYSE:BYD), Ameristar Casinos Inc., AngioDynamics, Inc. (NASDAQ:ANGO), St. Jude Medical, Inc. (NYSE:STJ), Edwards Lifesciences Corporation (NYSE:EW), Boston Scientific Corporation (NYSE:BSX), American Medical Systems Holdi, Abbott Laboratories (NYSE:ABT), Covidien Ltd. (NYSE:COV), C.R. Bard, Inc. (NYSE:BCR), Smith & Nephew SNATS, Inc. (NYSE:SNN), Kinetic Concepts Inc., Genoptix, Inc., Full House Resorts, Inc. (NASDAQ:FLL), EDAP TMS S.A. (NASDAQ:EDAP), Churchill Downs, Incorporated (NASDAQ:CHDN), Carmike Cinemas, Inc. (NASDAQ:CKEC), Allegiant Travel Company (NASDAQ:ALGT), Great Wolf Resorts Inc., Steiner Leisure Limited (NASDAQ:STNR), Regal Entertainment Group (NYSE:RGC), Royal Caribbean Cruises Ltd. (NYSE:RCL), Vail Resorts, Inc. (NYSE:MTN), Morgans Hotel Group Co. (NASDAQ:MHGC), Life Time Fitness (NYSE:LTM), Cinemark Holdings Inc (NYSE:CNK), Carnival Corporation (NYSE:CCL), Allstate Corporation (The) (NYSE:ALL)
