1. Kelsey Magraw Juan Fermin James Piccirillo
Health Care Sector
Pharmaceuticals
Biotechnology
Life Sciences
Hospital Management Firms
Health Maintenance Organizations (HMOs)
Medical products, etc.
Kelsey Magraw
Juan Fermin
James Piccirillo

2. Sector Performance
+25.14%
1 Year Annual Returns

3. Medtronic, Inc. MDT World’s largest medical technology company
Mission: to alleviate pain, restore health, and extend life
Treat cardiac and vascular diseases, diabetes, and neurological and musculoskeletal conditions
Own 75 shares
valued at $4,782 at quarter-end
Revenue $17,196
PE increased to 16.57
Buffet analysis very similar to FY 2013
EPS fell from $3.40 to $2.99
Dividends increased consecutively for 36 years

4. Medtronic Performance
Closing Price: $63.94
Down $.96 or -1.48%
Healthcare sector currently accounts for 3.79% of total portfolio
Want to increase holdings to 5%

5. Zimmer Holdings, Inc. ZMH
Global leader in the design, development, manufacture and marketing of orthopaedic reconstructive, spinal and trauma devices, biologics, dental implants and related surgical products
Provide other healthcare related services
Operations in over 25 countries and sells products in over 100 countries
2013 sales over $4.6 billion
Over 9,000 employees worldwide

6. Closing Price: $101.40
Down 1.59 or 1.54%

8. Yes: 9
Almost: 2
No: 4

9. Johnson & Johnson Services, Inc. JNJ
Primary focus: products related to human health and well-being
R&D, manufacture and sale of a broad range of products in the health care field
Approx. 128,100 employees worldwide (including subsidiaries)
Common brands: Band-Aid, Splenda, Listerine, Tylenol, Neutrogena, Aveno, Clean & Clear, Visine, Acuvue, J&J baby care, Neosporin, Nicorette, Motrin, Zyrtec, Sudafed, etc.
3 Business Divisions:

10. Closing Price: $102.39
Down $2.47 or -2.36%

12. Yes: 10
Almost: 1
No: 4

13. Opinions? VS