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The medical devices company is likely to stick to small- to mid- sized M&A unless it finds itself the target.
Johnson & Johnson (JNJ), McKesson (MCK), Merck (MRK) and UnitedHealth (UNH) benefit from demographic trends and have solid fundamentals.
The health care sector's ties to the increasingly unpopular Affordable Care Act, plus an uncertain U.S. presidential picture, give some financial experts pause.
Doug Kass shares his thoughts on soup, insurance and Starbucks.