Medical Real Estate Report

September 20, 2010

Buy ($175)

Topics covered: Uncertainties Of Health Care Reform, Positive Hospital Liquidity Profiles, Medicare Reimbursement Exposure Creates Value, Medical Facilities M&A Activity Increase, Economic Effects of Reimbursement Adjustments

Companies covered: Stryker Corporation (NYSE:SYK), St. Jude Medical, Inc. (NYSE:STJ), NuVasive, Inc. (NASDAQ:NUVA), Medtronic, Inc. (NYSE:MDT), Masimo Corporation (NASDAQ:MASI), Edwards Lifesciences Corporation (NYSE:EW), Covidien Ltd. (NYSE:COV), Amgen Inc. (NASDAQ:AMGN), ABIOMED, Inc. (NASDAQ:ABMD), Varian Medical Systems, Inc. (NYSE:VAR), Thoratec Corporation (NASDAQ:THOR), Sequenom, Inc. (NASDAQ:SQNM), Johnson & Johnson (NYSE:JNJ), Intuitive Surgical, Inc. (NASDAQ:ISRG), Heartware International, Inc. (NASDAQ:HTWR), Gilead Sciences, Inc. (NASDAQ:GILD), Endologix, Inc. (NASDAQ:ELGX), Grand Canyon Education, Inc. (NASDAQ:LOPE)